Business Services Manager

TAPCO Credit Union•University Place, WA

5d•$80,500 - $88,500•Onsite

About The Position

As a Business Services Manager, you will play a critical role in supporting our commercial banking team by leading the development, growth, and delivery of financial products and services. This position requires strong communication skills, attention to detail, and the ability to build collaborative relationships with internal teams and external partners. Your work will help expand the credit union’s business offering awareness in the marketplace while delivering exceptional service to our existing and new members.

Requirements

Two-year college degree in the areas of Business, Finance, Accounting, or a related field, or equivalent combination of education and experience
Five (5) or more years’ experience as a Business Services Officer, Business Loan Officer, or related role
Experience leading, mentoring, and supervising a team with evidence of leadership and talent development
Intermediate to advanced level knowledge with Microsoft Office programs (e.g. Word, Excel, PowerPoint)

Nice To Haves

Bachelor’s Degree in the areas of Business, Finance, or Accounting
Experience analyzing and interpreting a wide variety of written, oral, and visual information from a variety of sources, including financial institutions, vendors, and bank regulators
Experience reading legal documentation
One to three years’ experience as a Cash Management Officer, Treasury Officer, or related role
Beginner-to-intermediate knowledge of Fiserv XP2
Beginner-to-intermediate knowledge of Fresh Desk
Excellent verbal and written communication skills required; proven ability to work in a team environment, learn quickly, and apply knowledge as needed

Responsibilities

Acts as a central resource for branch and customer service inquiries to Commercial Banking
Designs, implements, and manages sales strategies to attract new business members and expand existing business relationships through new deposit, lending, and service solutions
Manages and leads outbound calling efforts and face-to-face meetings with business owners, professional services providers, and community organizations
Builds referral networks with associations, organizations, and centers of influence in TAPCO’s market
Coordinates, hosts, and partners on public events expanding TAPCO’s business offering awareness
Attends industry and community events to promote TAPCO and establish external partnerships
Leads the delivery of timely and thorough responses to internal and external member inquiries, processing requests, and requests for information that elevate and refine the member experience
Partners with department team to obtain and process the necessary member data to underwrite, document, and close requests
Leads application, account opening, loan document signing, and file management processes
Ensures the confidentiality, security, and safekeeping of all accounts, records, and member information to ensure quality member service
Embeds diversity, equity, inclusion, belonging, and accessibility (DEIBA) into your daily workflow
Assists business members with account origination, documentation, file maintenance, and account maintenance
Maintains an up-to-date knowledge of, and adheres to, the requirements of all related policies, procedures, rules, and regulations required for position
Maintain an understanding of, and adheres to, the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions
Assumes responsibility for other duties as required or assigned

Benefits

100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time teammates
50% Employer-paid spouse coverage, 65% Employer-paid dependent children coverage
Flexible Spending Account (FSA), Dependent Care FSA, & Health Savings Account (HSA)
401(k) Plan with up to 7% match
100% Employer-Paid Life Insurance/AD&D package
Paid Vacation and Sick Time, 11 Paid Holidays + 1 Floating Holiday
Optional Short- and Long-Term Disability
Employee Assistance Program
Community impact on us (Up to 40 paid volunteer hours)
Shared Bonus Plan (when company goals are achieved)