Business Member Support & Onboarding Specialist

Socket.dev; Sacramento (CA); Hybrid; USD 39,000 - 41,000; Full time

Job summary

Golden 1 Credit Union in Sacramento is seeking a Business Member Support Account Servicing Specialist. This non-exempt role supports business members, opens accounts, and handles online banking, deposits, and lending servicing while ensuring accuracy and regulatory compliance.

You will resolve complex member inquiries, manage onboarding, and collaborate with internal partners to drive efficient processes. The position requires a bachelor’s degree or equivalent and 3+ years in financial services,

Qualifications

• Bachelor’s Degree or equivalent educational or professional experience within the financial industry required
• 3+ years with professional experience in financial services, including roles within contact center environments or preferred small business banking experience required

Responsibilities

• Proactively identify and resolve member issues to ensure a seamless experience.
• Assist business members with opening new accounts, ensuring a smooth onboarding experience while identifying opportunities to add value through tailored products, services, and financial solutions.
• Review, analyze and report onboarding processes or challenges that require research, evaluation, and selection of alternatives.
• Engage in conversations centered around business member’s needs, specifically focusing on credit, deposit, and servicing process needs of the member assisting in growing their business.

Education

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

Job description

Golden 1 Credit Union in Sacramento is seeking a Business Member Support Account Servicing Specialist. This non-exempt role supports business members, opens accounts, and handles online banking, deposits, and lending servicing while ensuring accuracy and regulatory compliance.

You will resolve complex member inquiries, manage onboarding, and collaborate with internal partners to drive efficient processes. The position requires a bachelor’s degree or equivalent and 3+ years in financial services,