Business Services Relationship Coordinator
Business Services Relationship Coordinator
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Job Description
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team atoption 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
Collaborates with Mountain America Business Members and internal credit union employees to deliver operational support for Business Services encompassing applications and cash management services.Job Description
LOCATION
Mountain America Center
9800 S Monroe St
Sandy UT 84070
SCHEDULE
Full time; MondayFriday 9 am 6 pm
To be effective an individual must be able to perform each job duty successfully.
- Partners with branch and corporate personnel to provide timely accurate and quality service for Business Services members.
- Provides operational support for all cash management services.
- Underwrites all applications for business services cash management services.
- Assists cash management members with various systems used to submit ACH files online wire transfers remote deposit capture and positive pay.
- Member assistance with system issues is required. This requires a functional knowledge of the cash management systems but also the ability to troubleshoot and solve technical issues with the system.
- Members may at times need assistance with their systems in order to install or troubleshoot reasons for applications not functioning as expected.
- 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.
- Performs other duties as assigned
KNOWLEDGE SKILLS and ABILITIES
The requirements listed are representative of the knowledge skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
One to three years of similar or related experience
Education
Fouryear college degree or equivalent preferred
Licenses Certificates Registrations
n/a
Computer/Office Equipment Skills
Type a minimum of 35 words per minute. Basic computer operating skills (windows navigation mouse/keyboard functionality) Intermediate to advanced level skill for Microsoft Office (Outlook Word PowerPoint Excel)
Managerial Responsibility
Has no supervisory/managerial responsibilities
Language Skills
Must have the ability to read understand and carry out instructions in written and oral form.
Other Skills and Abilities
General computer skills including word processing spreadsheet 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. Ability to make solicitation calls on the phone.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk hear sit use hands to handle or feel and reach with hands and arms consistently.
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers light traffic)
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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Required Experience:
IC
Employment Type
Full-Time
