Business Banking Support & Loan Servicing

Golden 1 Credit Union; Sacramento (CA); Hybrid; USD 35,000 - 37,000; Full time

Job summary

Golden 1 Credit Union is seeking a Business Account and Loan Servicing Representative in a hybrid role based in Sacramento, CA. The position handles business member servicing across deposits, lending, and online banking, delivering high-quality service and operational support.

Responsibilities include driving performance standards, solving member issues, and proactively assessing needs to offer tailored financial solutions while ensuring compliance and teamwork within the Business Member Support

Qualifications

• Bachelor’s degree or equivalent experience in financial services required.
• 2+ years professional experience in financial services, preferably in contact center environments.

Responsibilities

• Meet and achieve established performance standards commensurate to grade level with phone efficiency and quality from the Business queue in a fast-paced environment.
• Resolve business member issues relating to online banking, business deposit products, business lending products, and money movement services products.
• Maintain and effectively leverage knowledge of Golden 1 Credit Union business deposit and loan policies and procedures.
• Engage in conversations centered around business members' needs, focusing on credit, deposit, and servicing process needs to assist growth.
• Initiate contact with new members within 3 days of their membership initiation.
• Provide support for inquiries and requests received through the Business Member Support Center phone queues and email inboxes.
• Demonstrate advanced Credit Union knowledge, resolve issues, digital support, and escalations with minimal guidance.
• Conduct a comprehensive needs assessment for business members to identify tailored financial products and services.

Skills

Customer service

Problem solving

Relationship skills

Education

Bachelor’s Degree or equivalent educational or professional experience within the financial industry required

Job description

Golden 1 Credit Union is seeking a Business Account and Loan Servicing Representative in a hybrid role based in Sacramento, CA. The position handles business member servicing across deposits, lending, and online banking, delivering high-quality service and operational support.

Responsibilities include driving performance standards, solving member issues, and proactively assessing needs to offer tailored financial solutions while ensuring compliance and teamwork within the Business Member Support