What are the responsibilities and job description for the Business Banking Rep I position at BayPort Credit Union Brand?
POSITION SUMMARY:
The primary purpose of this position is to provide high-quality support to our business members by assisting with their banking needs. You will be the first point of contact for business members, offering services such as business account opening, loan inquiries, and providing guidance on various business banking products and services. This position offers an excellent opportunity to develop a strong foundation in business banking while contributing to the growth and success of our members.
ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES:
- Assist business members with opening new business accounts, including checking, savings, and merchant services accounts.
- Ensure all documentation is completed accurately and in compliance with credit union policies.
- Educate business members on available business banking products and services, including loans, credit lines, and digital banking tools.
- Assist business members with various banking transactions, such as deposits, withdrawals, wire transfers, and payments.
- Collaborate with other departments and teams to resolve member issues and ensure seamless service delivery.
- Process loan applications, collect necessary documentation, and assist business members with loan inquiries.
- Foster strong relationships with business members to promote loyalty and encourage repeat business.
- Follow up with members regularly to ensure their banking needs are being met.
- Perform other duties as assigned.
QUALIFICATIONS AND REQUIREMENTS:
Required Education: A high school diploma or equivalent.
Required Experience: 3-5 years of similar or related experience.
Required Knowledge: Demonstrated knowledge of business banking products and services.
Skills and Abilities:
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
- Ability to work in a fast-paced environment while maintaining a high level of accuracy.
- Detail-oriented with strong organizational and time management skills.
- Proficiency in Microsoft Office and basic computer skills.
- Strong problem-solving abilities, communication, and interpersonal skills.
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
