Business Services Portfolio Manager

🕒 5 dias atrás

🌵 Arizona – Remoto

🌵 Arizona – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

👔 Gerente

👻 Score fantasma 10%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Por que essa pontuação:

• Aberta há 5 dias.
• As vagas desta empresa costumam ser preenchidas em 21 dias.
• Sem salário divulgado.

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Mountain America Credit Union

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1930s

🏦 Bancário

💸 Finanças

🤝 Sem Fins Lucrativos

Banking • Finance • Non-profit

Mountain America Credit Union é uma instituição financeira sem fins lucrativos, dedicada a ajudar seus membros a alcançar o sucesso financeiro. Eles oferecem uma ampla gama de serviços, incluindo contas de poupança, financiamentos de automóveis, contas correntes, cartões de crédito, empréstimos SBA, planejamento de aposentadoria e muito mais. Com mais de 100 agências em vários estados, a Mountain America oferece fácil acesso aos seus serviços por meio de banco online e mobile. Eles focam no envolvimento com a comunidade e na educação financeira, visando preparar os membros para suas jornadas financeiras.

Descrição

• Serve as primary relationship manager for day-to-day needs of MACU’s larger business members • Act as liaison to the Senior Business Advisor for managed business member relationships • Understand business entity structures and discuss business owners’ needs based on their unique structures • Educate members on financial transaction options using MACU Business Services tools, resources, and technology • Cross-sell products and services through a consultative approach • Serve as first point of contact for managed portfolio account needs, including new account documentation and core-system onboarding • Own account-opening and onboarding procedures • Manage a portfolio of members and originate loans by accepting and reviewing applications, interviewing applicants, reviewing credit reports, and cross-selling loans • Oversee loan documentation, credit decisioning, and closings for loans sourced by Business Advisors or the managed portfolio • Recommend credit union products and services to address immediate and unexpected member needs • Provide quality service by assessing needs, advising members, assisting with transactions, opening accounts, servicing accounts, and explaining suitable products and services • Own the overall member relationship and direct or delegate work according to member needs • Field and direct member requests while growing relationships and supporting credit union objectives • Resolve member complaints by clarifying issues, determining causes, providing solutions, expediting corrections, and following up • Act as liaison to Business Advisors • Participate in and complete product knowledge courses • Comply with applicable regulations, including BSA, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD • Perform other duties as assigned

🎯 Requisitos

• Candidate must reside in Arizona • 3 years professional experience in a progressive financial setting; experience in a business relationship management setting preferred • Project management experience preferred • Associate degree from an accredited institution in business, marketing, finance, economics or related field, or on-the-job experience with 3+ years in a progressive financial setting • Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel • Experience with analytical and reporting software preferred • Ability to clearly express ideas, methodology, results, and recommendations verbally, in writing, and through insightful reports and graphic illustrations • Ability to document outcomes and present information appropriately for key stakeholders and all levels of the organization • Ability to multi-task and maintain composure while handling member activities and requests • Ability to prepare Cash Management and loan documents • Ability to perform mathematical calculations • Ability to work autonomously and collaboratively in a fast-paced environment • Strong organizing and time management skills • Ability to work productively and efficiently with multiple projects and timelines • Adaptive to change and responds positively to altered circumstances or conditions • Desire and willingness to learn and continually update knowledge of financial concepts, strategies, and systems • Initiative to solve problems and suggest process and efficiency improvements • Excellent interpersonal skills, including the ability to lead and collaborate with ad-hoc teams • Data analytics, data validation, and business data analysis skills, including MS Excel proficiency • Ability to sit, talk, and hear consistently; stand, walk, and use hands to handle or reach occasionally • Close and distance vision requirements • This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person

🏖️ Benefícios

• Equal Employment Opportunity/Affirmative Action/Americans with Disabilities Act/Veterans employer • Reasonable accommodations during the application, interview, and employment process

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