Summit Credit Union ยท 1 month ago
Vice President - Business Services (Commercial Banking)
Summit Credit Union is focused on building a better, more equitable world through financial wellness. The VP Business Services will work closely with small to medium-sized businesses to deliver customized banking solutions and ensure member satisfaction while identifying opportunities for business growth.
BankingFinancial ServicesPersonal Finance
Responsibilities
New Member relationships are developed through organized prospecting efforts
Members receive outstanding accurate and timely service
Relationships with Credit and Operations teams are marked by clear communication and mutual respect
Business Services is well represented at community events and local non-profits
Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality
Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture
Qualification
Required
Bachelors Degree in Business Administration, Accounting, Finance or a related field
Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education
Professional well developed interpersonal skills; essential for interacting with credit union staff and members
Expert knowledge of business lending, deposit acquisition and treasury management products and strategies
Proven business development and leadership abilities
Expert knowledge of laws and regulations that govern lending and deposit products
Demonstrated ability to ask in-depth questions and effectively negotiate
In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.)
Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel
Company
Summit Credit Union
Summit Credit Union is a credit union that provides banking services to members.
Funding
Current Stage
Late StageRecent News
2025-04-14
2025-03-26
BizTimes - Milwaukee Business News
2025-03-17
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