Business Relationship Specialist - Service Business Customers

Center Parc Credit Union•Hapeville, GA

6d•Onsite

About The Position

This is a Member Service Rep (Financial Services Rep) serving Business members (customers). Seeking 2+ years past experience serving Business or Commercial customers (members) within a credit union, bank, or related financial services setting. Open and maintain business accounts, service business loans, assist with transfers, and other treasury services, as well as cross selling relevant products and services to deepen the business member relationship, and more! The Business Relationship Specialist proactively engages in providing quality-driven member services to existing and potential business members of the Credit Union. This includes, but not limited to, engaging current and potential members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensure that product recommendations align with member needs, and build positive relationships with members and peers.

Requirements

Requires a level of knowledge normally gained with a high school diploma or equivalent
2 years consultative customer service work experience in banking, financial services, or a credit union
Prior experience in a bank, credit union, or other financial services environment cross-selling and recommending products and services based on needs-based conversations with the end-user.
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

Nice To Haves

An associate’s degree in business management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree
2 years specific member facing work experience within a Credit Union
Prior experience completing transactions in Symitar, and Meridian Link

Responsibilities

Adhere to and deliver on Center Parc’s core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
Provide services to business members through productive dialogue and engagement with the members.
Process a variety of business member transactions including, but not limited to, onboarding, transactions, maintenance requests, disputes, and escalations from the branch network and other service areas of the credit union.
Receive inbound calls in a call center environment and provide business member services in accordance with all guidance, processes, and procedures of the call center.
Respond to all service and sales inquiries received through various channels (email, on-line inquiries, in-bound calls, branch referrals).
Complete a variety of service requests, clerical duties, and research associated with the resolution of business member inquiries and concerns.
Take initiative for appropriate internal interactions for resolution of member issues and assume ownership for follow-up and update to the business member regarding resolution details.
Complete business member relationship-building assignments, such as follow up calls, pre-determined business member contact intervals, incentive announcements.
As required, may communicate with business members to obtain updated acknowledgements, or provide insights related to changes that impact their business.
Complete the opening of new business member accounts ensuring appropriate documentation is obtained and adherence to internal processes and procedures.
Engage in needs-based dialogue with business members to fully understand the members’ financial needs.
Recommend and position credit union products and services that meet the business member’s needs.
Based on business member needs, make referrals to internal partners for product delivery of additional products and services.
Engage in communication with the business member, or designated parties, to ensure proper training, set up and understanding of the features and benefits of digital banking channels.
Maintain up to date knowledge of all business banking products, services, and account opening procedures; Follows all practices that are in place to mitigate fraudulent activity and unnecessary risks.
Maintain up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
Effectively use written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
Other duties as assigned.