San Jose Branch - Branch Business Member Support Specialist

You are a relationship-focused financial professional who is passionate about helping business members succeed. You combine strong business banking knowledge with exceptional service skills, providing tailored solutions for deposits, lending, and digital banking needs. You are proactive, detail-oriented, and collaborative, building trusted relationships while ensuring compliance, accuracy, and operational excellence. Whether supporting business accounts or assisting with branch operations, you thrive in a fast-paced environment and are committed to delivering an outstanding member experience., * Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations.

• Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs.
• Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships.
• Process commercial loan servicing requests, including payment corrections, amortizations, and payoff calculations.
• Collaborate with internal teams (lending, treasury management, account servicing) to provide comprehensive financial solutions.
• Provide consultation on business deposit accounts, lending options, and digital services, ensuring members are enrolled in the appropriate channels.
• Effectively navigate software applications while maintaining accuracy and compliance with state and federal regulations.
• Identify fraudulent activity and escalate issues in accordance with established protocols.
• When not assisting business accounts, fulfill MSS III duties, including consumer transaction processing, financial advising, loan applications, account openings, and platform operations.
• Maintain proficiency in Golden 1 products, services, policies, and compliance regulations.
• Approve financial transactions and signature cards within authorized limits.
• Mentor and coach junior team members to promote a strong service culture.

• Bachelor’s Degree or equivalent work or educational experience in banking, preferably servicing business and commercial loans preferred
• 2+ years year of prior experience in a banker role at another financial institution or customer relationship building role required
• 1+ years as a Member Service Specialist II, teller role or business product banking role at Golden 1 or another financial institution preferred

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.