Fresno Campus Pointe Branch - Branch Business Member Support Specialist

Golden 1 Talent Acquisition Team•Fresno, CA

16d•$24 - $26•Onsite

About The Position

The Branch Business Member Support Specialist serves as the primary point of contact for business members in the branch, providing exceptional service and expert guidance on business deposit products, lending solutions, and money movement services. This role proactively engages business members to assess their financial needs, resolve inquiries, and deliver tailored solutions. When not working on business accounts, the specialist functions as an MSS III, assisting with branch platform operations, consumer transactions, and member financial consultations.

Requirements

EDUCATION: Bachelor’s degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred.
EXPERIENCE: Minimum two plus years of prior experience in a banker role at another financial institution or customer relationship building role required, plus and 1 year as a Member Service Specialist II, teller role or business product banking role at Golden 1 or another financial institution preferred.
Advanced understanding of federal rules and regulations related to Credit Unions, compliance and financial services.
Solid grasp of commercial loan products, business deposit accounts, and lending services.
Strong consultative skills for identifying business members’ needs and recommending tailored financial solutions.
Experience in deposit fulfillment, cash handling, account servicing, and customer engagement.
Ability to independently resolve member inquiries and conduct proactive financial assessments.
Effective oral and written communication skills with an ability to present a professional image to management, staff, and business members.
Excellent organization, time management, and problem-solving abilities in fast-paced environments.
Ability to work independently and collaboratively while exercising sound judgement in decision-making
Strong adaptability to changes in responsibilities, processes, and industry standards.
Skilled in Microsoft Office Suite and other financial applications.
Proficient in business and banking systems.

Nice To Haves

Certified Notary Public, if required for specific branch.

Responsibilities

Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.
Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs.
Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships.
Process commercial loan servicing requests, including payment corrections, amortizations, and payoff calculations.
Collaborate with internal teams (lending, treasury management, account servicing) to provide comprehensive financial solutions.
Provide consultation on business deposit accounts, lending options, and digital services, ensuring members are enrolled in the appropriate channels.
Effectively navigate software applications while maintaining accuracy and compliance with state and federal regulations.
Identify fraudulent activity and escalate issues in accordance with established protocols.
When not assisting business accounts, fulfill MSS III duties, including consumer transaction processing, financial advising, loan applications, account openings, and platform operations.
Maintain proficiency in Golden 1 products, services, policies, and compliance regulations.
Approve financial transactions and signature cards within authorized limits.
Mentor and coach junior team members to promote a strong service culture.