Consumer & Business Services Specialist - Chester Branch
Core
Offering and selling financial products and services to consumer and small business members, with a primary focus on small business lending, consumer lending, and real estate lending.
Role type
Consumer & Business Services Specialist (Branch)
Builds
Small business lending packages, memberships, and account openings
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
small business prospecting, needs assessment, relationship building, mortgage and equity product knowledge, transaction processing, regulatory compliance (BSA, OFAC, NMLS), notary certification
Preferred skills
business banking experience, book of business development
Technologies
loan documents, credit report systems
Responsibilities
Perform member service transactions, conduct outbound calls and in-person visits to small business prospects, provide guidance on mortgage and equity products, partner with specialists to meet member banking and investment needs, ensure compliance with risk management and security policies, maintain notary registration
Seniority
Individual Contributor, entry to mid-level