Sr. Business Services Specialist

Overview

In the Sr Business Services Specialist role you’ll be at the center of how BECU supports and grows relationships with business members across our Neighborhood Branch network. You’ll connect members to the right solutions at the right time—whether that’s helping them expand, manage cash flow, or plan for the future—and build meaningful relationships that go beyond transactions. As a trusted advisor and primary point of contact, you’ll partner closely with branch teams, coaching and empowering them to identify opportunities while you lead the way on more complex business lending and relationship strategies.

The Target Pay Range for this position is $88,000.00-$ annually. The full Pay Range is $68,300.00-$ annually.

• 401(k) Company Match (up to 3%)
• 4% annual contribution to your 401(k) by BECU
• Medical, Dental and Vision (family contributions as well)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match

• Maintain regular in‑branch presence in Everett, Lake Stevens, Marysville, Mill Creek, Monroe, Seattle Hill Rd, and Smokey Point Neighborhood Financial Centers.
• Build strong business relationships by developing and nurturing relationships with key business members, serving as their trusted advisor and go‑to resource for products, services, and strategic guidance.
• Lead proactive outreach and growth by creating and executing outbound calling strategies to onboard new members, deepen existing relationships, and uncover opportunities across banking, lending, and investment needs.
• Drive business lending opportunities by identifying, structuring, and processing business lending requests—including term loans, lines of credit, vehicle loans, credit cards, and commercial real estate up to $250K.
• Coach and elevate branch teams by mentoring branch staff and leaders to confidently identify business opportunities, strengthen referral behaviors, and deliver exceptional service to business members.
• Serve as a business services expert by acting as the subject matter expert for assigned branches, providing guidance on products, systems, processes, and updates to ensure teams stay informed and effective.
• Generate and expand new business by actively prospecting through cold calling, community networking, centers of influence, and internal referrals to grow BECU’s Business Services portfolio.
• Strengthen referral partnerships by building and maintaining relationships with internal and external partners to increase opportunities for cross‑selling merchant services, payroll, and lending solutions.
• Collaborate across teams by partnering with Relationship Managers and other business lines to support joint calls, account servicing, and coordinated member strategies.
• Analyze and deliver value by assessing business financials, identifying needs, and recommending solutions that deliver value for members while supporting BECU’s growth objectives.
• Stay informed and strategic by keeping current on industry trends, local real estate developments, and market dynamics to provide relevant, forward‑thinking insights to members.
• Resolve member needs effectively by supporting staff and members in resolving concerns or escalations, ensuring a seamless and positive experience.
• Represent BECU in the community by actively participating in community events and organizations, strengthening BECU’s presence and building meaningful connections.
• Track and report performance by providing regular reporting on loan production, goal progress, and team insights to support transparency and continuous improvement.
• Champion continuous improvement by looking for ways to enhance processes, elevate service quality, and contribute to BECU’s overall success.
• Communicate and collaborate effectively by maintaining strong communication across teams to ensure alignment and progress toward shared goals.
• Maintain regional branch presence by frequently traveling by car across an assigned territory typically spanning 4–6 cities.
• Support additional priorities by taking on other responsibilities as needed to support team success and organizational objectives.

Minimum…