Business Member Support & Account Servicing Specialist

Golden 1; Sacramento (CA); Hybrid; USD 39,000 - 41,000; Full time

Job summary

Golden 1 Credit Union in Sacramento, CA, is seeking a Business Member Support Account Servicing Specialist to join our hybrid team. This non-exempt role reports to the Supervisor - Business Member Support Servicing and supports business members with onboarding, account servicing, and loan/deposit operations.

You will resolve member issues, maintain compliance with credit union policies, open new business accounts, process complex requests, and collaborate with internal partners to improve

Qualifications

• Bachelor’s Degree or equivalent in financial industry.
• 3+ years in financial services, including contact center or small business banking experience.

Responsibilities

• Proactively identify and resolve member issues to ensure a seamless experience.
• Assist business members with opening new accounts and onboarding.
• Review onboarding processes and report challenges with evaluation of alternatives.
• Process complex requests via various channels, ensuring SLA adherence.
• Maintain knowledge of Golden 1 policies and regulations to ensure compliance and accuracy.

Skills

Customer service

Problem solving

Attention to detail

Compliance knowledge

Education

Bachelor’s Degree or equivalent in financial industry

Job description

Golden 1 Credit Union in Sacramento, CA, is seeking a Business Member Support Account Servicing Specialist to join our hybrid team. This non-exempt role reports to the Supervisor - Business Member Support Servicing and supports business members with onboarding, account servicing, and loan/deposit operations.

You will resolve member issues, maintain compliance with credit union policies, open new business accounts, process complex requests, and collaborate with internal partners to improve