Santa Barbara Branch - Branch Business Member Support Specialist

Golden 1 Talent Acquisition Team•Goleta, CA

7d•$27 - $29•Onsite

About The Position

Golden 1 Credit Union is seeking a relationship-focused financial professional passionate about helping business members succeed. This role involves providing tailored solutions for deposits, lending, and digital banking needs, requiring strong business banking knowledge and exceptional service skills. The ideal candidate is proactive, detail-oriented, and collaborative, building trusted relationships while ensuring compliance, accuracy, and operational excellence in a fast-paced environment.

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 preferred

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.