Senior Business Banking Officer

Valley Strong Credit Union • Bakersfield, CA

6d

About The Position

This senior business banking position is responsible for managing a portfolio of existing clients and acquiring new relationships to the Credit Union. Will focus on growth while meeting all of the needs in the business banking market.

Requirements

• Ability to read and comprehend instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute dividends and interest.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written or oral form.
• The Team Member occasionally must lift and/or move up to 10 pounds.
• Ability to stand for long periods of time.
• Must be able to process transactions in an efficient manner.
• Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
• Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

Nice To Haves

• Bachelor’s degree in business, accounting or finance, or 10 plus years’ equivalent banking and lending experience.
• Six plus years of outside sales and customer service experience in the financial services industry.

Responsibilities

• Builds relationships with clients with annual sales set by VP of Member Business Services.
• Offers Business Member products and services such as business depository products, cash management products, business lending & credit cards as well as other products.
• Conducts outside calls to retain and prospect members.
• Handles Business Member inquiries and service issues in assigned portfolio or branch.
• Maintain knowledge of credit union products and services in to order cross-sell business and personal financial products and services.
• Meets goals established by VP of Member Business Services.
• All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees