San Jose Branch - Branch Business Member Support Specialist
About The Position
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.
Requirements
- 2+ years of prior experience in a banker role at another financial institution or customer relationship building role required
Nice To Haves
- Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred
- 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.
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
