Cyprus Federal Credit Union · 1 week ago
Business Banking Officer
Spanish Fork, UT
Full-time
Onsite
Entry, Mid Level
2+ years expCyprus Federal Credit Union is a respected financial institution that values diversity and community volunteering. The Business Banking Officer is responsible for providing comprehensive financial solutions to small businesses, focusing on acquiring and retaining business relationships while promoting deposit, treasury, and lending growth.
FinanceFinancial ServicesNon Profit
Responsibilities
Identify and source new business members through outbound calling, business visits, inbound calls, and email
Maintain regular contact with business members within the portfolio
Respond to member requests
Conduct thorough interviews to determine member needs
Recommend a package of products/services that fulfill those needs
Fulfill member requests for additional products and services
Refer members to business partners as needed
Educate business members and employees on small business lending solutions, business credit cards, deposit accounts, treasury and cash management solutions, digital banking solutions, and consumer product referrals
Coordinate activities with branches and related departments, obtaining or conveying information as needed
Keep management informed of area activities and significant problems
Answer inbound phone calls from business members and employees
Assist members with servicing issues such as payment discrepancies, fees, and late payments
Cooperate with other employees to ensure member requests are handled efficiently
Collaborate with assigned branches and branch employees to build referral sources
Work with assigned business chambers to identify business prospects and support local businesses
Develop centers of influence and networks to create additional referral sources
Conduct regular follow-up calls with business members
Provide support and training to branches on business services
Assist and support Business Services personnel as needed
Prepare account applications and other documentation for member signatures, if applicable
Look for ways to perform duties more efficiently
Identify and attend marketing events that complement or serve the industry or product niches of the portfolio
Review and evaluate set goals for production and cross-selling, making adjustments as needed
Review and update the knowledge base on all product offerings to ensure the latest information is provided to members and employees
Attend and participate in meetings as required
Provide detailed reports to management on area activities and significant problems
Complete special projects as assigned
Qualification
Required
Accurate and attentive to detail
Well organized
Strong typing abilities
Ability to assist others
Proficient with basic business equipment (computer, adding machine, copy machine)
Strong sales ability and understanding of sales process
2 to 5 years' experience in a financial institution, preferably working with small businesses
Basic knowledge of business account services and procedures
Familiarity with business loan programs and service requirements
Familiarity with general loan documentation
High school graduate or equivalent
Preferred
Associate's or Bachelor's degree in Finance, Accounting, Business, or a related field
Benefits
Health, dental, life, and vision insurance plans
401(k) and retirement savings plan
12 paid holidays
Paid day off for your birthday
PTO starting from day one
Additional PTO for community volunteering
Competitive tuition reimbursement
Company
Cyprus Federal Credit Union
Founded by 22 Utah Copper Company employees in 1928, Cyprus Credit Union is Utah's longest-serving credit union and provides financial services to a diverse membership across the entire state.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Stephen Muse
Chief Technology Officer
Buddy Bennett
Chief Operating Officer
Recent News
Company data provided by crunchbase