Business Banking Sales Operations Representative III

Role Overview

The Business Banking Sales Operations Representative III serves as a subject matter expert in business accounts and lending, supporting complex operations, regulatory alignment, training, and process improvements to improve efficiency and the member experience.

What You Will Do

Independently process complex business membership requests, lead initiatives to improve quality assurance and risk mitigation efforts, and research business-related compliance rules and regulations.

Why It Might Be a Fit

The role requires a demonstrated ability to work independently and collaboratively with all levels of employees, knowledge of complex business entity structure, and working knowledge of Credit Union/Financial Institution compliance requirements and regulations.

Requirements

• High School or GED
• Minimum 4 years up to 6 years of experience in a recent financial services position
• Demonstrated ability to work independently and collaboratively with all levels of employees
• Knowledge of complex business entity structure including multi-level ownership
• Working knowledge of Credit Union/Financial Institution compliance requirements and regulations related to business account and business lending
• Proficient knowledge of Microsoft Office suite products

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Paid time off
• Retirement plan
• Base pay