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Business Banking Deposit Specialist
SAFE CREDIT UNION
Folsom, CA | Full Time
$58k-77k (estimate)
2 Days Ago
Business Banking Deposit Specialist
SAFE CREDIT UNION Folsom, CA
$58k-77k (estimate)
Full Time | Banking 2 Days Ago
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SAFE CREDIT UNION is Hiring a Business Banking Deposit Specialist Near Folsom, CA

DescriptionBusiness Banking Deposit Specialist - Hourly Range: $28.94 - $36.18Exact compensation may vary based on skill, experience and location.POSITION PURPOSEUnder the direction of the Business Banking Assistant Manager, the Business Banking Deposit Specialist will be responsible for supporting the Business Banking team with the centralized business account opening and maintenance process. They will be responsible for opening business accounts through Xpress Accounts (XA, Meridian Link) online channel and DNA. They will vet all online business membership applications for eligibility, collect proper documentation, and process business account opening. They will also be responsible for all business account maintenance requests, sourcing sales and finding referral opportunities with SAFE business members.
Essential Functions And Basic Duties
  • Support a centralized business account and maintenance process through appointment setting in TimeTrade.
  • Support a centralized business account application process for Xpress Accounts (XA) from the Online Channel.
  • Support existing business members with all maintenance requests such as opening additional deposit accounts, updating entity documents, updating authorized signers, through DNA.
  • Conduct probing conversations in relation to business purpose and activity to determine risk and eligibility.
  • Utilize internet resources including state, county, federal, vocational, licensing, and social media sites to collect required information and documentation to appropriately vet the business member.
  • Support Business Banking and Commercial Lending portfolio business members with business account and maintenance requests.
  • Establish membership for Commercial Lending members.
  • Perform pre-calls on TimeTrade appointments to establish the process and documentation requirements with the business member.
  • Follow up with members proactively by monitoring XA applications and TimeTrade appointments while adhering to SLAs.
  • Identify member needs proactively and/or concerns that require leadership involvement.
  • Perform reviews and self-assessments on new business accounts and updates to existing business accounts and documentation completed within Business Banking
  • Possess extensive knowledge of SAFE’s Business Account policies, procedures, and requirements.
  • Possess extensive knowledge of Credit Union Business Membership Eligibility.
  • Knowledge of products and services offered to business account members.
  • Cross training on Business Lending Products including Business VISA and Business Auto
  • Inform and explain denials to business member applicants.
  • Create, administer, and send denial letters to non-responsive and unqualified business member applicants.
  • Perform Site Visits at member business location as applicable.
  • Evaluate referrals for cross-sale opportunities to SAFE’s internal business partners and third-party vendors (Merchant Services, Payroll Services,).
  • Support Business Banking Assistant Manager with requested administrative duties or business member related items.
QualificationsRequired Knowledge: Two to three years of personal/business banking experience. Experience with complex business entity documentation and account screening (adhering to Compliance and BSA requirements).
RequiredExperience Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills/Abilities
  • Knowledge of Microsoft Office Suite, Meridian Link, TimeTrade, Nautilus, DNA, LexisNexis, and Adobe Acrobat.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving skills to assist in resolving issues and improve overall servicing; strong knowledge of quality control techniques and the ability to analyze business member accounts, activity, etc. to provide superior member service.
  • Ability to work in a deadline-oriented environment and prioritize tasks appropriately.
  • Ability to work effectively in a team environment.
  • Organized and detail focused.
  • Ability to adapt to a rapidly changing business and technological environment (e.g., introduction of a new product or work environment capabilities), and to utilize the tools which are available to service members more efficiently.
  • Strong organizational skills, with attention to detail, planning, and follow-up.
  • Ability to troubleshoot and resolve errors.
Language SkillsWORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY
  • Excellent communication skills (verbal, written, listening skills, and empathy).
  • Expert ability to build relationships with other leaders, business partners, and stakeholders.
Mathematical Skills And Reasoning Ability
  • Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
PHYSICAL DEMANDS AND WORK ENVIRONMENTThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
  • The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 10 pounds.
  • Specific vision abilities required by this job include close vision.
  • The noise level in the work environment is usually moderate.
Intent And Function Of Job DescriptionsThis is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$58k-77k (estimate)

POST DATE

06/27/2024

EXPIRATION DATE

07/18/2024

HEADQUARTERS

ELK GROVE, CA

SIZE

25 - 50

FOUNDED

2018

REVENUE

$5M - $10M

INDUSTRY

Banking

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