Business Relationship Specialist - Service Business Customers

Title:

Business Relationship Specialist (Member Service Rep to Business members)

Position Status – Full Time non-exempt (Hourly)

Reports To:

Specialized and Business Services Manager

Pay information / target starting pay: $18.98 - $23.73 per hour

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

The primary purpose of this position is to assist Center Parc Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Business Relationship Specialist proactively engages in providing quality-driven member services to existing and potential business members of the Credit Union. This includes, but not limited to, engaging current and potential members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensure that product recommendations align with member needs, and build positive relationships with members and peers.

Other duties may be assigned.

• Adhere to and deliver on Center Parc’s core values:
• Serve Exceptionally
• Commit to Better
• Find the Fun
• Invest in Integrity
• Follow the Numbers
• Go Forth and Conquer
• Protect with Passion
• Provide services to business members through productive dialogue and engagement with the members.
• Process a variety of business member transactions including, but not limited to, onboarding, transactions, maintenance requests, disputes, and escalations from the branch network and other service areas of the credit union.
• Receive inbound calls in a call center environment and provide business member services in accordance with all guidance, processes, and procedures of the call center.
• Respond to all service and sales inquiries received through various channels (email, on-line inquiries, in-bound calls, branch referrals).
• Complete a variety of service requests, clerical duties, and research associated with the resolution of business member inquiries and concerns.
• Take initiative for appropriate internal interactions for resolution of member issues and assume ownership for follow-up and update to the business member regarding resolution details.
• Complete business member relationship-building assignments, such as follow up calls, pre-determined business member contact intervals, incentive announcements.
• As required, may communicate with business members to obtain updated acknowledgements, or provide insights related to changes that impact their business.
• Complete the opening of new business member accounts ensuring appropriate documentation is obtained and adherence to internal processes and procedures.
• Engage in needs-based dialogue with business members to fully understand the members’ financial needs.
• Recommend and position credit union products and services that meet the business member’s needs.
• Based on business member needs, make referrals to internal partners for product delivery of additional products and services.
• Engage in communication with the business member, or designated parties, to ensure proper training, set up and understanding of the features and benefits of digital banking channels.
• Maintain up to date knowledge of all business banking products, services, and account opening procedures;
  Follows all practices that are in place to mitigate fraudulent activity and unnecessary risks.
• Maintain up to date product knowledge; has a full understanding of the features and benefits of the products…