Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Business Solutions Specialist
Job
Diversified Members Credit Union
Remote
Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
74
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Company Overview Diversified Members Credit Union is a member-focused financial institution dedicated to providing exceptional financial services and lending solutions to our community. Our mission is to empower our members through personalized service and innovative financial products. Summary The Business Solutions Specialist promotes and supports business banking services including deposit accounts, treasury, and credit products to meet business member needs and support organizational growth. This position would build strong member relationships, ensure compliance with all business-related policies and regulations and assist with the department's revenue growth and initiatives. Responsibilities Promote and cross-sell business products, treasury services, and lending solutions to support member needs and organizational growth. Assist business members with loan requests, collaborating with internal teams to facilitate a seamless lending process. Build and maintain positive relationships with business account holders, providing exceptional service and guidance on our capabilities. Support the development and execution of marketing initiatives to expand the business portfolio. Open, service, and maintain member business accounts while ensuring compliance with credit union policies and regulatory requirements. Audit account applications and supporting documentation to ensure they are complete, accurate, and properly executed by account holders. Monitor business accounts for continued compliance, oversee corrective actions as needed, and report updates to management. Investigate and resolve issues for business members, ensuring timely and effective solutions. Prepare and submit reports as required by management to track performance, compliance, and growth opportunities. Develop and refine business account procedures and guidelines to enhance efficiency and compliance. Provide ongoing training and support to branch teams regarding business account opening procedures and services. Represent DMCU at community and business events to promote business banking services and foster relationships. Maintain accurate and up-to-date CRM records for sales tracking and department requirements. Perform other duties as assigned by management to support business banking initiatives and member service excellence. Requirements Minimum of an Associate degree required Minimum three years of experience working with business accounts in a financial institution and have knowledge or experience with treasury management. Extensive knowledge of laws/regulations/compliance regarding business accounts Good judgment and aptitude for problem solving. Must be willing to adjust work hours as needed. Knowledge of related computer applications including Word and Excel. Well organized and attentive to detail. Completion of all required compliance and information security training annually. Working Conditions Ability to lift 15-20 lbs. Ability to sit/stand for long periods of time