Commercial Business and Financial Officer - Full Time - Onsite (So.CA)
Nuvision Federal Credit union, Huntington Beach, CA, United States
Commercial & Business Financial Services Officer
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!
The Commercial & Business Financial Services Officer primary role is to develop and execute the Commercial and Business Segment for lending and deposit products. In collaboration with internal corporate business partners, develops business strategy, grows the commercial and business membership and delivers on Commercial goals. This includes cross selling all appropriate Credit Union services to new, existing and potential commercial and business members. Effectively builds the commercial and business segment of the credit union portfolio by soliciting, promoting and communicating credit union membership and its benefits. This includes existing relationships and making sure retention of those relationships is kept to the highest levels. Participates in community activities to promote and increase awareness of Nuvision Federal Credit Union and/or Denali. A division of Nuvision Credit Union. Work collaboratively with the retail and Small Business teams on the commercial and business products and services offered by the credit union for referrals to enhance sales efforts throughout the credit union.
This position is responsible for the quality and accuracy of all commercial and business loan and account transactions, opening new accounts and ensuring the proper documentation is complete on all new account openings with minimal exceptions. A primary role of this position is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Responsibilities:
Meets all commercial and business member needs by providing timely processing of commercial and business loan and account transactions.
This position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts, posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of commercial and business account maintenance.
All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved.
Builds strong, collaborative relationships with the members to keep retention of those members high and to grow the commercial and business membership according to assigned sales goals.
Collaborates with commercial lending, small business team and retail partners to ensure product development for the commercial and business segments are effectively being offered to understand where enhancements are needed and the retention of the commercial and business membership is kept at the highest level. To include reviewing high profile commercial member accounts weekly to secure ongoing membership.
This position profiles the member to recommend and cross sell product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending, consumer deposit and lending services, and auto lending.
Member experience is a primary focus and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members.
Must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Implement, monitor, and ensure compliance with Credit Union policies and procedures in relation to commercial and business operations.
Review and recommend changes to department procedures to improve efficiencies and exceed member service and sales goals.
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner.
Maintains member, team members and other sensitive information with confidentiality.
Treats co-workers and members with respect.
Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences.
Other related duties as assigned.
Minimum Qualifications:
18 months Financial institution experience with prior loan experience and reaching service and performance goals
Commercial lending and business services experience
Working knowledge of business deposit and loan products, commercial cash management experience.
Proven ability to garner business.
Demonstrated ability to operate office machines to include 10-key.
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
Excellent customer service and problem resolutions skills.
Proficient with PC and demonstrated ability to use Microsoft applications including Outlook, Word and Excel.
Excellent verbal and written communication skills in person and over the phone.
Preferred Qualifications:
24 months Financial institution experience with prior loan experience and reaching service and performance goals
Proven ability to generate business while participating in community business development
Ability to problem solve
Presentation skills and self starter
Able to work with a sense of urgency in a fast paced, high pressure environment with multiple &/or constantly changing environments
Education:
H.S. Diploma or equivalent
Pay scale by applicable geographic work location:
Southern California: Min $23.88 - Mid $29.85 - Max $35.82
The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
California Employee Privacy Notice:
https:/
uvisionfederal.com/disclosures/ccpa/
Benefits:
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and 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.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org . We will work with you to meet your needs in accordance with applicable laws.
We embrace passionate Team Members who consistently display our values: United, Informative, Approachable, Caring and Transparent. We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs. We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!
The Commercial & Business Financial Services Officer primary role is to develop and execute the Commercial and Business Segment for lending and deposit products. In collaboration with internal corporate business partners, develops business strategy, grows the commercial and business membership and delivers on Commercial goals. This includes cross selling all appropriate Credit Union services to new, existing and potential commercial and business members. Effectively builds the commercial and business segment of the credit union portfolio by soliciting, promoting and communicating credit union membership and its benefits. This includes existing relationships and making sure retention of those relationships is kept to the highest levels. Participates in community activities to promote and increase awareness of Nuvision Federal Credit Union and/or Denali. A division of Nuvision Credit Union. Work collaboratively with the retail and Small Business teams on the commercial and business products and services offered by the credit union for referrals to enhance sales efforts throughout the credit union.
This position is responsible for the quality and accuracy of all commercial and business loan and account transactions, opening new accounts and ensuring the proper documentation is complete on all new account openings with minimal exceptions. A primary role of this position is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Responsibilities:
Meets all commercial and business member needs by providing timely processing of commercial and business loan and account transactions.
This position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts, posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of commercial and business account maintenance.
All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved.
Builds strong, collaborative relationships with the members to keep retention of those members high and to grow the commercial and business membership according to assigned sales goals.
Collaborates with commercial lending, small business team and retail partners to ensure product development for the commercial and business segments are effectively being offered to understand where enhancements are needed and the retention of the commercial and business membership is kept at the highest level. To include reviewing high profile commercial member accounts weekly to secure ongoing membership.
This position profiles the member to recommend and cross sell product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending, consumer deposit and lending services, and auto lending.
Member experience is a primary focus and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members.
Must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Implement, monitor, and ensure compliance with Credit Union policies and procedures in relation to commercial and business operations.
Review and recommend changes to department procedures to improve efficiencies and exceed member service and sales goals.
Supports and participates in continuous improvement activities.
Represents the Credit Union in a positive and professional manner.
Maintains member, team members and other sensitive information with confidentiality.
Treats co-workers and members with respect.
Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences.
Other related duties as assigned.
Minimum Qualifications:
18 months Financial institution experience with prior loan experience and reaching service and performance goals
Commercial lending and business services experience
Working knowledge of business deposit and loan products, commercial cash management experience.
Proven ability to garner business.
Demonstrated ability to operate office machines to include 10-key.
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
Excellent customer service and problem resolutions skills.
Proficient with PC and demonstrated ability to use Microsoft applications including Outlook, Word and Excel.
Excellent verbal and written communication skills in person and over the phone.
Preferred Qualifications:
24 months Financial institution experience with prior loan experience and reaching service and performance goals
Proven ability to generate business while participating in community business development
Ability to problem solve
Presentation skills and self starter
Able to work with a sense of urgency in a fast paced, high pressure environment with multiple &/or constantly changing environments
Education:
H.S. Diploma or equivalent
Pay scale by applicable geographic work location:
Southern California: Min $23.88 - Mid $29.85 - Max $35.82
The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
California Employee Privacy Notice:
https:/
uvisionfederal.com/disclosures/ccpa/
Benefits:
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship.
Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and 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.
Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org . We will work with you to meet your needs in accordance with applicable laws.