Business Services Advisor: Cash & Digital Banking

Default Brand; Montgomery (AL); Presencial; USD 54.000 - 82.000; Jornada completa

Descripción de la vacante

MAX Credit Union in Montgomery, AL is seeking a Business Services New Accounts and Cash Management Consultant to deliver proactive relationship management and tailored financial guidance to business clients. You will support new deposit accounts, digital banking, and cash management services, promote solutions like Remote Deposit Capture and ACH, and coordinate with internal teams to meet member needs.

This on-site, full-time role emphasizes a member-first mindset, training compliance, and

Formación

• Provides exceptional service and proactive relationship management for business clients.
• Delivers tailored financial guidance and timely resolution across deposit products, digital banking, and cash management services.
• Demonstrates knowledge of business banking products to meet member needs.

Responsabilidades

• Attracts new business members and assists with new deposit accounts, digital banking, and cash management.
• Sells and implements business solutions such as Remote Deposit Capture and ACH services.
• Partners with internal departments to deliver holistic member solutions and ensure seamless service.

Conocimientos

Relationship management

Customer service

Financial guidance

Herramientas

Remote Deposit Capture

ACH

Digital banking tools

Descripción del empleo

MAX Credit Union in Montgomery, AL is seeking a Business Services New Accounts and Cash Management Consultant to deliver proactive relationship management and tailored financial guidance to business clients. You will support new deposit accounts, digital banking, and cash management services, promote solutions like Remote Deposit Capture and ACH, and coordinate with internal teams to meet member needs.

This on-site, full-time role emphasizes a member-first mindset, training compliance, and