Business Services Implementation Lead

Educational Federal Credit Union; Miami (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

The Business Services Specialist at Educational Federal Credit Union supports the development, implementation, administration, and continuous refinement of the Credit Union’s Business Services program.

The role partners with Business Services leadership and cross‑functional teams to establish, support, and optimize business deposits, treasury management, and small business lending while ensuring efficient, compliant, member‑focused operations.

Qualifications

• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and collaborate across departments.
• Proficiency with Microsoft Office applications and the ability to learn new business systems.

Responsibilities

• Support implementation of business deposits, treasury management, and small business lending products.
• Assist with workflow design, procedure development, forms, job aids, and operational documentation.
• Coordinate assigned implementation activities with internal departments, vendors, and consultants.
• Prepare operational reports and monitor business performance metrics.
• Assist with quality reviews and recommend operational improvements. Compliance, Risk Management & Business Support.

Skills

Analytical skills

Multi‑tasking

MS Office proficiency

Tools

Microsoft Office

Job description

The Business Services Specialist at Educational Federal Credit Union supports the development, implementation, administration, and continuous refinement of the Credit Union’s Business Services program.

The role partners with Business Services leadership and cross‑functional teams to establish, support, and optimize business deposits, treasury management, and small business lending while ensuring efficient, compliant, member‑focused operations.