Workplace Banking Specialist II

Suncoast Schools Federal Credit Union • Tampa, FL

41d • $69,000 - $100,000 • Hybrid

About The Position

Maintains relationships with organizations, decision-makers, leaders and influencers to position Suncoast Credit Union as a financial leader. Maintains a strong pipeline of appointments through maintenance of existing client relationships with the goal to acquire new memberships, loan products, and to deepen their financial relationships with Suncoast. Builds business through sales of Credit Union products and services. Processes a wide range of financial transactions for Credit Union Members and maintains accuracy according to organizational standards.

Requirements

• High School Diploma or equivalent (BA or BS degree in business related field preferred)
• 3+ years of professional level experience in financial services, banking, revenue cycle, credit card or payments industries
• 3+ years of B2B marketing experience, working in a highly matrixed organization, creating and managing marketing campaigns with multiple work streams and interdependencies
• 3+ years client management or agency experience
• Superior knowledge and understanding of Credit Union products, services, policies, and procedures, as they relate to financial transactions, deposit accounts, and consumer loans
• Superior knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
• Superior math proficiency in order to calculate loan to value ratios and debt to income ratios, and audit own work
• Must be able to maintain a high level of confidentiality
• Experience applying marketing analytics to inform marketing strategy including segmentation and targeting, measurement, and test / learn design and reporting
• Proficiency with MS Project, Excel, PowerPoint and SharePoint
• High energy, detail oriented and creative
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

Nice To Haves

• BA or BS degree in business related field preferred

Responsibilities

• Promotes, explains features and benefits, and cross-sells Credit Union products and services to help members meet their financial needs
• Responsible for building business through sales of products and services, as well as through serving the community and actively participating in area events/presentations while representing the Credit Union
• Support current products with sales enablement initiatives, digital projects and multi-faceted communications with the aim of engaging providers with financial literacy
• Presents features and benefits of share, negotiable deposit, retirement, and fiduciary accounts
• Answers questions and solves problems regarding members' financial needs by listening to details, collecting data, securing answers, and reporting results to inquiring party
• Schedules and facilitates on site events at these acquired organizations to drive new membership growth
• Creates an exceptional member service experience at these on-sites and with the Organization
• Opens accounts, performs maintenance, account changes and reconciliation, and error resolution
• Determines eligibility when opening accounts
• Inputs and processes basic to intermediate consumer loan requests
• Interviews members to determine loan qualifications
• Offers recommendations according to underwriting guidelines and completes documentation required for loan disbursement
• Brings "One Company" Initiative of building qualified referral production to other internal Line of Business partners. (STIS and Business Services)
• Campaign management including list and database management, email creative and production, reporting and tracking
• Ensures all regulatory requirements regarding accounts are followed
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED