Business Banking Support Specialist

Golden-1-Credit-Union; Sacramento (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in Sacramento, CA to serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.

This role requires a relationship-focused banking professional who can provide tailored deposits, lending, and digital banking solutions while ensuring compliance and operational excellence in a fast-paced branch setting.

Qualifications

• Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred
• 2+ years year of prior experience in a banker role at another financial institution or customer relationship building role required
• 1+ years as a Member Service Specialist II, teller role or business product banking role at Golden 1 or another financial institution preferred

Responsibilities

• Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.
• Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs.
• Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships.
• Process commercial loan servicing requests, including payment corrections, amortizations, and payoff calculations.
• Collaborate with internal teams (lending, treasury management, account servicing) to provide comprehensive financial solutions.
• Provide consultation on business deposit accounts, lending options, and digital services, ensuring members are enrolled in the appropriate channels.
• Effectively navigate software applications while maintaining accuracy and compliance with state and federal regulations.
• Identify fraudulent activity and escalates issues in accordance with established protocols.
• When not assisting business accounts, fulfill MSS III duties, including consumer transaction processing, financial advising, loan applications, account openings, and platform operations.
• Maintain proficiency in Golden 1 products, services, policies, and compliance regulations.
• Approve financial transactions and signature cards within authorized limits.
• Mentor and coach junior team members to promote a strong service culture.

Education

Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred

Job description

Golden 1 Credit Union is seeking a Branch Business Member Support Specialist in Sacramento, CA to serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.

This role requires a relationship-focused banking professional who can provide tailored deposits, lending, and digital banking solutions while ensuring compliance and operational excellence in a fast-paced branch setting.