Commercial Business and Financial Officer - Onsite

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.

Resonsibilites:


* 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 busine...