Business Specialist

LANDMARK CREDIT UNION - HARTLAND • Hartland, WI • 4h ago

JOB REQUIREMENTS: At Landmark Credit Union, we succeed by putting people
first - and that starts with you. Our culture of inclusion and
collaboration enables us to support our members\' financial wellbeing,
positively impact the communities we serve, and help our associates grow
their careers. Bring your authentic self to work as part of an
organization where you\'ll feel valued for your unique qualities, are
enabled to reach your full potential, and are recognized for your
contributions to our success. We strive to ensure you feel empowered to
grow and succeed, while also feeling valued and taken care of, as we all
do our part to put people first. We invite you to learn more about this
and other opportunities at Landmark Credit Union. NATURE AND SCOPE This
position reports to VP, Treasury Management and can be based out of the
Landmark branches in Hartland, Hartford or Sussex. Responsible for
overseeing the process of preparation and assembly of commercial
accounts to ensure completeness and proper organization. Serves as
liaison between Commercial Lending and Branches to make sure commercial
banking accounts, small Business loans and Business credit cards are set
up properly and in compliance. Works commercial account pipelines,
understands commercial account documentation, commercial retail lending,
cross sells Landmark\'s products and services and follows through to
obtain all required documentation from Members, Commercial Lending and
Branches. Travels to various branches to help open complex Business
Memberships. Serves as a mentor and trainer for branch personnel. Audits
account files for completeness and accuracy. REQUIREMENTS 1. High School
Diploma or equivalent and a minimum of three years of experience as a
personal financial officer or comparable position. Preferred experience
working with business/commercial banking accounts including
documentation and auditing. 2. Proven knowledge of the
business/commercial banking account life cycle with a thorough
understanding of account documentation requirements and auditing
procedures. 3. Ability to work through the process of small business
auto loans and credit cards. 4. Demonstrated ability to provide
excellent customer service for members and business partners. 5.
Experience or ability to gain proficiency in all relevant programs and
systems used for this job including Microsoft Word, Excel, Temenos
and/or other analysis software. 6. Excellent verbal and written
communication skills, problem solving skills, organizational skills, and
the ability to work independently as a valuable team member in a dynamic
environment. 7. Must have a thorough understanding of company policies
and procedures as they relate to this position. Must understand and
comply with all job-related State and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES 1. Works commercial account pipelines,...
For full info follow application link. EO/AA Employer; including
veterans and individuals with disabilities *** APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/A849CE960A264527

Similar Jobs

Material Handler Water Spider

API HEAT TRANSFER INC • Franklin, WI • 24min ago

Manufacturing & Warehouse

JOB REQUIREMENTS: API Heat Transfer is looking for people who enjoy being part of transformation. We have a new mission, new leaders, and are accelerating our path to Lean Cultural Change. Our Warehouse Team is in need o...

24min ago

Go to Apply

Project Manager

DEMATIC CORP • Milwaukee, WI • 24min ago

Management & Administrative

JOB REQUIREMENTS: The Project Manager is responsible for leading the delivery of the organization\'s moderately complex, high-value, and strategically important integrated projects, typically with a scope ranging from \$...

24min ago

Go to Apply

Informaticist Registered Nurse

Veterans Affairs, Veterans Health Administration • Milwaukee, WI • 27min ago

Hospital & Medical

Summary This position is located at the Clement J. Zablocki VA Medical Center in Milwaukee, Wisconsin ( http://www.milwaukee.va.gov/ ) in the Clinical Informatics & Medical Technology (CLIMET) Division, under the Ass...

27min ago

Go to Apply

Physician - Gastroenterologist

Veterans Affairs, Veterans Health Administration • Milwaukee, WI • 34min ago

Hospital & Medical

Summary This position is eligible for the Education Debt Reduction Program EDRP, a student loan payment reimbursement program. You must meet specific eligibility requirements per VHA policy and submit your EDRP applicati...

34min ago

Go to Apply

SOCIAL WORKER-Title 5

Air National Guard Units • Milwaukee, WI • 44min ago

Hospital & Medical

Summary THIS IS A NATIONAL GUARD TITLE 5 EXCEPTED SERVICE POSITION. This National Guard position is for a SOCIAL WORKER-Title 5, Position Description Number T59128P1 and is part of the WI 128 ARW, Wisconsin Air National...

44min ago

Go to Apply

Operations Manager - Off Cycle Reconciliations

U.S. Bank • Milwaukee, WI • 1h ago

Management & Administrative

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

1h ago

Go to Apply

Operations Manager - Product Integration & User Adoption

U.S. Bank • Milwaukee, WI • 1h ago

Management & Administrative

1h ago

Go to Apply

Senior Operations Transformation Manager

REHLKO • Milwaukee, WI • 1h ago

Management & Administrative

JOB REQUIREMENTS: Why Work at Rehlko Our work is guided by our purpose: creating an energy-resilient world for a better future. This purpose embodies the legacy we bring, with more than 100 years as the global leader in...

1h ago

Go to Apply

Warehouse Packing Associate

ICM CORPORATION • Milwaukee, WI • 1h ago

Manufacturing & Warehouse

JOB REQUIREMENTS: ICM Corporation is currently looking for a warehouse packing associate to join our team! What is ICM Corporation? ICM Corporation is a steadily growing e-commerce/catalog-marketing, distribution, and ma...

1h ago

Go to Apply

Warehouse Packing Associate

ICM CORPORATION • Milwaukee, WI • 1h ago

Manufacturing & Warehouse

1h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)