Onsite Business Banking Specialist - Implementation & Growth

Educational Federal Credit Union; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Holidays

Paid Vacation

401K with employer match

Medical, Dental, Vision Insurance

Tuition reimbursement

Job summary

Educational Federal Credit Union is seeking a Business Services Specialist to support and evolve the Credit Union's Business Services program, including deposits, treasury management, and small business lending. You will work with leadership and cross-functional teams to ensure compliant, member-focused operations.

In the initial phase, focus on project execution, readiness, testing, and vendor coordination.

Qualifications

• Bachelor's degree or an equivalent combination of education and relevant experience.
• 2-4 years of experience in banking, credit union operations, business services, lending, treasury management, project coordination, or related financial services role preferred.
• BSA compliance and required training as assigned.

Responsibilities

• Support implementation of business deposit, treasury management, and small business lending products and services.
• Assist with workflow design, procedure development, forms, job aids, and operational documentation.
• Participate in requirements gathering, testing, user acceptance testing, and implementation readiness.
• Coordinate assigned implementation activities with internal departments, vendors, and consultants.
• Support the administration of Business Services products and services.
• Assist with business account servicing, loan processing, documentation, underwriting support, portfolio administration, and treasury management support.
• Maintain accurate operational records and ensure a high level of member service.
• Identify opportunities to improve efficiency, consistency, and member experience.
• Support change management and operational readiness initiatives.
• Support technology implementations, system enhancements, issue resolution, and vendor relationships.
• Prepare operational reports and monitor business performance metrics.
• Assist with quality reviews and recommend operational improvements. Compliance, Risk Management & Business Support

Skills

Analytical skills

Organizational skills

Communication skills

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Educational Federal Credit Union is seeking a Business Services Specialist to support and evolve the Credit Union's Business Services program, including deposits, treasury management, and small business lending. You will work with leadership and cross-functional teams to ensure compliant, member-focused operations.

In the initial phase, focus on project execution, readiness, testing, and vendor coordination.