Business Relationship Specialist - Service Business Customers
$39,478–$49,358 year
On-siteAtlanta, Georgia, United States
Atlanta, Georgia, United StatesOn-siteFull Time$39,478–$49,358 yearMedium
Full TimeMedium
Job Summary
Manage business member accounts by opening new accounts, servicing loans, processing transactions, and resolving disputes and escalations. Handle inbound calls and inquiries across email, online, and branch channels while adhering to BSA/AML regulations. Engage in needs-based dialogue to recommend products, ensure digital banking training, and follow up on resolution details. Maintain up-to-date knowledge of banking products and mitigate risks while supporting the mission to help members achieve financial success.
Required Qualifications
- high school diploma or equivalent
- 2 years consultative customer service work experience in banking, financial services, or a credit union
- Prior experience in a bank, credit union, or other financial services environment cross-selling and recommending products and services based on needs-based conversations with the end-user
- 10-Key calculator, typing and keying skills
- working knowledge of Microsoft Office software
- Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc.
- Must be able to stand, bend and stoop as needed
- Must be able to lift and/or carry weights of 5 to 25 pounds
- acceptable results of a background and credit check
- satisfactory proof of your right to work in the U.S.
Desired Qualifications
- An associate's degree in business management, Business Administration, or related field of study
- 2 years of additional specific work experience in lieu of degree
- 2 years specific member facing work experience within a Credit Union
- Prior experience completing transactions in Symitar, and Meridian Link
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