Senior Business Relationship Specialist
Numerica Credit Union, Spokane, WA, United States
Senior Business Relationship Specialist (BRS)
Application close date: Tuesday, April 28th at 5 p.m. Pacific Time.
This role is dedicated to enhancing lives, fulfilling dreams, and building communities through expert-level financial consultation, relationship development, and mentorship with an emphasis on business accounts, products, and services.
The Senior Business Relationship Specialist (Sr. BRS) serves as an advanced, trusted financial professional with the knowledge and authority to manage complex business structures, mentor peers, and deliver sophisticated financial solutions for business account needs. The position supports a robust portfolio of various lending and account types, including Commercial and Industrial lending, Commercial Real Estate lending, Private Banking, Business Banking, SBA, IOLTA, IRETA, property management, and trust accounts. The Sr. BRS provides advanced financial education and tailored recommendations, leveraging a deep understanding of credit union products, policies, and business member needs. Working in partnership with Business Services Relationship Officers, the Sr. BRS proactively engages business member and applicant relationships through meaningful financial conversations, identifying opportunities and strengthening long-term relationships through tailored guidance and coordinated solutions.
Responsibilities
Serve as a Business Services member relationship strategist, supporting relationship officers in partnership to manage and expand a portfolio of consumer, business, and high‑value memberships.
Partner with Relationship Officers to educate business members and applicants on available credit products, account options, and related services, and refer to specialized partners as appropriate.
Participate in business member and prospect calls as requested to provide operational support and subject‑matter expertise, ensuring a high level of member service and continuity of support as a secondary point of contact.
Perform core business account opening/maintenance functions and independently open and service specialty and complex business accounts, such as shells, IOLTA, IRETA, property‑management, and Tenancy in Commons (TIC) accounts.
Support loan application processing on an as‑needed basis, including member contact, documentation collection, coordination of loan closings (including title work when applicable), and communication of application outcomes.
Coordinate the collection, review, and tracking of business financial documentation in alignment with loan requirements, partnering with the relationship officer and credit teams to support analysis and portfolio management.
Possess strong knowledge of business account and lending principles and documentation; collaborate with underwriters, loan specialists, leadership, and relationship officers to facilitate account approvals.
Provide operational support and act as a subject‑matter expert on policies, compliance, and risk controls.
Support and guide BRS staff by mentoring, skills development, and coaching on advanced sales and business account techniques.
Troubleshoot complex business member issues, ensuring timely and effective resolution.
Perform core business deposit servicing functions while also managing specialized and exception‑based requests, including rate adjustments, large dollar hold releases, and fee waivers that require advanced knowledge and handling.
Maintain knowledge and adhere to all BSA regulations and compliance standards on internal and external policies, including Beneficial Ownership and Member Identification Program standards.
Ensure business account documentation is compliant with Numerica Credit Union and regulatory policies and guidelines, including verifying original loan documents that have been returned and recorded appropriately.
Effectively incorporate the concepts of CARES Principles in daily behaviors and interactions:
Connect – Create meaningful relationships
Ask – Be intentionally curious
Resolve – Actively seek solutions
Elevate – Never stop improving
Strengthen – Be the difference
Supervisory Responsibilities
This position has no formal, direct supervisory responsibilities, although it works with leaders and peers to drive results.
Performance Standards
Contribute to the organization's mission by providing the highest quality of service, treating each person professionally with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important. Demonstrate expert-level product, lending, and business knowledge. Consistently achieve or exceed performance goals for Business Services portfolio growth and member satisfaction. Act as a trusted advisor delivering tailored, high‑impact financial solutions. Provide mentorship and leadership support to reinforce a positive and accountable culture. Uphold regulatory compliance and procedural accuracy with minimal supervision. Represent Numerica's brand and values through professionalism, integrity, and community engagement.
Education & Experience
High school diploma or GED; plus five or more years of experience in opening and servicing retail and/or business accounts at a credit union, bank, or other financial institution. A basic understanding of commercial credits is preferred, along with a thorough understanding of Symitar.
Certificates, Licenses & Registrations
Notary Public License is required; it may be obtained after acceptance of the position.
Skills & Abilities
Effectively present information in one‑on‑one situations to members, potential members, and other employees.
Interpret complex regulations, policies, and procedures; write clear, concise reports and communications; effectively present information and respond to inquiries from management, teammates, and members.
Demonstrate ability to manage multiple priorities, lead initiatives, and work independently.
Possess strong analytical and critical thinking skills; evaluate complex scenarios and make sound decisions.
Expertise in Microsoft Office Suite and core systems such as Symitar.
Ability to lift up to 25 lbs. and sit or stand for extended periods.
Equal Opportunity Employer Statement
Numerica Credit Union provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for participating in the application/hiring process. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by contacting a recruiter.
