Business Services Partner

Elevations Credit Union; Broomfield (CO); Hybrid; USD 36,000 - 44,000; Full time

Benefits offered by this job

4 weeks PTO

Anniversary PTO

Volunteer time off

12 paid holidays

Health Savings Account contributions

Tuition reimbursement

Job summary

Elevations Credit Union is seeking a Business Services Partner to service business member accounts, manage existing products, and support development of new services.

You will collaborate with internal and external stakeholders, train staff, and recommend improvements while exercising prudent risk management and compliance in a fast-paced credit union environment.

Qualifications

• 2+ years of experience with business banking products or related experience.
• Strong organizational and detail orientation.
• Excellent written and verbal communication.

Responsibilities

• Escalation point for complex transactions and member issues.
• Process service requests across multiple channels for business member services.
• Guide members on required documentation for opening and maintaining accounts.
• Maintain up-to-date training to ensure compliance in member interactions.
• Assist staff with digital banking inquiries and troubleshooting.
• Collaborate with Internal Audit, Fraud, Legal, Risk, Payments, Digital and Mortgage teams.
• Explain ECU policies on new memberships and Treasury Management.
• Identify process improvements for business members.
• Provide account maintenance support by identifying changes and required documentation.

Skills

Detail orientation

Customer service

Written and verbal communication

Regulatory knowledge (BSA)

Stakeholder coordination

Financial services experience

Tools

Microsoft Outlook

Job description

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

The Business Service Partner is responsible for servicing business member account products, managing existing products, as well as supporting the development of future products and services. The Business Services Partner will regularly assist Business Qualified Financial Services Guides with their questions on business structure and can assist in opening new accounts. The Business Services Partner takes the initiative to identify and recommend improvements to all facets of our business member experience. They routinely collaborate with internal and external credit union stakeholders to train, deliver, enhance, and fulfill business member needs and resolves complex matters creatively and swiftly, protecting the credit union and its membership from all forms of risk and loss by exercising prudent decision‑making skills.

Essential Functions

• Acts as the escalation point for complex transactions and member issues.
• Completes and finalizes service requests related to business member services across multiple channels.
• Guides members on required documentation for opening and maintaining accounts; supports branch staff with complex ownership scenarios.
• Keeps up to date with internal training to ensure compliance in member interactions.
• Assists internal and external stakeholders with digital banking inquiries and troubleshooting solutions when necessary.
• Partners with departments such as Internal Audit, Fraud Management, Legal, Risk, Payments, Digital, and Mortgage to address member needs.
• Supports staff understanding of ECU policies on new memberships, Treasury Management products, and account changes.
• Identifies and recommends improvements to processes affecting business members.
• Provides account maintenance support by identifying changes and required documentation.

Reports To

Director of Commercial & Business Banking Operations

Manages

This role does not have supervisory responsibility.

Required Skills, Education And Experience

• 2+ years of experience with business banking products and services or related experience.
• Highly proficient with Microsoft outlook.
• Comfortable functioning in a position that requires a high degree of detail orientation, follow through, and organization.
• Able to function in a highly visible role and maintain exemplary customer service while interacting with both internal and external stakeholders.
• Communicate clearly and confidently in written and verbal forms.
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• All other positions: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

Full time / 40 hours per week

Compensation

The person hired into this position will likely earn between $26.00 and $32.52 per hour, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us:

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement:

The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

ELEVATIONS CREDIT UNION’S COMMITMENT TO PRIVACY

Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union (“we” and “us”), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us.

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