Business Services Specialist

Job Description Summary Build collaborative internal and external relationships to provide business advice, service, and support. Develop the business relationship to ensure a seamless experience for the business member. Interact with business members to gain knowledge and understanding of their business financial needs to assist with the selection of products and services. Utilize all available resources to provide the best solutions to ultimately enrich the business member experience.

Facilitate and promote all business products and services. Provide appointment based and outbound calls to develop and maintain business member relationships. Accurately and efficiently process business products and services to ensure satisfaction.

Job Description

Essential Duties and Responsibilities Serve as a trusted advisor to the business members in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business members.

Greets and interviews existing and prospective business members. Evaluate their business needs and provide assistance with the member’s selection of business services. Opens business accounts, performs business account maintenance, cross-sells products and services, assists with any additional products or services that business members may need, including, but not limited to; online banking, bill pay, and ordering checks.

Keeps informed of trends and developments in the business market, as well as the changing rules and regulations pertaining to business accounts. Keeps abreast and complies with regulatory requirements and internal policies and procedures of all business products offered. Complete online regulatory and compliance training as required.

Provides guidance to other Credit Union employees in assisting business account member regarding business products and services.

Provide suggestions for streamlining business account services and processes; assist in completing projects and reports as assigned.

Company Wide Expectations Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics.

Delivers friendly, caring service to internal and external members.

Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures.

Follow all physical and online security procedures and maintain strict confidentiality of all member information.

Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services.

Works scheduled hours and maintains punctuality.

Performs other related duties as assigned or requested.

EDUCATION/EXPERIENCE Minimum Qualifications To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required.

An equivalent combination of education and experience may be considered.

Education Requirements Preferred - 4 Year / Bachelors Degree
- Business or relevant discipline

Experience Requirement2 Years
- Financial Industry experience with an emphasis on business banking
- Required1 Year
- Lending experience
- Required Skills/Abilities Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.

Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.

Resolve problems utilizing advanced knowledge and experience.

Communicate in a professional manner and deliver…