Rancho Cordova Branch - Branch Business Member Support Specialist (Full-Time)
About The Position
The Branch Business Member Support Specialist serves as a primary resource for business members, providing account servicing, loan processing, digital banking assistance, and tailored guidance on deposits, lending, and financial products. The role builds member relationships through proactive outreach and consultation, collaborates with internal teams to deliver comprehensive solutions, and supports accurate, compliant branch operations. When business-account support is not needed, the specialist performs Member Service Specialist III duties, including consumer transactions, financial advising, loan applications, account openings, and platform operations. The position also approves transactions and signature cards within authorized limits and coaches junior team members.
Requirements
- At least 2 years of experience in a banker role at another financial institution or in a customer relationship-building role.
- Strong business banking knowledge and exceptional service skills.
- Ability to support business deposits, lending, digital banking, account servicing, and loan processing while ensuring accuracy and compliance.
Nice To Haves
- Bachelor’s degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans.
- At least 1 year as a Member Service Specialist II, in a teller role, or in a business product banking role at Golden 1 or another financial institution.
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 lending, treasury management, account servicing, and other internal teams to provide comprehensive financial solutions.
- Consult on business deposit accounts, lending options, and digital services, and ensure members are enrolled in appropriate channels.
- Navigate software applications while maintaining accuracy and compliance with state and federal regulations.
- Identify fraudulent activity and escalate issues according to established protocols.
- When not assisting business accounts, perform Member Service Specialist 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
- Market-competitive and internally equitable total rewards compensation package.
- Programs supporting well-being and work-life balance, career development and growth, rewards and recognition, and diversity, equity, and inclusion.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
