Business Services Manager

TAPCO Credit Union•Tacoma, WA

5d•Onsite

About The Position

Since 1934, TAPCO Credit Union has been guided by a simple belief: people first, always. Our roots in the community run deep, and we show up with intention to drive our mission of making financial wellness accessible for all. For our teammates and members alike, we're about belonging, not transacting. We believe meaningful connection, respect, and valuing one another are at the heart of our relationships and workplace culture. We strive to create an environment where people feel seen, supported, and empowered to grow and thrive together. Every story matters, every interaction is an opportunity to build trust. Your journey starts here. We believe growth is a shared responsibility, and we’re committed to investing in you every step of the way with opportunities that generate momentum. Whether you’re building confidence, developing new skills, or growing into what’s next, you’ll be supported by teammates who want to see you thrive. This is more than a job; it is a place to belong. Come plant your roots at TAPCO: grow with us and rise with purpose! Core Competencies Member Focus : Prioritizes the needs, preferences, and experiences of members (stakeholders) by delivering exceptional service, building trust, and creating value. This competency ensures alignment with the organization's mission to serve and support its members (stakeholders) effectively. Instills Trust : Builds and maintains confidence and credibility with others through consistent, honest, and ethical behavior. This competency is fundamental to fostering strong relationships, collaboration, and a positive organizational culture. Cultivates Innovation : Inspires, generates, and implements creative ideas that improve processes, products, services, or organizational outcomes. It reflects a mindset focused on curiosity, experimentation, and the encouragement of fresh perspectives. Drives Results, Purpose, and Vision : Strategically organize and coordinate tasks, resources, and people to achieve goals effectively and efficiently. It emphasizes foresight, prioritization, and collaboration to ensure alignment with organizational objectives. Plan and Aligns : Planning, prioritizing, providing direction and removing obstacles to keep TAPCO moving forward and meeting our organizational goals. Position Summary 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 )
90-day Introductory Period