Supervisor - Business Account Documentation

Job Title: Supervisor - Business Account Documentation

Status: Exempt

Reports to: Manager - Business Account and Loan Servicing

Department: Business Member Support Account Servicing

Job Code: 11633

Pay Range: $93,700.00 - $97,000.00 Annually

Who We Are

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

Who You Are

You lead the Business Account Documentation function by supervising and guiding a specialized team that delivers accurate, compliant, and member focused business account onboarding, including advanced documentation reviews for complex entity structures. You are a people centered operations leader who applies strong judgment, risk awareness, and process expertise to oversee daily workflows, monitor productivity, and ensure consistent execution aligned with corporate strategy and regulatory expectations. You partner closely with department leadership and cross functional teams to drive continuous improvement initiatives, develop team talent, and translate operational insights into effective practices that enhance efficiency, strengthen controls, and elevate the business member onboarding experience.

What You'll Do

• Supervise the Business Account Documentation team to ensure alignment with corporate strategic objectives focused on establishing the company as a premier financial service provider for small businesses and organizations.
• Oversee day-to-day operations of the Business Account Documentation team, including assigning tasks, managing workflows, and ensuring timely completion of document review processes.
• Implement innovative initiatives within the team to enhance efficiency, accuracy, and effectiveness in document review processes for opening business accounts.
• Conduct risk analysis and monitoring to identify potential areas of concern in the document review process and implement appropriate mitigation strategies.
• Foster team development and motivation by providing guidance, coaching, and training to team members to enhance their skills and capabilities.
• Specialize in advanced document review processes, particularly for complex entities, ensuring thoroughness and accuracy in account opening procedures.
• Focus on providing a seamless onboarding experience for new Golden 1 Business members, ensuring their needs are met and expectations are exceeded.
• Cultivate a member-centric environment within the team, emphasizing the importance of delivering exceptional service and building strong relationships with business members.
• Support the Department Manager across all departmental functions and performance areas, assisting with strategic planning, goal setting, and performance evaluation.
• A digital leader who is collaborative, and adaptable. Drive digital transformation within the organization by embracing innovation, taking risks, and empowering their team to drive positive change.
• Provide visionary leadership and strategic guidance to the team, drawing from experience and knowledge. Develop and communicate a sharp vision, mission, and objectives for the team to ensure alignment with organizational goals. Provide insights and recommendations based on a comprehensive understanding of financial dynamics.
• Leverage various communication mediums to share insights, updates, and strategic direction. Foster transparency in financial reporting and decision-making processes. Foster a positive, inclusive, and engaging work environment by promoting skill development, coaching for improvement and growth, inspiring others through words and actions and encouraging positive employee morale by living out our Mission, Vision, and Core Values.
• Foster collaboration both within the team and across different departments or teams within the organization. Collaborate with cross-functional teams to align financial strategies with broader organizational goals. Provide financial expertise to support decision-making across departments. Foster mentorship and guidance to team members, nurturing their professional growth and development. Identify opportunities for training and skill enhancement to ensure the team remains at the forefront of industry trends. Provide additional support throughout the department and perform other tasks and duties as assigned.
• Empower team members and foster professional growth through ongoing development initiatives.
• Monitoring and reporting of the member Data Changes are completed monthly per policy. Review the Data Change training module and update as necessary on an annual basis.
• Oversees all escalated deposit account while maintaining exception approval authority limits. Identify, investigate, and resolve member and employee concerns in a timely manner. Communicate and interact with other Golden 1 departments and branches to assist with error resolution and information exchange.
  
  

Qualificiations And Preferences

• Bachelor’s Degree in business or a related field preferred
• 6 years experience of progressive leadership roles required
• Business Banking Account and Loan Serving experience within a financial institution Leadership extensive experience in team management and leadership roles. required
  
  

Why Join Us

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=3241

Disclaimer/Intent And Function Of Job Descriptions

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.