Business Services Support Specialist

[VerityCUWestSeattle]

We are hiring for a Business Services Support Specialist at our Northgate headquarters in North Seattle! This position is responsible for supporting all small business membership and deposit functions, while assisting in all areas of the Business Services Department to achieve the target performance and growth. The Business Services Support Specialist has extensive contact with the members, and is to conduct relationships in a manner that will enhance the overall marketing effort of the Credit Union.

Who We Are. . .

Verity has been a local member-owned credit union offering a full range of financial products and services to our members since 1933. Verity means truth—and this guides our actions. Honesty may not be the easiest approach, but it is the right one. We are the only financial institution in the Pacific Northwest that is a part of the Global Alliance for Banking on Values (GABV), one of 54 financial institutions around the globe committed to a triple bottom line approach to our banking, which means that people, planet and prosperity are at the heart of everything we do.

We take pride in our work. Our mission and vision guide our daily activities, and we need motivated individuals to lead our success. Verity is committed to being a top employer in Washington and we are honored to be a 2020 National 101 Best & Brightest Company based on our employee’s own reviews for five years in a row now.

ESSENTIAL JOB FUNCTIONS

Order and review of applicable due diligence items (operating agreements, account cards, business license, entity documentation, etc.).
Assist Business Services Development Officer with managing the auxiliary business services products (ACH, RDC, analysis accounts, etc.).
Follow up on business memberships and business services.
Provide loan services support for business members.
Assist Business Services team in improving the knowledge of the Business Services products throughout the other delivery channels, including supporting the Branch Network to provide increased sales opportunities.
Insure credit stipulations and covenants are followed and loan packages are complete.
Monitor and manage the existing business membership portfolio with a focus on product performance of existing relationships.
Maintain knowledge of all state and federal regulations that are applicable to the transactions performed.
Research industry trends and risks.
Ability to interact in a courteous and professional manner with other departments within the credit union, vendors, outside visitors and by phone.
Act as a backup for questions regarding business products and services.
Send correspondence to members and follow-up when necessary.
Assist management in preparation for internal/external audits.
Keep the team informed during the onboarding process and troubleshooting any issues that arise.
Compile reports as requested by management.
Performs other job related duties as assigned.
Qualifications
Please Note: If you feel you do not have all the qualifications and/or skills listed we still encourage you to apply.

Education and Experience

Bachelors degree in business administration or two or more years of related experience (desired)
Experience working with small business clients (preferred)
Commercial documentation experience (a plus)

Knowledge, Skills, and Abilities

Working knowledge of business accounts and deposit support.
Knowledge of financial institution processes, loan policies and procedures, and the fundamentals concepts of business accounts.
Maintain strict adherence to established security procedures.
Ability to learn and use software, including commercial underwriting programs.
Ability to read complex entity documents.
Ability to collect, organize, interpret, and analyze entity documentation.
Ability to perform minor mathematical calculations.
Strong verbal, written, and interpersonal skills.
Detail-oriented.
Solid problem-solving skills.
Prioritizes to meet work deadlines.
Ability to work independently and as a team member.
Ability to present a positive and professional image to all employees and members.
Ability to be certified as and maintain status as a notary.

PHYSICAL CONDITIONS

Verity CU is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:

Position requires the ability to sit or stand for long periods of time.
Position requires the ability to work on computers for a long period of time in an office environment.

Share This

[Author]

Posts