Credit Union:

Central Willamette Credit Union





Job Description:

• Develop and maintain positive and professional interactions with business members in order to maximize the experience, increase growth, and retention.
• Identify key staff with business members to cultivate profitable relationships.
• Conduct business reviews with clients on a periodic basis.
• Contact and follow-up on qualified members for new opportunities.
• Ensure all members receive prompt, efficient, courteous and professional service; and that member problems/complaints are resolved promptly and courteously.
• Work closely with member on an ongoing basis to understand the business needs and to explore opportunities for growth.
• Seek opportunities to cross-sell or upsell to existing members.
• Responsible for opening business accounts and promoting ancillary services (ACH, merchant services, remote deposit capture, etc).
• Responsible for conducting Business Account Training to appropriate credit union staff.
• Maintain comprehensive knowledge of business accounts, business ACH origination, remote deposit capture, remote desktop capture, account sweeps, business online banking, business bill pay, merchant services, etc.
• Maintain comprehensive knowledge and understanding of area of responsibility all Credit Union products and services and the legal, regulatory and compliance issues that may affect them.
• Ensures area of responsibility performs all responsibilities in accordance with CW Values, compliance, regulatory, policy and procedures.
• Maintain a positive working relationship with third party vendors to ensure overall satisfaction.
• Gain solid knowledge of competitor’s product and service offerings.
• Provide regular updates to Director of Business Services regarding member satisfaction, sales results, and plans for continued growth.
• Maintain intra/interdepartmental work flow by providing information to and cooperating with co-workers in departments across the organization.
• Work on variety of special projects as needed.
• Performs additional duties as assigned.

• Bachelor’s degree in Business Administration or a related field, or equivalent work experience required.
• A minimum of three years’ experience in customer services, sales, or a related position.
• Experience in dealing with complex business entities and their structures.
• Must demonstrate strong communication skills, both written and verbal.
• Working knowledge of current State, Federal, and other regulations applicable to credit union operations.
• Must be fully PC literate and have an excellent understanding of technology as a management tool.
• Valid driver’s license and automotive insurance required.
• Must be bondable.