Business Account Specialist at OUCU Financial

Athens, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

18.21

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Opening, Member Service, Accuracy, Business Structures Knowledge, Maintenance Requests Processing, Inquiry Response, Complaint Resolution, Cross-selling, Disclosure Provision, Business Deposit Services, Loan Products Knowledge

Industry

Banking

Description

Description OUCU Financial is seeking a proactive and enthusiastic Business Account Specialist who will play a crucial role in welcoming new business members by expertly opening and setting up their business accounts. Your dedication to accuracy and member service will ensure smooth onboarding experiences that build strong, lasting relationships from the start. Duties Include: Opens all business and trust deposit accounts. Knowledgeable about business structures and what is needed for account opening. Completes all maintenance requests for business accounts, including changing or removing signers, adding accounts, etc. Responds to business member inquiries regarding the operation of accounts, access to services, account discrepancies, ordering business checks and debit cards, and assisting with complaint resolution. Cross-sells credit union business deposit services and loan products to members and non-members. Provides all appropriate disclosures for business account establishment. Explains and answers questions regarding account disclosures. At OUCU Financial, we believe that our employees make the difference. We recognize, appreciate, and empower our most valued assets - our employees! We offer an enthusiastic, team-oriented environment with unlimited growth opportunities. In addition, at OUCU, you will find a competitive compensation package, comprehensive training programs, an outstanding benefits package with an incredibly generous 401(k) retirement plan, and multiple volunteer opportunities to help our communities. The pay for this position starts at $18.21 per hour, with relevant education and experience considered in determining the starting pay rate. Requirements Associate's degree in business or equivalent education and experience. Minimum of two years' experience in financial services or a similar environment. Credit union experience and familiarity with credit union products and services preferred. Basic understanding of lending process preferred. Knowledge of corporate filings and tax returns preferred.

Responsibilities

This specialist is responsible for expertly opening and setting up new business and trust deposit accounts, ensuring accuracy and smooth onboarding for new business members. Duties also include handling all maintenance requests, responding to member inquiries, assisting with complaint resolution, and cross-selling credit union business deposit services and loan products.