Point West Center Branch - Branch Business Member Support Specialist

Golden 1 Talent Acquisition TeamSacramento, CA
$25 - $27Onsite

About The Position

Golden 1 Credit Union is seeking a relationship-focused financial professional who is passionate about helping business members succeed. This role involves combining strong business banking knowledge with exceptional service skills to provide tailored solutions for deposits, lending, and digital banking needs. The ideal candidate is proactive, detail-oriented, and collaborative, building trusted relationships while ensuring compliance, accuracy, and operational excellence. This position thrives in a fast-paced environment and is committed to delivering an outstanding member experience, whether supporting business accounts or assisting with branch operations.

Requirements

  • 2+ years of prior experience in a banker role at another financial institution or customer relationship building role required
  • Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans

Nice To Haves

  • 1+ years as a Member Service Specialist II, teller role or business product banking role at Golden 1 or another financial institution preferred

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.

Benefits

  • Comprehensive compensation package
  • Well-being and work-life balance
  • Career development and growth
  • Rewards and recognition
  • Commitment to Diversity, Equity and Inclusion
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