ABNB Federal Credit Union · 15 hours ago
Commercial Account Specialist
Chesapeake, VA
Full-time
Hybrid
Entry Level
1+ years expABNB Federal Credit Union is dedicated to being the best place you will ever work, and they are seeking a Commercial Account Specialist to deepen relationships and drive commercial portfolio growth. The primary focus of this role will be to provide support, build relationships, new member onboarding, and cross-sell commercial products and services.
AccountingCreditFinanceFinancial ServicesPrepaid Cards
Responsibilities
Accountable for opening business accounts and assisting staff with the following: gathering necessary documentation to complete new business account opening and review, possessing extensive knowledge of products and services and the related features and benefits in order to open, close, maintenance and service all business account types. Adheres to company policies, procedures, values, business code and be well educated about the necessary documentation for various business type such as LLC, Corporation, Partnerships, Association, etc. Utilizes strong communication skills and sales-minded approach in order to maintain, procure, and support businesses and members. Provides personal attention and maintains communication with businesses in order to cultivate long-lasting relationships
Manages accounts by performing the following functions: Organizes, maintains, and updates business files and database content as needed to help assess member needs and market trends to help predict and provide effective solutions. Regularly communicates with other departments and staff to ensure quick and effortless resolution of member issues and concerns. Provides frequent follow-ups to existing accounts to ensure member satisfaction with services or products and seek feedback. Responsible for staying current on all industry issues and regulations applicable to the duties of the position. Serves as a knowledge resource within the department to provide accurate and timely internal support for employees
Generates Leads and expands the client base. Sells and cross-sells banking products and cash management services to new and existing members. Ensures the proper onboarding and training of new business and cash management members with the help of Cash Management Solutions Manager. Records, organizes, and updates databases of leads generated through branch/internal referrals, in-person meetings, email, networking events, and all other communication channels and keep a log of all follow-up activity and sales opportunities. Generates leads and referrals to commercial lending team, mortgage, investment services, etc
Provides internal customer support. Monitors Teams channels and group inbox and provides clear and timely responses to departments utilizing knowledge on products and services
Performs administrative processing to include but not limited to spreadsheet management and reporting, NSF items review, form reviews, annual audits, and annual reviews
Performs other job related duties as assigned
Qualification
Required
Education: High School Diploma or equivalent
Experience: One to three years of similar or related experience
Strong decision-making/problem resolution skills
Interpersonal skills to communicate effectively with members and employees both in person, via email or by telephone
Excellent computer skills relevant to Microsoft Office Suite (e.g. Word, Excel, Outlook, Teams, etc.) and industry related software
Ability to read and comprehend simple instructions, short correspondence, and memos
Must be able to sit or stand at a computer for extended periods of time and able to lift up to 10 pounds
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation
Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication
In Office with limited hybrid/remote work
Preferred
General knowledge of Cash Management Products and Services is preferred
Benefits
Affordable medical, dental, and vision plans
Paid time off that begins accruing on your first day
11 paid federal holidays each year
401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
Company-paid short-term, long-term disability, and employee life and AD&D coverage
A tuition reimbursement benefit
Competitive pay along with opportunities for annual raises and promotions
Paid community involvement opportunities
Company
ABNB Federal Credit Union
ABNB Federal Credit Union deals with cash management, prepaid cards, balance transfer, mortgages, auto lending and business services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Charles Mallon, Jr
President and CEO
Mick Vollmer, MBA, MSIT
Senior Vice President and Chief Information Officer
Recent News
2025-08-13
2025-07-29
Company data provided by crunchbase