Benefits
For a summary of employee benefits, please visit: https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf
#J-18808-Ljbffr
Application close date: Tuesday, April 28th at 5 p.m. Pacific Time.
This role is dedicated to enhancing lives, fulfilling dreams, and building communities through expert-level financial consultation, relationship development, and mentorship with an emphasis on business accounts, products, and services.
The Senior Business Relationship Specialist (Sr. BRS) serves as an advanced, trusted financial professional with the knowledge and authority to manage complex business structures, mentor peers, and deliver sophisticated financial solutions for business account needs. The position supports a robust portfolio of various lending and account types, including Commercial and Industrial lending, Commercial Real Estate lending, Private Banking, Business Banking, SBA, IOLTA, IRETA, property management, and trust accounts. The Sr. BRS provides advanced financial education and tailored recommendations, leveraging a deep understanding of credit union products, policies, and business member needs. Working in partnership with Business Services Relationship Officers, the Sr. BRS proactively engages business member and applicant relationships through meaningful financial conversations, identifying opportunities and strengthening long-term relationships through tailored guidance and coordinated solutions.
Responsibilities
Serve as a Business Services member relationship strategist, supporting relationship officers in partnership to manage and expand a portfolio of consumer, business, and high‑value memberships.
Partner with Relationship Officers to educate business members and applicants on available credit products, account options, and related services, and refer to specialized partners as appropriate.
Participate in business member and prospect calls as requested to provide operational support and subject‑matter expertise, ensuring a high level of member service and continuity of support as a secondary point of contact.
Perform core business account opening/maintenance functions and independently open and service specialty and complex business accounts, such as shells, IOLTA, IRETA, property‑management, and Tenancy in Commons (TIC) accounts.
Support loan application processing on an as‑needed basis, including member contact, documentation collection, coordination of loan closings (including title work when applicable), and communication of application outcomes.
Coordinate the collection, review, and tracking of business financial documentation in alignment with loan requirements, partnering with the relationship officer and credit teams to support analysis and portfolio management.
Possess strong knowledge of business account and lending principles and documentation; collaborate with underwriters, loan specialists, leadership, and relationship officers to facilitate account approvals.
Provide operational support and act as a subject‑matter expert on policies, compliance, and risk controls.
Support and guide BRS staff by mentoring, skills development, and coaching on advanced sales and business account techniques.
Troubleshoot complex business member issues, ensuring timely and effective resolution.
Perform core business deposit servicing functions while also managing specialized and exception‑based requests, including rate adjustments, large dollar hold releases, and fee waivers that require advanced knowledge and handling.
Maintain knowledge and adhere to all BSA regulations and compliance standards on internal and external policies, including Beneficial Ownership and Member Identification Program standards.
Ensure business account documentation is compliant with Numerica Credit Union and regulatory policies and guidelines, including verifying original loan documents that have been returned and recorded appropriately.
Effectively incorporate the concepts of CARES Principles in daily behaviors and interactions:
Connect – Create meaningful relationships
Ask – Be intentionally curious
Resolve – Actively seek solutions
Elevate – Never stop improving
Strengthen – Be the difference
Supervisory Responsibilities
This position has no formal, direct supervisory responsibilities, although it works with leaders and peers to drive results.
Performance Standards
Contribute to the organization's mission by providing the highest quality of service, treating each person professionally with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important. Demonstrate expert-level product, lending, and business knowledge. Consistently achieve or exceed performance goals for Business Services portfolio growth and member satisfaction. Act as a trusted advisor delivering tailored, high‑impact financial solutions. Provide mentorship and leadership support to reinforce a positive and accountable culture. Uphold regulatory compliance and procedural accuracy with minimal supervision. Represent Numerica's brand and values through professionalism, integrity, and community engagement.
Education & Experience
High school diploma or GED; plus five or more years of experience in opening and servicing retail and/or business accounts at a credit union, bank, or other financial institution. A basic understanding of commercial credits is preferred, along with a thorough understanding of Symitar.
Certificates, Licenses & Registrations
Notary Public License is required; it may be obtained after acceptance of the position.
Skills & Abilities
Effectively present information in one‑on‑one situations to members, potential members, and other employees.
Interpret complex regulations, policies, and procedures; write clear, concise reports and communications; effectively present information and respond to inquiries from management, teammates, and members.
Demonstrate ability to manage multiple priorities, lead initiatives, and work independently.
Possess strong analytical and critical thinking skills; evaluate complex scenarios and make sound decisions.
Expertise in Microsoft Office Suite and core systems such as Symitar.
Ability to lift up to 25 lbs. and sit or stand for extended periods.
Equal Opportunity Employer Statement
Numerica Credit Union provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for participating in the application/hiring process. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by contacting a recruiter.
Benefits
For a summary of employee benefits, please visit: https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf
#J-18808-Ljbffr