TENCU ยท 2 days ago
Business Banking Representative
TENCU is a mission-driven organization focused on providing exceptional service to employees and communities. The Business Banking Representative will serve as the primary point of contact for business clients, providing tailored banking solutions and exceptional service to help them achieve their financial goals.
BankingFinanceFinancial ServicesLending
Responsibilities
Serve as a primary point of contact for business members, engaging in consultative conversations to understand their financial priorities and recommend personalized solutions
Collaborate with lending staff to gather and organize financial statements, borrower documentation, and other relevant materials needed for annual loan reviews
Identify opportunities to cross-sell Credit Union products and services
Ensure compliance with all banking regulations and internal policies
Resolve client inquiries and issues promptly and professionally
Qualification
Required
High school diploma or equivalent required
Minimum of two years of banking experience including business deposit and account opening experience required
A strong working knowledge of PC applications, specifically MS Word and Excel, with the ability to move swiftly and accurately between multiple applications
Sales and relationship building experience required
Preferred
Customer-Focused Team Player: Works effectively in a team with a positive, customer-first attitude
Organized and Efficient: Able to manage multiple priorities in a high-volume, fast-paced setting
Effective Communicator: Possesses strong verbal and written communication skills
Proficient with Technology: Skilled in MS Office and able to learn new software quickly
Proactive Problem-Solver: Possesses a high degree of patience, strong problem-solving skills and is results-oriented
Benefits
Employer-paid medical, dental, and vision insurance
401(k) Defined Contribution Plan with a generous 7% match
Eleven (11) paid holidays