Nuvision Federal Credit Union ยท 3 hours ago
Commercial Business and Financial Services Officer - Full Time - Onsite (AK)
Nuvision Federal Credit Union is seeking a Commercial Business and Financial Services Officer to develop and execute their Commercial and Business Segment for lending and deposit products. The role involves collaborating with internal partners to grow membership, ensuring quality and accuracy in transactions, and maintaining strong relationships with commercial members.
Banking
Responsibilities
Meets all commercial and business member needs by providing timely processing of commercial and business loan and account transactions
This position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts, posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of commercial and business account maintenance
All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved
Builds strong, collaborative relationships with the members to keep retention of those members high and to grow the commercial and business membership according to assigned sales goals
Collaborates with commercial lending, small business team and retail partners to ensure product development for the commercial and business segments are effectively being offered to understand where enhancements are needed and the retention of the commercial and business membership is kept at the highest level. To include reviewing high profile commercial member accounts weekly to secure ongoing membership
This position profiles the member to recommend and cross sell product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending, consumer deposit and lending services, and auto lending
Member experience is a primary focus and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members
Must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy
Implement, monitor, and ensure compliance with Credit Union policies and procedures in relation to commercial and business operations
Review and recommend changes to department procedures to improve efficiencies and exceed member service and sales goals
Supports and participates in continuous improvement activities
Represents the Credit Union in a positive and professional manner
Maintains member, team members and other sensitive information with confidentiality
Treats co-workers and members with respect
Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences
Other related duties as assigned
Qualification
Required
18 months Financial institution experience with prior loan experience and reaching service and performance goals
Commercial lending and business services experience
Working knowledge of business deposit and loan products, commercial cash management experience
Proven ability to garner business
Demonstrated ability to operate office machines to include 10-key
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
Excellent customer service and problem resolutions skills
Proficient with PC and demonstrated ability to use Microsoft applications including Outlook, Word and Excel
Excellent verbal and written communication skills in person and over the phone
H.S. Diploma or equivalent
Preferred
24 months Financial institution experience with prior loan experience and reaching service and performance goals
Proven ability to generate business while participating in community business development
Ability to problem solve
Presentation skills and self starter
Able to work with a sense of urgency in a fast paced, high pressure environment with multiple &/or constantly changing environments
Benefits
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Company
Nuvision Federal Credit Union
Our Nuvision team is honored to serve our 150,000 plus members and provide exceptional service, best-in-class products, and great member experiences.