Kitsap Credit Union · 1 day ago
Business Consultant II
Bremerton, WA
Contract
Onsite
Entry, Mid Level
$31/hr - $34/hr
2+ years expKitsap Credit Union is a not-for-profit financial cooperative committed to the financial wellbeing of its members and communities. The Business Consultant II role involves supporting inside sales and proactive service activities for business members, including conducting relationship calls and handling business loan requests.
BankingFinancial Services
Responsibilities
Respond to incoming leads and service requests from branches, the contact center, and business members within committed SLAs
Open business accounts, generally for businesses with up to 20 employees and/or $2MM in gross annual sales, including cash management onboarding and merchant services needs assessment and referrals
Understanding of entity documents and business financials
Independently submit and manage non real estate secured business loan applications up to $100,000
Conduct routine financial reviews and needs assessments
Onboarding for cash management and merchant services, including in-person visits and member training
Maintain a prospect pipeline and conduct timely follow-ups
Begins to develop expertise in select industries to provide more tailored guidance, deepen member relationships, and enhance strategic growth efforts
Provide support to frontline staff on standard business banking questions
Begin to specialize in certain industries with targeted solutions
Conduct outbound relationship calls to assigned members for service follow-up and cross-sell opportunities
Deeper understanding of business deposit and business loan products, cash management, and merchant services
Represent the credit union at events during working hours, evenings, or on the weekend
Achieve established sales and referral goals by effectively promoting business and personal banking solutions
Collaborate with internal teams to ensure a seamless member experience
Qualification
Required
High school education or equivalent
1+ years of consumer lending experience
2+ years of experience assisting businesses with their banking needs in a branch or business banking department
Benefits
Bonus Target: 5% potential incentive of base pay
Company
Kitsap Credit Union
Kitsap Credit Union helps employees to achieve more by helping them grow professionally through in-house trainings.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Shawn Gilfedder
President and Chief Executive Officer
C
Colin Morrison
Senior Vice President and CIO
Recent News
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