Business Services Relations Coordinator

Job summary
Business Services Relations CoordinatorProvides operational support for Business ServicesWorks with Mountain America Business Members and internal credit union employees
Job seniority: entry level
Responsibilities
• Partners with branch and corporate personnel to provide timely, accurate and quality service for Business Services members• Services inbound inquiries from business members, managed members, and Business Account Executives• Provides operational support for all cash management services• Underwrites all applications for business services cash management services• Works with BAE's to ensure packages are complete and then submits for approval to management• Opens special business accounts such as trust and internal CU accounts• Assists cash management members with various systems used to submit ACH files, online wire transfers, remote deposit capture, and positive pay• Identifies opportunities and makes referrals within the credit union and to SBA Department, Commercial Real Estate and Mortgage department• Familiar with department procedures and ability to explain to members and internal employees the reasons behind them• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
Requirements
• One to three years of financial institution experience• High School Diploma required; some college preferred but not required• Type a minimum of 35 words per minute• Basic computer operating skills (windows navigation, mouse/keyboard functionality)• Familiarity with Microsoft Office tools, particularly Excel, Word, and Outlook• Ability to understand financial statement analysis (income statement and balance sheet) and cash flow• Ability to communicate effectively and gain confidence of people• Excellent written and verbal presentation skills