Business Services Portfolio Manager

🔥 1 minute ago

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 10%

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Mountain America Credit Union

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1930s

🏦 Banking

💸 Finance

🤝 Non-profit

Banking • Finance • Non-profit

Mountain America Credit Union is a not-for-profit financial institution dedicated to helping its members achieve financial success. They offer a wide range of services including savings accounts, auto loans, checking accounts, credit cards, SBA loans, retirement planning, and more. With over 100 branches across various states, Mountain America provides easy access to its services through online and mobile banking. They focus on community involvement and financial education, aiming to prepare members for their financial journeys.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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

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