SMB Banking & Treasury Services Specialist

UniWyo Credit Union; Laramie (WY); On-site; USD 75,000 - 95,000; Full time

Job summary

UniWyo Credit Union seeks a skilled Business Services support professional to nurture and grow business member relationships. You will assist with onboarding, treasury management solutions, and coordinating lending opportunities with the Lending Department.

You will serve as a primary contact for business members, support onboarding, and provide training on services while collaborating with internal partners to ensure exceptional member service.

Qualifications

• Associate degree in business, finance, accounting or related field with 2 years relevant experience, or HS diploma with 4 years directly related financial-services experience.
• Direct experience serving business members or commercial customers is preferred.
• Experience with business deposit accounts, commercial loan documentation, ACH origination, wire transfers, RDC, online banking or treasury management services is preferred.

Responsibilities

• Serve as primary relationship, operational, and administrative support for business members.
• Coordinate onboarding and servicing of treasury management and lending opportunities.
• Maintain records, support compliance and anti-fraud measures, and assist with pipeline reporting.

Skills

Relationship building

Treasury Management

Lending support

Communication skills

Problem solving

Time management

Confidentiality

Education

Associate degree in business, finance, accounting

High school diploma with 4 years related experience

Tools

NACHA file formats

Treasury Management systems

Remote Deposit Capture (RDC)

Job description

UniWyo Credit Union seeks a skilled Business Services support professional to nurture and grow business member relationships. You will assist with onboarding, treasury management solutions, and coordinating lending opportunities with the Lending Department.

You will serve as a primary contact for business members, support onboarding, and provide training on services while collaborating with internal partners to ensure exceptional member service.