Golden 1 Credit Union · 2 hours ago
Retail Business Services Production - Business Services Advisor (Remote in CA - Central Coast)
United States
Full-time
Remote
Entry, Mid Level
$27.56/hr - $35/hr
2+ years expGolden 1 Credit Union is seeking a Business Services Advisor to support small businesses through education and relationship building. The role involves advising clients on financial services, collaborating with branch employees, and ensuring compliance with policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Work proactively to build and grow relationships with potential new members and engage with existing members by asking questions to learn about their financial needs, understanding their goals, and sharing how Golden 1 can help them through proactive outreach, phone or in-person visits. Plan and execute appointments
Develop relationships with branch employees through training sessions that focus on understanding the Business Services Advisor role. This training will equip employees to assist in meeting members' broader financial needs, efficiently complete service requests, and educate on small business requirements
Foster a positive and collaborative environment, ensuring effective communication and knowledge sharing within the business services team and branch associates
Collaboratively work with Business Services Market Area Manager on products and marketing tactics to enhance member penetration and improve member’s business efficiencies. Develop, recommend, and implement initiatives that improve on our service capabilities resulting in business membership growth, increased product utilization and exceptional member service
Identify new business opportunities and develop a plan to drive consistent performance within the retail channel encompassing home loans, investments and other partnerships, aiming to Business Membership and increase Deposits as Golden 1 becomes a financial services leader for Business Services
Assist in scheduling member appointments (new referrals, follow-up on old referrals, and existing account development)
Required to conduct outbound calls to members to uncover potential opportunities
Promote Golden 1 Credit Union in the communities we serve with centers of influence: community involvement, affiliations with beneficial organizations, etc
Provide regular reporting of contacts, products, and other aspects of activities as needed to the Business Services Market Area Manager
Engage with members in all phases of the business life cycle while following policies and leveraging product knowledge. Conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to members
Act as the primary relationship manager for small business members in an assigned territory using member relationship management tools
Protect the assets of the credit union and our members through the proper execution and administration of operational and risk management policies and procedures in compliance with the mandates established by the credit union and the law
Ensure compliance with organizational policies, industry best practices, and relevant laws and regulations
Serve as a leader in managing risk. Understand and manage risks in the business, adhere to policies, procedures, controls and ensure compliance with applicable laws, rules and regulations
Qualification
Required
2 years of small business experience or 3-5 years of sales experience
Proven experience managing a dedicated book of small business customers across assigned territory
Member service focus with experience managing complex transactions across multiple systems
Experience building and maintaining effective relationships with members and internal partners
Experience using strong business acumen to provide financial services consultation to small business members
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues
Ability to educate and connect members to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with member and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Preferred
Bachelor's degree preferred. Work experience may be considered in lieu of a four-year degree
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
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