Growth-Focused Business Banking Advisor

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

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.