Senior Business Services Specialist

Responsibilities

• Build Strong Business Relationships: develop and nurture relationships with key business members.
• Lead Proactive Outreach & Growth: create and execute outbound calling strategies to onboard new members.
• Drive Business Lending Opportunities: identify, structure, and process business lending requests.
• Coach and Elevate Branch Teams: mentor branch staff and leaders to identify business opportunities.
• Serve as a Business Services Expert: provide guidance on products, systems, processes, and updates.
• Generate and Expand New Business: actively prospect through cold calling and community networking.
• Strengthen Referral Partnerships: build relationships with internal and external partners.
• Collaborate Across Teams: support joint calls, account servicing, and coordinated member strategies.
• Analyze and Deliver Value: assess business financials and recommend solutions.
• Resolve Member Needs Effectively: support staff and members in resolving concerns or escalations.
• Represent BECU in the Community: participate in community events and organizations.
• Track and Report Performance: provide regular reporting on loan production and team insights.
• Champion Continuous Improvement: look for ways to enhance processes and service quality.
• Communicate and Collaborate Effectively: maintain strong communication across teams.
• Maintain Regional Branch Presence: travel by car across assigned territory.

• Bachelor’s Degree in Business, Finance, Accounting, or Economics or equivalent work or educational experience.
• Five years of experience in business banking sales, proven consultative outside sales in financial services, business-to-business sales, and/or consistent success as a BECU Business Specialist.
• Effective relationship management, problem resolution and customer service skills.
• Strong sales, prospecting and follow-up skills.
• Excellent interpersonal skills to ensure issues are handled in a fair and consistent manner.
• Proficient in Commercial and Industrial, Commercial Real Estate, and SBA lending for small to mid-size businesses.
• Ability to contribute both independently and as a team member, in a multiple priority, fast paced environment.
• Ability to present a professional image when dealing with members, co-workers, management, external partners and the business community.
• Ability to exercise confidentiality and discretionary judgment.
• Ability to analyze financial statements, conditions and trends of Business Services clients.
• Proficient with Microsoft Office Products.
• Excellent time management skills.
• Ability to adapt to evolving work priorities.
• Ability to perform under pressure in a team environment.
• Ability to use discretion in decision making and sound judgment in problem solving.
• Ability to adapt to change within working responsibilities, be it internal, market or regulatory driven.