Hiring Range: Minimum $ 49,423.00 Mid $ 58,145.00 annually

Essential Duties and Responsibilities:

• Develop and maintain extensive knowledge of products, services and pricing, service setup documentation, operating systems, and data transmissions, file formats and protocols used for the set up and support of all SRP Business Deposit Products, Treasury Management products and services, Merchant Processing and Business Online Banking.
• Responsible for initial client onboarding, set up, and servicing as defined above.
• Assist SBDO, Commercial Lender,s and Member Experience Team in identifying additional client needs and offering/providing additional products and services.
• Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met
• Provide follow-up to customer questions and find solutions to address issues
• Be responsive and timely with correspondence to keep lines of communication open and clear
• Maintain a position of trust and responsibility by keeping all customer business confidential
• Responsible for selling and cross-selling Credit Union services to current and potential Credit Union services are to be promoted using the "member benefit-based approach".
• Fully complies with the requirements of all Credit Union policies, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
• Partner effectively with all areas of the organization to reach strategic
• Actively engage in meaningful community activity to expand potential customer
• Works well within a team environment and collaborates closely with internal partners to deliver member solutions.
• Continually raise market awareness for SRP Federal Credit
• May be assigned other tasks by the appropriate line
• Collaborate with the Business Services team to assist with treasury services and merchant processing setup and servicing.
• Minimum of six years of related experience (Treasury Management, Business Banking, Commercial Lending, Business Client Service); previous banking experience is preferred—reports to Small Business Services Manager.

Other Skills:

• Experience building and maintaining effective relationships with members and internal
• Ability to work effectively in a team
• Excellent verbal, written, and interpersonal communication
• Effective organizational, multi-tasking, and prioritizing
• Strong attention to detail and accuracy
• Experience in financial services and prior knowledge of the financial services industry, products and
• Knowledge of banking (credit and deposit) products and
• Experience documenting and optimizing business
• Strong customer service experience
• Proven ability to engage in critical conversations with senior executive

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Office software including Windows, Word, Excel, Outlook Email /Calendar/ Teams and Internet Explorer software; knowledge of nCino, Symitar, and MeridianLink preferred.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Regularly required to stand; use hands to finger, touch, or feel and reach with hands and arms. Frequently required to walk, stand, stoop, kneel, crouch, or crawl. Occasionally required to sit, climb, b, and balance. Frequently required to lift and/or move up to ten pounds and occasionally lift/or move up to twenty-five pounds. Regularly required to listen and interpret information received through spoken words and sentences in person and by the phone and accessed via the computer. Regularly required to communicate information and ideas so others will understand both in person, on the phone, and via the computer. Vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception,n and ability to adjust focus.

Experience

• 3 year(s): Member/customer service experience or more
• 6 year(s): Business banking experience

Education

• Associates or better in Finance or related field
• Associates or better in Business Administration or related field

Skills

• Lending - Commercial
• Deposit Services

Behaviors

• Thought Provoking: Capable of making others think deeply on a subject
• Team Player: Works well as a member of a group
• Loyal: Shows firm and constant support to a cause
• Leader: Inspires teammates to follow them
• Innovative: Consistently introduces new ideas and demonstrates original thinking
• Functional Expert: Considered a thought leader on a subject
• Enthusiastic: Shows intense and eager enjoyment and interest
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

• Self-Starter: Inspired to perform without outside help
• Job Security: Inspired to perform well by the knowledge that your job is safe
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Goal Completion: Inspired to perform well by the completion of tasks
• Financial: Inspired to perform well by monetary reimbursement
• Peer Recognition: Inspired to perform well by the praise of coworkers
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
• Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

• Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work