Business Services Relations Coordinator

: Works with Mountain America Business Members and internal credit union employees to provide operational support for Business Services, including applications and cash management services

LOCATION

Mountain America Center - In Office:

9800 S Monroe St Sandy, UT 84070

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

• Partners with branch and corporate personnel to provide timely, accurate and quality service for Business Services members.
• Services inbound inquiries from business members, managed members, and Business Account Executives.
• Provides operational support for all cash management services.
• Underwrites all applications for business services cash management services. Works with BAE's to ensure packages are complete and then submits for approval to management.
• Opens special business accounts such as trust and internal CU accounts.
• Assists cash management members with various systems used to submit ACH files, online wire transfers, remote deposit capture, and positive pay.
• Member assistance with system issues is required. This requires a functional knowledge of the cash management systems but also the ability to troubleshoot and solve technical issues with the system.
• Members may at times need assistance with their systems in order to install or troubleshoot reasons for applications not functioning as expected.
• Identifies opportunities and makes referrals within the credit union and to SBA Department, Commercial Real Estate and Mortgage department.
• Familiar with department procedures and ability to explain to members and internal employees the reasons behind them.
• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.
• Performs other duties as assigned

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

One to three years of financial institution experience. Acquires foundational skills to perform essential tasks.

Education

High School Diploma required; some college preferred but not required

Licenses, Certificates, Registrations

n/a

Computer/Office Equipment Skills

Type a minimum of 35 words per minute. Basic computer operating skills (windows navigation, mouse/keyboard functionality). Familiarity with Microsoft Office tools, particularly Excel, Word, and Outlook.

Managerial Responsibility

None

Interpersonal Skills

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Uses communication skills and common courtesy to assist in resolving member or customer requests and transactions.

Language Skills

Must have the ability to read, understand and carry out instructions in written and oral form.

Other Skills and Abilities

Ability to understand financial statement analysis (income statement and balance sheet) and cash flow. Ability to communicate effectively and gain confidence of people. Excellent written and verbal presentation skills.

PERFORMANCE EXPECTATIONS (Performance Factors)

Customer Interaction and Services

Ability to develop and enhance the members' financial relationship through an understanding of credit union products and services. Demonstrates the ability to evaluate and educate others knowledge to use the best suited products and services for the situation.

Collaboration

Works effectively with others within the team to accomplish organizational goals and to identify and resolve problems.

Communication Skills

Expresses written and spoken ideas clearly and listens with understanding. The use of proper written and grammatical skills and proper use of computer technology (e-mail, internet, etc.).

Decision Making/Judgment

Shows creativity in day to day responsibilities, is a self-starter.

Works on assignments that are routine in nature, requiring limited judgment. Works with more senior colleagues and supervisor to ensure any exceptions are handled correctly.

Sales / Referral Performance

Understands how to refer to the appropriate area if/when needed.

Compliance

The degree to which the employee has knowledge of and complies with all regulations as required by law and credit union policies and procedures as it relates to his/her position. Compliance with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)

Weight Lifted or Force Exerted

Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

There are no unusual environmental factors

Noise Environment

Moderate noise (business office with computers and printers, light traffic)

printers, light traffic)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

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