Business Relationship Specialist - Business/Commercial MemberSvc

Job Description

Job Description

In this position you will service members who have Business or Commercial bank accounts and Business treasury services. Open and maintain business accounts, service business loans, assist with wire transfers, and provide support for other treasury services. Engage in needs-based, consultative cross selling and referring to discuss relevant products and services to deepen the business member relationship. Serve as back-office support to internal credit union branch staff relative to Business accounts.

Title: Business Relationship Specialist (Member Service Rep to Business members)

Position Status – Full Time non-exempt (Hourly)

Reports To: Specialized and Business Services Manager

Pay information / target starting pay: $18.98 - $23.73 per hour

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

Purpose : The primary purpose of this position is to assist Center Parc Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Business Relationship Specialist proactively engages in providing quality-driven member services to existing and potential business members of the Credit Union. This includes, but not limited to, engaging current and potential members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensure that product recommendations align with member needs, and build positive relationships with members and peers.

Essential Duties and Responsibilities: Other duties may be assigned.

1. Adhere to and deliver on Center Parc’s core values:
   1. Serve Exceptionally
   2. Commit to Better
   3. Find the Fun
   4. Invest in Integrity
   5. Follow the Numbers
   6. Go Forth and Conquer
   7. Protect with Passion
2. Provide services to business members through productive dialogue and engagement with the members.
3. Process a variety of business member transactions including, but not limited to, onboarding, transactions, maintenance requests, disputes, and escalations from the branch network and other service areas of the credit union.
4. Receive inbound calls in a call center environment and provide business member services in accordance with all guidance, processes, and procedures of the call center.
5. Respond to all service and sales inquiries received through various channels (email, on-line inquiries, in-bound calls, branch referrals).
6. Complete a variety of service requests, clerical duties, and research associated with the resolution of business member inquiries and concerns.
7. Take initiative for appropriate internal interactions for resolution of member issues and assume ownership for follow-up and update to the business member regarding resolution details.
8. Complete business member relationship-building assignments, such as follow up calls, pre-determined business member contact intervals, incentive announcements.
9. As required, may communicate with business members to obtain updated acknowledgements, or provide insights related to changes that impact their business.
10. Complete the opening of new business member accounts ensuring appropriate documentation is obtained and adherence to internal processes and procedures.
11. Engage in needs-based dialogue with business members to fully understand the members’ financial needs.
12. Recommend and position credit union products and services that meet the business member’s needs.
13. Based on business member needs, make referrals to internal partners for product delivery of additional products and services.
14. Engage in communication with the business member, or designated parties, to ensure proper training, set up and understanding of the features and benefits of digital banking channels.
15. Maintain up to date knowledge of all business banking products, services, and account opening procedures; Follows all practices that are in place to mitigate fraudulent activity and unnecessary risks.
16. Maintain up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
17. Effectively use written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
18. Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
19. Other duties as assigned.

Supervisory Responsibilities: No direct reports.

Qualification Requirements : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED Education and/or Experience:

• Requires a level of knowledge normally gained with a high school diploma or equivalent
• 2 years consultative customer service work experience in banking, financial services, or a credit union
• Prior experience in a bank, credit union, or other financial services environment cross-selling and recommending products and services based on needs-based conversations with the end-user.
• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

PREFFERED Education and/or Experience:

• An associate’s degree in business management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree
• 2 years specific member facing work experience within a Credit Union
• Prior experience completing transactions in Symitar, and Meridian Link

Physical Job Requirements:

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.