Business Services Specialist

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Operations Full Time Professional Grand, Laramie, WY, US

Business Services Specialist

Position: Business Services Specialist

Starting Pay Range: $24.48, DOE

FLSA Status: Non-Exempt

Employment Status: Full Time

NATURE/PURPOSE OF WORK:

Under direction of VP Business Services, this position is responsible for supporting and developing new and existing business relationships, assisting with business deposit accounts and Treasury Management services, facilitating onboarding, and coordinating lending opportunities with the Lending Department.

JOB FUNCTIONS/DUTIES:

The following EXAMPLES OF DUTIES are NOT intended as a comprehensive list. These provide a representative summary of the major duties and responsibilities. Incumbents may not be required to perform all duties listed and may be required to perform additional, position-specific duties. The primary purpose of this position is to serve as the primary relationship, operational, and administrative support for the credit union’s business members.

This role supports growth of the business portfolio through relationship development, onboarding business accounts, administering Treasury Management solutions, coordinating commercial lending support, and delivering exceptional member service to small-to-medium-sized businesses

EXAMPLES OF DUTIES:

Coordinates the implementation, set up, testing, and ongoing support of Treasury management services, including business online and mobile banking, ACH origination, Remote Deposit Capture (RDC), wire transfers, Positive Pay, and merchant services. Maintains required service agreements, authorizations, user access, transaction limits, and related documentation. Works with internal departments and third-party vendors to resolve business banking, payment, merchant service, and technology issues.

Develops and strengthens business-member relationships through proactive outreach and discovery conversations to understand how businesses manage payments, cash flow, borrowing needs, and account access. Identifies business deposit, Treasury Management, and lending opportunities within existing relationships and coordinates appropriate solutions and referrals with internal partners. Maintains prospect and referral activity records, follows up on opportunities, and assists with Business Services pipeline reporting.

Serves as a primary point of contact for business members and as an internal resource to Branch Managers and other member-facing staff regarding business accounts, documentation requirements, treasury services, and business-member inquiries. Supports staff in identifying business needs, making referrals, and coordinating onboarding and ongoing service. Provides training and education to business members on available services, payment procedures, security controls, and fraud prevention practices and assists with technical and transactional issues.

Reviews transaction activity, ACH limits, Positive Pay exceptions, and high-dollar wire activity to help identify and mitigate fraud and account takeover risks. Maintains appropriate records and reporting related to business accounts, treasury services, service utilization, exceptions, and other departmental activity. Ensures business account, lending support, and payment activities comply with applicable BSA/AML, CIP, Beneficial Ownership, NACHA, UCC Article 4A, and credit union policies and procedures.
Provides comprehensive support to business members throughout the account and lending relationship. Reviews organizational and legal documentation, including operating agreements, Articles…