What are the responsibilities and job description for the Workplace Banking Specialist II position at Suncoast Credit Union?
Overview
Compensation: $69,000 - $100,000 based on experience and credentials
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Additional Business Territory: Tampa, North Port, Desoto, Sarasota, Manatee area
Maintains relationships with organizations, decision-makers, leaders and influencers to position Suncoast Credit Union as a financial leader. Maintains a strong pipeline of appointments through maintenance of existing client relationships with the goal to acquire new memberships, loan products, and to deepen their financial relationships with Suncoast. Builds business through sales of Credit Union products and services. Processes a wide range of financial transactions for Credit Union Members and maintains accuracy according to organizational standards.
Responsibilities
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration annually, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.
Benefits
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
Compensation: $69,000 - $100,000 based on experience and credentials
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Additional Business Territory: Tampa, North Port, Desoto, Sarasota, Manatee area
Maintains relationships with organizations, decision-makers, leaders and influencers to position Suncoast Credit Union as a financial leader. Maintains a strong pipeline of appointments through maintenance of existing client relationships with the goal to acquire new memberships, loan products, and to deepen their financial relationships with Suncoast. Builds business through sales of Credit Union products and services. Processes a wide range of financial transactions for Credit Union Members and maintains accuracy according to organizational standards.
Responsibilities
- Promotes, explains features and benefits, and cross-sells Credit Union products and services to help members meet their financial needs
- Responsible for building business through sales of products and services, as well as through serving the community and actively participating in area events/presentations while representing the Credit Union
- Support current products with sales enablement initiatives, digital projects and multi-faceted communications with the aim of engaging providers with financial literacy
- Presents features and benefits of share, negotiable deposit, retirement, and fiduciary accounts
- Answers questions and solves problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to inquiring party
- Schedules and facilitates on site events at these acquired organizations to drive new membership growth
- Creates an exceptional member service experience at these on-sites and with the Organization
- Opens accounts, performs maintenance, account changes and reconciliation, and error resolution
- Determines eligibility when opening accounts
- Inputs and processes basic to intermediate consumer loan requests
- Interviews members to determine loan qualifications
- Offers recommendations according to underwriting guidelines and completes documentation required for loan disbursement
- Brings “One Company” Initiative of building qualified referral production to other internal Line of Business partners. (STIS and Business Services)
- Campaign management including list and database management, email creative and production, reporting and tracking
- Ensures all regulatory requirements regarding accounts are followed
- Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
- Attend educational events to increase professional knowledge
- Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs
- High School Diploma or equivalent (BA or BS degree in business related field preferred)
- 3 years of professional level experience in financial services, banking, revenue cycle, credit card or payments industries
- 3 years of B2B marketing experience, working in a highly matrixed organization, creating and managing marketing campaigns with multiple work streams and interdependencies
- 3 years client management or agency experience
- Superior knowledge and understanding of Credit Union products, services, policies, and procedures, as they relate to financial transactions, deposit accounts, and consumer loans
- Superior knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
- Superior math proficiency in order to calculate loan to value ratios and debt to income ratios, and audit own work
- Must be able to maintain a high level of confidentiality
- Experience applying marketing analytics to inform marketing strategy including segmentation and targeting, measurement, and test / learn design and reporting
- Proficiency with MS Project, Excel, PowerPoint and SharePoint
- High energy, detail oriented and creative
- Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and often complex problems or situations
- Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
- Strong knowledge and understanding of credit union products, services, policies, and procedures
- Strong knowledge and understanding of regulatory compliance
- Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration annually, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.
Benefits
- Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
- Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000 Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
- Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
- Community Involvement: Paid Volunteer Hours
- Growth: Degree Assistance up to $5,000 per year
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
Salary : $69,000 - $100,000