Member Business Services Specialist

RAIZ FEDERAL CREDIT UNION•El Paso, TX

5d•$19 - $29•Onsite

About The Position

This position reports to the Commercial Credit Administration Manager. This role requires someone who is enthusiastic about educating and assisting our members with our business services, products and loans. This role will be the primary contact and support for operational matters, business accounts and Member Business Loans (MBL) support. You will be an empowering mentor that will be: A trusted expert A natural communicator A champion for our members and the community A guide through the moments that matter the most to our members

Requirements

Education – High school degree or equivalent, college hours preferred.
Minimum of 3 to 5-years of credit union and/or banking/customer service experience.
Understanding of financial industry concepts, related laws, and regulations
Must have good communication and interpersonal skills
Critical thinking and problem-solving skills
Detail-oriented, and ability to multi-task
Proficient in Microsoft Office and web-based applications

Nice To Haves

Previous credit union experience is a plus
Demonstrated leadership and interpersonal abilities

Responsibilities

Responsible for providing small business loan services to business account members, potential business members and executing sales strategies to maximize loan/deposit fundings through core and loan origination system (LOS) as written in policy and procedures to ensure compliance.
Responsibilities include serving as the primary contact for business members wanting to establish a business deposit relationship; to include opening, servicing, maintenance, problem resolution.
Subject matter expert in troubleshooting digital banking services.
Training members and team members on business services, products and business documentation, addressing internal/external inquiries, complaints and providing solutions.
Knowledgeable expert who is educated on all services provided.
Attends all required Credit Union trainings to include but not limited to continued learning courses such as CPD courses, CyberTrainings and LinkedIn courses.
Ensuring balancing records and/or audits meet established standards to include but not limited to cash drawer, HUB and debit card audits.
Acting as an empowering mentor to provide guidance to our members and building trust by providing sound advice considering our members’ best interests.
Provide feedback and suggestions to improve process efficiencies.
Utilize experience and knowledge of bank services and products to suggest those that may best serve the members’ needs.
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP).
Attends required annual BSA training and required compliance training.
Assist with all other duties as assigned or identified.