Business Services Manager at TAPCO Credit Union

University Place, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Oct, 26

Salary

88500.0

Posted On

18 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Banking, Sales Strategy, Relationship Management, Financial Product Development, Outbound Calling, Referral Networking, Underwriting, Loan Documentation, Microsoft Office, Cash Management, Treasury Management, Fiserv XP2, Fresh Desk, Financial Analysis, Team Leadership, Communication Skills

Industry

Financial Services

Description

Description Core Details Physical Location Main Branch – 6312 19th St W, Tacoma, WA 98466 Work Style Designation Onsite – This role operates on a full-time basis at the location listed above. Based on performance, this role may be eligible for a hybrid workstyle after a pre-determined period. The hybrid workstyle is defined as 3 days per week in the office, 2 days per week from a remote location. About Us Since 1934, TAPCO Credit Union has been guided by a simple belief: people first, always. Our roots in the community run deep, and we show up with intention to drive our mission of making financial wellness accessible for all. For our teammates and members alike, we're about belonging, not transacting. We believe meaningful connection, respect, and valuing one another are at the heart of our relationships and workplace culture. We strive to create an environment where people feel seen, supported, and empowered to grow and thrive together. Every story matters, every interaction is an opportunity to build trust. Your journey starts here. We believe growth is a shared responsibility, and we’re committed to investing in you every step of the way with opportunities that generate momentum. Whether you’re building confidence, developing new skills, or growing into what’s next, you’ll be supported by teammates who want to see you thrive. This is more than a job; it is a place to belong. Come plant your roots at TAPCO: grow with us and rise with purpose! Core Competencies Member Focus: Prioritizes the needs, preferences, and experiences of members (stakeholders) by delivering exceptional service, building trust, and creating value. This competency ensures alignment with the organization's mission to serve and support its members (stakeholders) effectively. Instills Trust: Builds and maintains confidence and credibility with others through consistent, honest, and ethical behavior. This competency is fundamental to fostering strong relationships, collaboration, and a positive organizational culture. Cultivates Innovation: Inspires, generates, and implements creative ideas that improve processes, products, services, or organizational outcomes. It reflects a mindset focused on curiosity, experimentation, and the encouragement of fresh perspectives. Drives Results, Purpose, and Vision: Strategically organize and coordinate tasks, resources, and people to achieve goals effectively and efficiently. It emphasizes foresight, prioritization, and collaboration to ensure alignment with organizational objectives. Plan and Aligns: Planning, prioritizing, providing direction and removing obstacles to keep TAPCO moving forward and meeting our organizational goals. Position Summary As a Business Services Manager, you will play a critical role in supporting our commercial banking team by leading the development, growth, and delivery of financial products and services. This position requires strong communication skills, attention to detail, and the ability to build collaborative relationships with internal teams and external partners. Your work will help expand the credit union’s business offering awareness in the marketplace while delivering exceptional service to our existing and new members. Significant Responsibilities Acts as a central resource for branch and customer service inquiries to Commercial Banking Designs, implements, and manages sales strategies to attract new business members and expand existing business relationships through new deposit, lending, and service solutions Manages and leads outbound calling efforts and face-to-face meetings with business owners, professional services providers, and community organizations Builds referral networks with associations, organizations, and centers of influence in TAPCO’s market Coordinates, hosts, and partners on public events expanding TAPCO’s business offering awareness Attends industry and community events to promote TAPCO and establish external partnerships Leads the delivery of timely and thorough responses to internal and external member inquiries, processing requests, and requests for information that elevate and refine the member experience Partners with department team to obtain and process the necessary member data to underwrite, document, and close requests Leads application, account opening, loan document signing, and file management processes Ensures the confidentiality, security, and safekeeping of all accounts, records, and member information to ensure quality member service Embeds diversity, equity, inclusion, belonging, and accessibility (DEIBA) into your daily workflow Assists business members with account origination, documentation, file maintenance, and account maintenance Maintains an up-to-date knowledge of, and adheres to, the requirements of all related policies, procedures, rules, and regulations required for position Maintain an understanding of, and adheres to, the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions Assumes responsibility for other duties as required or assigned Requirements Key Qualifications Two-year college degree in the areas of Business, Finance, Accounting, or a related field, or equivalent combination of education and experience Five (5) or more years’ experience as a Business Services Officer, Business Loan Officer, or related role Experience leading, mentoring, and supervising a team with evidence of leadership and talent development Intermediate to advanced level knowledge with Microsoft Office programs (e.g. Word, Excel, PowerPoint) What Will Make You Stand Out Bachelor’s Degree in the areas of Business, Finance, or Accounting Experience analyzing and interpreting a wide variety of written, oral, and visual information from a variety of sources, including financial institutions, vendors, and bank regulators Experience reading legal documentation One to three years’ experience as a Cash Management Officer, Treasury Officer, or related role Beginner-to-intermediate knowledge of Fiserv XP2 Beginner-to-intermediate knowledge of Fresh Desk Excellent verbal and written communication skills required; proven ability to work in a team environment, learn quickly, and apply knowledge as needed Position Working Conditions The work environment for this role is located in an office setting Movements frequently and regularly require using the wrists, hands, and/or fingers Frequently required to sit and stand for longer periods of time May work under tight time constraints Compensation In addition to a robust and generous total compensation package, the salary range for this position is: $80,500 - $88,500 per year (depending on experience) Benefits TAPCO offers a comprehensive benefit package: 100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time teammates 50% Employer-paid spouse coverage, 65% Employer-paid dependent children coverage Flexible Spending Account (FSA), Dependent Care FSA, & Health Savings Account (HSA) 401(k) Plan with up to 7% match 100% Employer-Paid Life Insurance/AD&D package Paid Vacation and Sick Time, 11 Paid Holidays + 1 Floating Holiday Optional Short- and Long-Term Disability Employee Assistance Program Community impact on us (Up to 40 paid volunteer hours) Shared Bonus Plan (when company goals are achieved) 90-day Introductory Period All newly hired teammates at TAPCO Credit Union are subject to a 90-day introductory period beginning on their first day of employment. This period is intended to provide structure, clarity, coaching, and support while teammates learn their role and the organization. Completion of the introductory period does not guarantee continued employment or change the at-will employment relationship. Equal Opportunity Employer Statement TAPCO Credit Union is an equal opportunity employer that is committed to diversity and inclusion in the workplace. As a people-centric organization, we believe every employee and applicant has the right to work in surroundings that are free from all forms of unlawful discrimination. TAPCO does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service or veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Equal employment opportunity applies to all terms and conditions of employment, including recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, termination, layoff, leave of absence, and general treatment during employment.

Responsibilities

Lead the development and growth of financial products and services to attract new business members and expand existing relationships. Manage outbound sales efforts, build referral networks, and oversee the loan application and account opening processes.