Business Account Specialist
Listed on 2026-02-28
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Business
Business Management, Business Administration, Business Development, Business Analyst
Overview
OUCU Financial is seeking a proactive and enthusiastic Business Account Specialist who will play a crucial role in welcoming new business members by expertly opening and setting up their business accounts. Your dedication to accuracy and member service will ensure smooth onboarding experiences that build strong, lasting relationships from the start.
Duties- Opens all business and trust deposit accounts. Knowledgeable about business structures and what is needed for account opening.
- Completes all maintenance requests for business accounts, including changing or removing signers, adding accounts, etc.
- Responds to business member inquiries regarding the operation of accounts, access to services, account discrepancies, ordering business checks and debit cards, and assisting with complaint resolution.
- Cross-sells credit union business deposit services and loan products to members and non-members.
- Provides all appropriate disclosures for business account establishment. Explains and answers questions regarding account disclosures.
At OUCU Financial, we believe that our employees make the difference. We recognize, appreciate, and empower our most valued assets - our employees! We offer an enthusiastic, team-oriented environment with unlimited growth opportunities. In addition, at OUCU, you will find a competitive compensation package, comprehensive training programs, an outstanding benefits package with an incredibly generous 401(k) retirement plan, and multiple volunteer opportunities to help our communities.
The pay for this position starts at $18.21 per hour, with relevant education and experience considered in determining the starting pay rate.
- Associate s degree in business or equivalent education and experience.
- Minimum of two years experience in financial services or a similar environment. Credit union experience and familiarity with credit union products and services preferred. Basic understanding of lending process preferred.
- Knowledge of corporate filings and tax returns preferred.
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