Business Relationship Specialist

WECU; Bellingham (WA); On-site; USD 91,722,000 - 129,488,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Bonus program

Paid vacation

Paid holidays

Life insurance

Disability insurance

Wellness benefits

Loan discounts

Professional development

Job summary

WECU is seeking a Business Relationship Specialist in Bellingham, WA to manage and grow relationships with business members, deliver high-level service, open accounts, identify sales opportunities, cross-sell products, and serve as a trusted advisory resource for business members.

The role blends member-facing service with relationship development and sales, requiring 3+ years in business banking, a related degree, and strong knowledge of business financials.

Qualifications

• Bachelor’s degree in business, Finance, or related field preferred.
• 3+ years of business banking, commercial banking, or related experience.
• Proven track record of relationship management and business development success.
• Strong understanding of business financials, credit fundamentals, and cash flow dynamics.
• Strong interpersonal and communication skills with ability to build trust and sell solutions.
• Goal-driven sales orientation with pipeline management experience.
• Service-oriented, analytical, and highly organized.
• Team player with technical proficiency in business banking platforms.

Responsibilities

• Serve as the primary point of contact for small-to-medium business clients, ensuring exceptional service.
• Engage business owners to understand goals and challenges, partnering with internal specialists to deliver solutions and setting appointment through direct outreach.
• Monitor account activity, identify opportunities to expand relationships, and resolve or elevate servicing issues.
• Open new business member accounts and business services.
• Manage the onboarding process, ensuring compliance with all regulatory requirements.
• Conduct needs-based conversations and recommend or refer appropriate banking solutions.
• Coordinate with branch and Business Experience Team staff to drive cross-sell opportunities.
• Build and maintain a pipeline of prospective business members through referrals, networking, and direct outreach.
• Meet or exceed assigned growth and relationship metrics.
• Conduct reviews of client portfolios to identify cross-sell or retention opportunities.
• Participate in sales initiatives, marketing campaigns, and community events.
• Ensure compliance with all bank policies and regulatory standards.
• Maintain credit and risk awareness in referring financing solutions.

Skills

Relationship management

Business development

Interpersonal skills

Communication skills

Sales orientation

Pipeline management

Analytical

Organized

Microsoft Office

Deposits knowledge

Education

Bachelor’s degree in business/Finance

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Relationship Specialist

Professional Bellingham, WA, US

6 days ago Requisition ID: 2546

Salary Range: $32.01 To $45.19 Hourly

WECU is seeking a Business Relationship Specialistto join our Business Experience department located in Bellingham, WA. TheBusiness Relationship Specialistis a key contributor within our branch environment who will manage and grow relationships with business members, deliver high-level service and support, open accounts, identify sales opportunities, cross-sell products and services, and serve as a trusted advisory resource for business members. This role is both member-facing and growth-oriented, operating at the intersection of business banking servicing, relationship development, and sales.

RESPONSIBILITIES:

• Serve as the primary point of contact for small-to-medium business clients, ensuring exceptional service.
• Engage business owners to understand goals and challenges, partnering with internal specialists to deliver solutions and setting appointment through direct outreach.
• Monitor account activity, identify opportunities to expand relationships, and resolve or elevate servicing issues.
• Open new business member accounts and business services.
• Manage the onboarding process, ensuring compliance with all regulatory requirements.
• Conduct needs-based conversations and recommend or refer appropriate banking solutions.
• Coordinate with branch and Business Experience Team staff to drive cross-sell opportunities.
• Build and maintain a pipeline of prospective business members through referrals, networking, and direct outreach.
• Meet or exceed assigned growth and relationship metrics.
• Conduct reviews of client portfolios to identify cross-sell or retention opportunities.
• Participate in sales initiatives, marketing campaigns, and community events.
• Ensure compliance with all bank policies and regulatory standards.
• Maintain credit and risk awareness in referring financing solutions.

QUALIFICATIONS:

• Bachelor’s degree in business, Finance, or related field preferred.
• 3+ years of business banking, commercial banking, or related experience.
• Proven track record of relationship management and business development success.
• Strong understanding of business financials, credit fundamentals, and cash flow dynamics,
• Strong interpersonal and communication skills with ability to build trust and sell solutions.
• Goal-driven sales orientation with pipeline management experience.
• Service-oriented, analytical, and highly organized.
• Team player with technical proficiency in business banking platforms, and Microsoft Office.
• Knowledge of deposits, cash management, credit, and merchant services products.

WORKING CONDITIONS:

• Branch-based with business location visits, in-branch and administrative meetings, and off-site networking.
• Standard business hours with flexibility for member needs.
• Travel within branch service territory as required.

NOTE: Job descriptions are not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job.

COMPENSATION:

The salary range for this position is from $32.01 To $45.19 per hour.

WECU provides a comprehensive benefits package that includes medical, dental, and vision benefits with premiums for employee coverage paid in full, 401(k) retirement plan with an 8% annual contribution from WECU, bonus plan, two or more weeks of vacation, up to 11 paid holidays, paid life and disability insurance, annual wellness benefits, loan discounts, professional development, and much more.

ABOUT WECU:

WECU is a not-for-profit financial cooperative where members are encouraged to save and borrow responsibly at fair and competitive rates. Headquarters in Bellingham, WA, WECU has over 160,000 members and over $3 billion dollars in assets.

It is WECU's mission to make a meaningful difference in the lives of our members. We strive to treat both members and staff with honesty and integrity and to be a socially responsible part of our community. WECU also endeavors to be an employer of choice.

WECU is an Equal Opportunity Employer that is committed to diversity and inclusion in the workplace. We make employment decisions based on merit and qualifications and seek to have the best qualified person in every job. WECU policy prohibits discrimination based on race, color, religion, creed, sex, gender, sexual orientation, gender identity, marital status, age, national origin, or ancestry, physical or mental disability, veteran status, genetic characteristics or information, or any other consideration made unlawful by federal, state, or local laws.

WECU participates in the federal E-Verify program to confirm the identity and employment authorization of all new hires.