At Gesa,⠀we believe⠀in the⠀power of⠀our⠀people.⠀Coming⠀from all⠀walks of⠀life, our⠀team⠀members’⠀individual⠀stories⠀and unique⠀experiences⠀are our⠀most⠀valuable⠀asset. But⠀it’s how⠀we come⠀together,⠀igniting⠀our⠀collective⠀compassion⠀and⠀commitment⠀to⠀empowering⠀our⠀communities,⠀that makes⠀us⠀succeed.⠀Because we⠀know we go⠀further⠀when we go⠀together.

Here⠀you can⠀join a⠀team who⠀is⠀passionate⠀about⠀serving⠀others,⠀has a⠀desire to⠀do good,⠀and shares⠀a deep⠀love of⠀people.⠀You can⠀engage in⠀meaningful⠀work that⠀impacts⠀your⠀community.⠀You can⠀challenge⠀yourself⠀and grow⠀in your⠀career.⠀And, you⠀can rest⠀assured⠀that your⠀wellbeing⠀and⠀prosperity⠀are our⠀priority.

Role⠀Summary:

The⠀Business⠀Banking⠀Specialist⠀III (BBS⠀III) is an⠀expert in⠀the⠀Commercial⠀Banking⠀Contact⠀Center⠀that⠀provides⠀exceptional⠀service as⠀they⠀establish⠀new⠀commercial⠀banking⠀relationships,⠀open⠀commercial⠀deposit⠀accounts,⠀take,⠀process,⠀and close⠀loans,⠀account⠀maintenance,⠀and serve⠀as a⠀Notary⠀Public.⠀The BBS⠀III is⠀also⠀proficient⠀with⠀layered⠀business⠀accounts,⠀entity⠀changes⠀and other⠀sophisticated⠀account⠀maintenance.⠀The BBS⠀III uses⠀their⠀experience⠀and⠀in-depth⠀knowledge⠀to serve⠀as a⠀mentor⠀that helps⠀train new⠀Business⠀Banking⠀Specialist’s.⠀Additionally,⠀the BBS⠀III can⠀fluidly⠀transition⠀between⠀tasks⠀assisting⠀and⠀supporting⠀the⠀contact⠀center⠀when⠀needed.⠀The BBS⠀III is⠀excellent⠀at⠀deepening⠀member⠀relationships⠀by⠀referring,⠀following⠀up, and⠀contacting⠀members⠀through⠀phone⠀calls and⠀other⠀communication⠀methods.⠀Cross sell⠀Treasury⠀Management⠀products,⠀Online⠀Banking,⠀and⠀accounts.⠀Control⠀Risk and⠀perform⠀duties in⠀a safe⠀manner.⠀The BBS⠀III will⠀provide⠀white-glove⠀Concierge⠀level⠀service⠀for our⠀Commercial⠀Members⠀and Loan⠀Officers.⠀Additionally,⠀the BBSIII⠀should⠀originate⠀small⠀Commercial⠀Loans⠀under⠀$100,000.

What You Will Be Doing:

