Business Relationship Specialist

WECU • Bellingham, WA

4d • $32 - $45 • Hybrid

About The Position

WECU is seeking a Business Relationship Specialist to join our Business Experience department located in Bellingham, WA. The Business Relationship Specialist is a key contributor within our branch environment who will manage and grow relationships with business members, deliver high-level service and support, open accounts, identify sales opportunities, cross-sell products and services, and serve as a trusted advisory resource for business members. This role is both member-facing and growth-oriented, operating at the intersection of business banking servicing, relationship development, and sales.

Requirements

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

Nice To Haves

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

Responsibilities

• Serve as the primary point of contact for small-to-medium business clients, ensuring exceptional service.
• Engage business owners to understand goals and challenges, partnering with internal specialists to deliver solutions and setting appointment 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 the onboarding process, ensuring compliance with all 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.
• Conduct reviews of client portfolios to identify cross-sell or retention opportunities.
• Participate in sales initiatives, marketing campaigns, and community events.
• Ensure compliance with all bank policies and regulatory standards.
• Maintain credit and risk awareness in referring financing solutions.

Benefits

• medical, dental, and vision benefits with premiums for employee coverage 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level