Commercial Banking Member Specialist na GESA CREDIT UNION
GESA CREDIT UNION · Richland, Estados Unidos Da América · Onsite
- Professional
- Escritório em Richland
Job Details
Description
Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: About - Gesa Credit Union
Role Summary:
The Commercial Banking Member Specialist is a point of contact for our commercial banking members. This position is designed to provide a high level of value-added member service that meets the exceptional member service and experience guidelines. Employees in this position will be expected to have a high competency in their knowledge of all commercial banking products and services to assist external phone calls from members and internal requests from commercial team members. In addition, their knowledge of the products and services will provide a point of contact for branches and MCC staff to call for assistance.
What You Will Be Doing:
- Provide member service resolution for inquiries and problems from external commercial members, internal commercial team members, and provide knowledge and assistance to branches and MCC team members.
- Take ownership of requests from the Commercial Banking Deposit Officers, Commercial Loan Officers, Small Business Development Officers, SBA Lenders and other commercial team members with member product onboarding for services such as ACH, Merchant Deposit Capture, Online Wire, Online Banking, Account Analysis, Positive Pay, Merchant Services, and Sweep Accounts. They will assist with product implementation, internal system set up.
- Take ownership of requests for temporary limit increases for ACH and MDC and provide exceptional member service in the process. A part of this job function is to obtain the proper documentation and approval to make changes in the system.
- Provide exceptional members service and complete transactions at a high level of accuracy to our external commercial members who call or email in and our internal commercial team members who call, email, or send a chat requesting the following transactions: transfers, line of credit advances, line of credit paydowns, term loan payment requests, and wire transfers.
- Maintain a high level of competency and problem-solving skills to assist commercial members with their cash management solutions and to troubleshoot errors and system issues.
- Assist the commercial banking operations with commercial deposit and commercial loan research.
- Adhere to BSA compliance, state and federal regulations related to business accounts.
- Attend ongoing BSA training to include webinars, BSA training offered by CPA’s, obtain BSA Certification.
- Always maintain a professional demeanor when representing Gesa Credit Union. This includes verbal and written communications.
- Provide recommendations and process improvements to supervisor regarding the business development strategies and direction the credit union could take.
- Troubleshoot to company representatives’ inquiries in a timely, friendly and accurate manner.
- Perform administrative functions associated with areas of responsibility and duties.
- Display leadership values such as mutual respect, honesty, trust and dignity, and act in the best interest of the credit union. Lead by example by displaying solid ethics and integrity at all times.
- Maintain and protect all sensitive data utilizing the highest standards of confidentiality.
About You:
- Ability to utilize strong organizational skills and have high level of accuracy.
- Ability to respond to team members, and business members in a timely professional manner.
- Ability to promote and participate in a cohesive team environment.
- Ability to maintain a high level of confidentiality relative to member’s accounts/loans.
- Ability to work independently and using sound judgement in problem solving.
- Ability to communicate with supervisor regarding matters of product or servicing escalation issues.
- Ability to work under pressure and manage workflow to provide a high level of member service.
Qualifications
What You Will Need:
- Two (2) years of similar or related experience.
- High School Graduate or higher preferred.
- Excellent oral and written communication skills required.
- Proficiency with standard office equipment and business software.
- General knowledge and understanding of banking products and business services preferred.
- Some travel is required to set up Cash Management services at member business locations, credit union training or events, to fulfill duties, and for career development as approved.
- A valid Driver’s License is required.
- Two (2) years of similar or related experience.
- High School Graduate or higher preferred.
- Excellent oral and written communication skills required.
- Proficiency with standard office equipment and business software.
- General knowledge and understanding of banking products and business services preferred.
- Some travel is required to set up Cash Management services at member business locations, credit union training or events, to fulfill duties, and for career development as approved.
- A valid Driver’s License is required.
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
- Competitive Pay
- Medical, Dental, Vision, and Life Insurance
- 20 days/year of Paid Time Off – Plus 10 Paid Holidays!
- 401(k) Match
- Incentive Program
- Tuition Assistance and Student Loan Repayment
- Commuter Benefits
- Paid Time Off to Volunteer in the Community
- Product discounts
- Engaging Work Environment
- Rewards and Recognition Programs
Full Salary Range:
$25.11 - $37.67
*While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!"
Get wise to what’s possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or [email protected] to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment credit/background check.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.