Job Description
Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper.
- Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect.
- Innovate Boldly – We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible.
- Embrace the Fun! – We take joy in our work by welcoming kindness, integrity, and authenticity.
- Own It – Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what’s right.
Position Summary Department Member Business Services
This senior business banking position is responsible for managing a portfolio of existing clients and acquiring new relationships to the Credit Union. Will focus on growth while meeting all of the needs in the business banking market.
Essential Duties - Builds relationships with clients with annual sales set by VP of Member Business Services.
- Offers Business Member products and services such as business depository products, cash management products, business lending & credit cards as well as other products.
- Conducts outside calls to retain and prospect members.
- Handles Business Member inquiries and service issues in assigned portfolio or branch.
- Maintain knowledge of credit union products and services in to order cross-sell business and personal financial products and services.
- Meets goals established by VP of Member Business Services.
- All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions.
- Performs other duties as assigned.
Qualifications Supervisory Responsibilities 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.
Education Min/Preferred Education Level Description Preferred
4 Year / Bachelor's Degree
Bachelor’s degree in business, accounting or finance, or 10 plus years’ equivalent banking and lending experience.
Experience Minimum Years of Experience Comments 6
Six plus years of outside sales and customer service experience in the financial services industry.
Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.
Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Skills And Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.
Job Tags
Bank staff,