[Close] 

Business Services Advisor

The Business Services Advisor is a branch based sales and service position whose primary purpose is to support new and existing members by understanding their financial needs, recommending and opening appropriate products and services, resolving member issues and pro-actively marketing and selling business products and services.
This position will have a home base at the Magna Branch, and will be responsible for branches in the immediate area, some travel between branches is required.
This position is also eligible for up to a $2,400.00 bonus per quarter, based on goal achievment.
Spanish Speaker Preferred
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Engages current and potential members to gain an understanding of their unique financial needs and recommends and opens appropriate products and services to meet those needs while delivering a positive member experience.
Demonstrates a comprehensive understanding of both consumer and small business products and services and seeks cross sell opportunities to enhance and deepen member relationships.
Conducts outbound calls to business members and prospects new member relationships.
Meet established business sales goals and service standards by establishing and retaining relationships with existing and new members.
Establish and sustain successful business member relationships that maximize the sales and revenue of loans, products and services from the credit union.
Proactively prospects current members and potential members for business account through personal contact, telephone outreach and community activities.
Actively participates in branch sales and marketing activities embodying our member commitments to accountability, community, innovation and accessibility.
Serve as the point of contact for branch personnel, assisting with business member transactions
Support the Business Loan Officers and the Business Services Manager and Account Manager.
Working with branches and educating them on internal promotions, products, and services.
Ensures all compliance related activities are successfully completed. Completes required training and continuing education, completes required administrative tasks.
Maintain all aspects of policy and procedure compliance for business deposit accounts
Open new business accounts or other credit union products with completeness & accuracy while ensuring a positive member experience.
All other duties as assigned
PERFORMANCE MEASUREMENTS
Established Sales Goals are achieved.
Department policies and procedures are followed.
Positive relationships have been established with branches that our in your assigned area
Loan documents, account records, and related files are complete, accurate, and timely.
Professional business relations exist with members and external business contacts. Questions and problems are promptly and courteously resolved. Assistance is provided as needed.
Effective working relations exist with Credit Union personnel and with management. Assistance is provided as needed. Management is appropriately informed.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school diploma or equivalent. Additional coursework in business/finance preferred.
REQUIRED KNOWLEDGE: Some understanding of small business and CRE loans.
Understanding of business structures
Understanding of Credit Union policies and procedures
EXPERIENCE REQUIRED: Minimum of 2 years of related retail experience.
Experience handling problem issues on accounts.
SKILLS/ABILITIES: Spanish Speaker Preferred
Solid communication and negotiation abilities.
Strong public relations skills.
Able to use all related computer applications and business machines.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).



Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Business Payments & Technology Relationship Ad...
Salt Lake City, UT Zions Bancorporation
Telecommuting Payment Service Business Analyst
Salt Lake City, UT Grant Street Group