Business Service Officer
On-siteTaylorsville, Utah, United States
Job Summary
Serve as the primary relationship manager for business and high-balance deposit members, conducting periodic reviews to assess evolving needs and identify growth opportunities. Respond to inquiries, resolve issues, and coordinate internal resources while maintaining accurate relationship notes and account activity records. Identify and pursue new member onboarding through referrals, community outreach, and networking, representing Hercules at local business events and chambers of commerce. Collaborate with branch staff and the lending team to generate cross-referrals and facilitate joint onboarding appointments for complex relationships. Open and service business accounts, present cash management tools, and ensure compliance with BSA/AML requirements including beneficial ownership rules.
Required Qualifications
- Bachelor's degree in business administration, accounting or equivalent work experience
- 2–5 years of experience in a business banking, commercial deposit, or member business services role at a credit union, bank, or financial institution
- Working knowledge of business deposit products, cash management services, and merchant/payroll service offerings
- Familiarity with BSA/AML compliance requirements, including beneficial ownership rules
- Working knowledge of cash flow tools and methods as well as underwriting for risk management related to deposit and business accounts/services
- Strong interpersonal and relationship-building skills with the ability to engage business owners and other high value members confidently
- Self-motivated with the ability to manage a portfolio of relationships and prioritize independently
- Proficiency in Microsoft Office; comfortable learning new core banking or CRM systems
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