Member Services Specialist: Business Accounts jobs in United States
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True North Federal Credit Union ยท 2 days ago

Member Services Specialist: Business Accounts

True North Federal Credit Union is a member-owned, full-service credit union dedicated to providing quality financial solutions for its members. They are seeking a motivated Business Specialist to support business accounts by opening, servicing, and monitoring accounts while ensuring compliance with applicable laws and internal policies.

Responsibilities

Act as the primary liaison for business members, providing support for account openings, closures and ongoing maintenance
Guide business members through account setup processes including education on the online banking tools
Coordinate cash ordering and deposit services between business members and branch staff to ensure secure and efficient handling
Assist with Risk Management team for annual compliance reviews
Ensure all activities adhere to applicable state and federal laws, as well as internal policies and procedures
And more!

Qualification

Customer serviceAccount managementFinancial solutionsOrganizational skillsCommunication skills

Required

One to three years of similar or related experience. Emphasis in managing business preferred
A two-year college degree or completion of specialized certification or licensing or completion of specialized training courses
Excellent listening and communication skills and ability to work with discretion
Ability to work efficiently and exercise good organizational skills

Benefits

Medical/dental/vision
Retirement
Paid time off

Company

True North Federal Credit Union

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True North Federal Credit Union is dedicated to your financial well-being while providing convenient access to valuable products and services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase