Growth-Driven Business Banking Advisor

WECU; Bellingham (WA); On-site; USD 44,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan with 8% annual?

Bonus plan

Vacation (two+ weeks)

Paid holidays

Life and disability insurance

Annual wellness benefits

Loan discounts

Professional development

Job summary

WECU is seeking a Business Relationship Specialist to join our Business Experience team in Bellingham, WA. You will manage and grow business member relationships, deliver high-level service, and drive growth at the intersection of servicing, relationship development, and sales.

You will open accounts, identify opportunities, and collaborate with internal specialists to deliver banking solutions. Strong relationship skills and a results-driven attitude are essential for success.

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.

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 escalating 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

Sales

Interpersonal communication

Communication skills

Education

Bachelor’s degree in business, Finance, or related field

Tools

Microsoft Office

Banking platforms

Job description

WECU is seeking a Business Relationship Specialist to join our Business Experience team in Bellingham, WA. You will manage and grow business member relationships, deliver high-level service, and drive growth at the intersection of servicing, relationship development, and sales.

You will open accounts, identify opportunities, and collaborate with internal specialists to deliver banking solutions. Strong relationship skills and a results-driven attitude are essential for success.