Business Services Partner
About The Position
The Business Service Partner is responsible for servicing business member account products, managing existing products, as well as supporting the development of future products and services. The Business Services Partner will regularly assist Business Qualified Financial Services Guides with their questions on business structure and can assist in opening new accounts. The Business Services Partner takes the initiative to identify and recommend improvements to all facets of our business member experience. They routinely collaborate with internal and external credit union stakeholders to train, deliver, enhance, and fulfill business member needs and resolves complex matters creatively and swiftly, protecting the credit union and its membership from all forms of risk and loss by exercising prudent decision-making skills.
Requirements
- 2+ years of experience with business banking products and services or related experience.
- Highly proficient with Microsoft outlook.
- Comfortable functioning in a position that requires a high degree of detail orientation, follow through, and organization.
- Able to function in a highly visible role and maintain exemplary customer service while interacting with both internal and external stakeholders.
- Communicate clearly and confidently in written and verbal forms.
- Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).
Responsibilities
- Acts as the escalation point for complex transactions and member issues.
- Completes and finalizes service requests related to business member services across multiple channels.
- Guides members on required documentation for opening and maintaining accounts; supports branch staff with complex ownership scenarios.
- Keeps up to date with internal training to ensure compliance in member interactions.
- Assists internal and external stakeholders with digital banking inquiries and troubleshooting solutions when necessary.
- Partners with departments such as Internal Audit, Fraud Management, Legal, Risk, Payments, Digital, and Mortgage to address member needs.
- Supports staff understanding of ECU policies on new memberships, Treasury Management products, and account changes.
- Identifies and recommends improvements to processes affecting business members.
- Provides account maintenance support by identifying changes and required documentation.
Benefits
- 4 weeks paid time off for full-time employees
- work anniversary paid time off
- paid volunteer time off
- 12 paid holidays
- Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
- Up to a 4% match on 401(k) contributions
- Up to twelve weeks of fully paid parental leave
- An extensive Employee Assistance Program that provides personalized care options for your whole household
- Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
