Business Relationship Specialist

WECU•Bellingham, WA
•$32 - $45•Onsite

About The Position

WECU is hiring a Business Relationship Specialist for its Business Experience department in Bellingham, Washington. This branch-based, member-facing role manages and grows small-to-medium business member relationships through high-level service, account and service openings, needs-based recommendations, cross-selling, and relationship development. The specialist serves as a trusted advisory resource and works with internal specialists and branch colleagues to address business members’ needs and identify growth opportunities. The position involves branch work, business-location visits, in-branch and administrative meetings, and off-site networking. It requires travel within the branch service territory as needed. The role follows standard business hours, with flexibility to meet member needs. The stated pay range is $32.01 to $45.19 per hour. WECU describes itself as a not-for-profit financial cooperative headquartered in Bellingham, with more than 160,000 members and over $3 billion in assets. Its mission is to make a meaningful difference in members’ lives and to operate with honesty, integrity, and social responsibility.

Requirements

  • At least 3 years of business banking, commercial banking, or related experience.
  • Proven success in relationship management and business development.
  • Strong understanding of business financials, credit fundamentals, and cash flow dynamics.
  • Strong interpersonal and communication skills, with the ability to build trust and sell solutions.
  • Goal-driven sales orientation and pipeline management experience.
  • Service-oriented, analytical, and highly organized.
  • Team-oriented, with technical proficiency in business banking platforms and Microsoft Office.
  • Knowledge of deposit, cash management, credit, and merchant services products.

Nice To Haves

  • Bachelor’s degree in business, finance, or a related field preferred.

Responsibilities

  • Serve as the primary point of contact for small-to-medium business clients and provide exceptional service.
  • Engage business owners to understand their goals and challenges, partner with internal specialists to deliver solutions, and set appointments through direct outreach.
  • Monitor account activity, identify opportunities to expand relationships, and resolve or escalate servicing issues.
  • Open new business member accounts and business services.
  • Manage onboarding and ensure compliance with regulatory requirements.
  • Conduct needs-based conversations and recommend or refer appropriate banking solutions.
  • Coordinate with branch and Business Experience Team staff to drive cross-sell opportunities.
  • Build and maintain a pipeline of prospective business members through referrals, networking, and direct outreach.
  • Meet or exceed assigned growth and relationship metrics.
  • Review client portfolios to identify cross-sell and retention opportunities.
  • Participate in sales initiatives, marketing campaigns, and community events.
  • Ensure compliance with bank policies and regulatory standards.
  • Maintain credit and risk awareness when referring financing solutions.

Benefits

  • Medical, dental, and vision benefits, with employee coverage premiums paid in full.
  • 401(k) retirement plan with an 8% annual contribution from WECU.
  • Bonus plan.
  • Two or more weeks of vacation.
  • Up to 11 paid holidays.
  • Paid life and disability insurance.
  • Annual wellness benefits.
  • Loan discounts.
  • Professional development.
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