Santa Barbara Branch - Branch Business Member Support Specialist

Job description

TITLE: BUSINESS MEMBER SUPPORT SPECIALIST: STATUS: NON-EXEMPT: REPORT TO: BRANCH MANAGER: DEPARTMENT: BRANCH CHANNEL DELIVERY: JOB CODE: 11886: GRADE: 17H: PAY RANGE: $25.40 - $26.50 HOURLY: GENERAL DESCRIPTION: The Branch Business Member Support Specialist serves as the primary point of contact for business members in the branch, providing exceptional service and expert guidance on business deposit products, lending solutions, and money movement services. This role proactively engages business members to assess their financial needs, resolve inquiries, and deliver tailored solutions. When not working on business accounts, the specialist functions as an MSS III, assisting with branch platform operations, consumer transactions, and member financial consultations. TASKS, DUTIES, FUNCTIONS: 1. Serve as the main resource for business members, handling inquiries, account servicing, loan processing, and escalations. 2. Assist business members with online banking, ACH setups, credit solutions, and financial products tailored to their needs. 3. Conduct proactive outreach to new business members to enhance engagement and foster lasting relationships. 4. Process commercial loan servicing req...