Business Specialist

LANDMARK CREDIT UNION - HARTLAND • Hartland, WI • 5h 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

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