Business Services Advisor

Business Service Advisor

At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy.

As the Business Service Advisor at our Miramar Operations Center, you will be responsible for driving business growth by identifying, developing, and expanding relationships with prospective and existing business members. This role serves as a consultative partner to members by assessing needs, recommending appropriate products and services, and delivering solutions that support member goals and business objectives. The position requires a strong sales mindset, effective business development skills, the ability to manage a pipeline of opportunities, and a high level of personal accountability for sales activity and follow-through. The role also requires strategic thinking, sound judgment, strong organizational and time-management skills, and the ability to work independently and collaboratively in support of overall member satisfaction and revenue growth.

Why Join SCCU?

• Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members.
• Hybrid & Flexible Schedule Options
• Career Growth: We prioritize internal promotions and offer on-the-job training.

Business Service Advisor Responsibilities

• Identify, develop, and maintain relationships with prospective and existing business members to support growth in business deposits, loans, and related services.
• Understand members' needs and recommend appropriate business products and services that align with their financial goals and operational needs.
• Generate new business opportunities through proactive outreach, networking, relationship development, referrals, and community engagement.
• Build, manage, and maintain a consistent sales pipeline by prospecting, conducting follow-up, tracking opportunities, and advancing relationships through the sales process.
• Meet or exceed established sales goals, performance expectations, and key performance indicators, including production, relationship growth, activity levels, and member experience standards.
• Prepare and deliver business development presentations, product recommendations, and proposals in a professional and member-focused manner.

Business Service Advisor Requirements

• 1 to 3 years of experience in sales, business development, outside sales, relationship management, financial services sales, or a comparable member-facing business development role required.
• Experience building, managing, and maintaining a sales pipeline, including prospecting, outbound outreach, follow-up, and opportunity tracking, required.
• Experience in banking, credit union, treasury services, business lending support, merchant services, or other financial services environments preferred.
• Experience using CRM tools to document activity, manage follow-up, maintain pipeline visibility, and support reporting preferred.
• Must complete the Association of Accredited Small Business Consultants Simplified Examination within 60 days of employment.
• Two-year College or University diploma (Associate's) in Business Administration, Finance/Accounting or equivalent experience required.
• Valid Florida Driver's license and good driving record required with a working vehicle.
• Bilingual English/Spanish fluency preferred.
• The selected candidate will be responsible for supporting the Broward and Palm Beach service territory.

Business Service Advisor Compensation

• Starting Salary: $28.13 - $29.79/hour or $58,510 - $61,962/year plus monthly commission
• Bonus Opportunity: Eligible for ONE SCCU Annual Bonus.

Work Schedule

• Monday Friday: 8:00 a.m. - 6:00 p.m.