• Tackle⠀problems,⠀take⠀ownership⠀of member⠀concerns,⠀provide⠀prompt⠀resolutions,⠀and⠀follow-up,⠀close the⠀loop.
• Have⠀a deep⠀understanding⠀of⠀financial⠀literacy⠀and be⠀able to⠀discuss it⠀with⠀members.
• Demonstrate⠀an⠀up-to-date⠀and⠀extensive⠀knowledge⠀of all⠀credit⠀union⠀products,⠀services,⠀policies,⠀and⠀procedures.
• Provide⠀coaching⠀and⠀mentoring/training⠀to new⠀Business⠀Banking⠀Specialists
• Offer⠀appropriate⠀products⠀and/or⠀services⠀to deepen⠀member⠀relationships⠀and refer⠀to other⠀team⠀members as⠀appropriate.
• Make⠀outbound⠀telephone⠀calls to⠀members⠀for the⠀purpose of⠀establishing,⠀growing,⠀and⠀cultivating⠀member⠀relationships.
• Meet⠀or exceed⠀established⠀service⠀levels,⠀job⠀performance,⠀and⠀organizational⠀goals.
• Constantly⠀adapt to⠀changing⠀priorities⠀with a⠀positive⠀demeanor
• Proficient⠀in⠀understanding,⠀discussing,⠀and⠀opening⠀business⠀accounts,⠀and other⠀sophisticated⠀accounts⠀and⠀distributions.
• Proficient⠀in⠀discussing,⠀gathering,⠀and⠀working⠀with the⠀member and⠀appropriate⠀department(s)⠀to open⠀and⠀maintain⠀specialty⠀accounts⠀such as S⠀and C⠀Corporations,⠀Multi⠀layered⠀LLC, PTA,⠀Not for⠀Profit,⠀LLP,⠀accounts⠀etc.
• Open⠀Business⠀Trusts,⠀Tenant in⠀Common and⠀municipal⠀accounts.
• Proficient⠀at⠀understanding⠀and⠀completing⠀international⠀and⠀domestic⠀wire⠀requests⠀and⠀commercial⠀construction⠀draws.
• Assist⠀non-members⠀with⠀establishing⠀membership.
• Accurately⠀take⠀Commercial⠀lending⠀applications,⠀review⠀credit⠀reports,⠀submit⠀loan⠀documentation,⠀and close⠀loans
• Provide⠀Notary⠀Public⠀services⠀in⠀accordance⠀with state⠀regulations⠀and credit⠀union⠀policies.
• Proficient⠀at opening⠀Commercial⠀deposit⠀accounts⠀and⠀Commercial⠀account⠀maintenance.
• Review⠀and⠀process⠀overrides/approvals⠀within⠀your⠀authority⠀while⠀minimizing⠀risk.
• Perform⠀transactions⠀and⠀service⠀requests⠀on member⠀accounts⠀in an⠀accurate⠀and timely⠀manner.
• Accurately⠀follow all⠀cash⠀handling⠀procedures⠀and⠀balance⠀your cash⠀drawer at⠀the end of⠀every⠀day.
• Issue,⠀record,⠀and file⠀monetary⠀instruments⠀and⠀reports in⠀accordance⠀with the⠀Bank⠀Secrecy⠀Act
• Assist⠀members⠀with⠀Digital⠀Banking⠀enrollment,⠀navigation,⠀resets,⠀and⠀maintenance.
• Assist⠀members⠀with fraud⠀disputes.

About You:

• Professional⠀written⠀and verbal⠀communication.
• Make⠀sound⠀decisions⠀that⠀minimizes⠀risk in a⠀timely⠀manner.
• Ability⠀to ask⠀open-end⠀and⠀clarifying⠀questions⠀to⠀understand⠀member⠀needs and⠀deepen⠀relationships.
• Display⠀professional⠀communication⠀skills to⠀relate⠀effectively⠀to⠀members,⠀the⠀public,⠀colleagues,⠀and all⠀levels of⠀leadership.
• Respect⠀and⠀support⠀all areas⠀of⠀diversity⠀in the⠀workplace⠀and our⠀membership.
• Complete⠀assigned⠀training⠀programs⠀in timely⠀and⠀accurate⠀manner.
• Participate⠀in and⠀support a⠀team⠀environment.

What You Will Need:

• College⠀degree⠀preferred.
• Minimum⠀of 5 years⠀working⠀with⠀Commercial⠀Accounts.
• Lending⠀and⠀account⠀opening⠀experience⠀required.
• Sales/relationship⠀building⠀experience⠀required.
• Cash⠀handling⠀experience⠀preferred.
• At⠀least one⠀year of⠀customer⠀service⠀experience⠀preferred.
• Demonstrate⠀and⠀support⠀credit⠀union⠀values and⠀service⠀standards.
• Attend⠀and engage⠀in⠀community⠀events on⠀behalf of⠀the credit⠀union.
• Maintain⠀confidentiality,⠀control⠀risk, and⠀handle⠀operations⠀in⠀accordance⠀with⠀company⠀policies,⠀procedures,⠀and⠀regulatory⠀requirements.
• Demonstrate⠀a high⠀level of⠀personal⠀integrity⠀and⠀ethics.
• Notary⠀Public.
• Must⠀be BSACS⠀certified.