Specialty Banking Coordinator

Valley Credit Union; Billings (MT); On-site; USD 55,000 - 85,000; Full time

Job summary

Valley Credit Union is seeking a Specialty Banking Coordinator to support our cannabis-related program. Youll guide business members through onboarding and ongoing documentation while helping them understand program requirements.

This role combines member service, relationship building, organization, and compliance support. You'll coordinate documentation, support Green Check Verified, and serve as a key connection between members, Compliance, and other departments.

Qualifications

• Detail-oriented with ability to manage multiple priorities.
• Comfortable communicating with members and internal teams.
• Interest in developing expertise in specialty banking and cannabis-related services.

Responsibilities

• Serve as the primary point of contact for routine cannabis-related business member needs.
• Coordinate onboarding and ongoing documentation for the cannabis banking program.
• Help members understand and satisfy program requirements in collaboration with Compliance.
• Support program administration, information gathering, and issue escalation.
• Work with Compliance and other departments to ensure timely, complete information for reviews.

Skills

Detail-oriented

Multitasking

Strong communication

Job description

Looking for an opportunity to build expertise in a unique and growing area of financial services? Valley Credit Union is seeking a Specialty Banking Coordinator to support our specialty banking program, with a focus on cannabis-related business members. This position combines member service, relationship building, organization, and compliance support in a role where no two days may look exactly the same. As the Specialty Banking Coordinator, youll help guide business members through onboarding and ongoing program requirements, assist them with Green Check Verified, coordinate documentation and follow-up, and serve as a key connection between members, Compliance, and other areas of the Credit Union. Youll also have the opportunity to help improve processes, resources, and the overall member experience within the program. Were looking for someone who is detail-oriented, comfortable managing multiple priorities, communicates well, and enjoys helping people navigate processes and requirements. Financial institution, business banking, compliance support, onboarding, cannabis banking, cannabis operations, or other highly regulated industry experience may all provide a strong foundation for the role. You do not need to be a cannabis banking expert on day one. If you have relevant experience, strong attention to detail, a willingness to learn, an interest in developing expertise in specialty banking, and the chance to serve your community, wed love to meet you!

VISION STATEMENT

Building relationships with people in our communities.

MISSION STATEMENT

Uniting to achieve your dreams.

Position Summary

The Specialty Banking Coordinator supports the Credit Union's cannabis banking program by serving as the primary point of contact for routine cannabis-related business member needs, coordinating onboarding and ongoing documentation, and helping members understand and satisfy program requirements. This position works closely with Compliance and other Credit Union departments to ensure information is timely, complete, accurate, and available for Compliance review while providing knowledgeable and responsive member service. The Specialty Banking Coordinator performs program administration, member support, information gathering, preliminary review for completeness and consistency, and issue escalation. This position does not make final compliance determinations; approve or deny accounts, exceptions, or risk ratings; determine whether a Suspicious Activity Report should be filed; authorize account restrictions or closures; or independently validate its own work. These responsibilities remain with the VP Compliance and Risk or other authorized Compliance personnel.