Business Support Specialist

Job Description

Job Description

Business Support Specialist

Sponsorship :  This position is not eligible for immigration sponsorship.

Join our Business Services team and help deliver exceptional support to our Business Members. In this role, you will assist with opening and maintaining business accounts, processing member requests and documentation, reviewing account activity, and supporting specialized products and services.

What You’ll Do

• Support the onboarding and ongoing servicing of business accounts.

• Review applications and required business documentation for accuracy, completeness, and potential risk.

• Assist members by phone and email while providing timely, professional follow-up.

• Recommend products and services that support each member’s business needs.

• Support specialized accounts, including Choice Cash, Money Service Businesses, Public Funds, Cash Management, and other business products.

• Assist with risk reviews for ACH, wire, and remote deposit capture services.

• Review account fees, maintain reports and pipelines, and keep procedures and reference materials current.

• Partner with internal teams and external service providers to resolve member needs efficiently.

What We’re Looking For

• Knowledge of financial services, business accounts, and business ownership structures.

• Strong customer service, communication, and relationship-building skills.

• Excellent attention to detail, organization, and follow-through.

• Ability to manage multiple priorities and work independently or collaboratively.

• Strong analytical, decision-making, and basic mathematical skills.

• Proficiency with Microsoft Word, Excel, and other business software.

• General understanding of credit union products, services, and applicable regulations.

• Valid driver’s license.

If you are organized, service-focused, and passionate about helping businesses succeed, we encourage you to apply!

* For more details, please see the full job description attached .

Important Message for Applicants:  
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