Business Services Specialist I

Business Services Specialist I - Job Description

Department:

Commercial

Grade:

6

Reports To:

SVP of Business Services and AIS

Classification:

Non-Exempt

Supervises Direct:

Approved By:

ART

Effective Date:

06/23/2026

Role:

Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides clerical support for loan and other business services activities.

Essential Functions & Responsibilities:

Performance Measurements:

1.

Resolve member issues within 24 hours and/or ensure that all parties are informed daily on the process.

2.

Business accounts are opened, monitored, serviced, and maintained in accordance with established policies and procedures.

3.

Document preparation is accurate, neat, and timely. Loans are accurately entered on LaserPro and Symitar software.

4.

Files are current and well organized. All commercial files are maintained to the satisfaction of internal audit, external audit, and the NCUA.

5.

Miscellaneous clerical functions are efficiently and effectively completed.

Knowledge and Skills:

Experience

Six months to two years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Must have excellent communication and PR skills; ability to use related software required.

Physical Requirements

FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.

Work Environment

No hazardous or significantly unpleasant conditions.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.