Job Summary:
The Business Services Specialist (Business Banking Specialist) is responsible for supporting the development, implementation, administration, and continuous enhancement of the Credit Union's Business Services program. This position partners with Business Services leadership and cross-functional teams to help establish, support, and optimize business deposit, treasury management, and small business lending services while ensuring efficient, compliant, and member-focused operations.
During the initial implementation phase, the position focuses on project execution, operational readiness, documentation, testing, vendor coordination, and implementation support. As the Business Services department matures, the role transitions into ongoing operational administration, lending support, treasury management support, reporting, process ownership, and continuous improvement. This position is intentionally designed to evolve alongside the Business Services department, and responsibilities may expand or shift as organizational priorities, technology, products, services, and strategic initiatives evolve.
We encourage you to view and apply directly at edfed.org/careers
Duties & Responsibilities:
- Support implementation of business deposit, treasury management, and small business lending products and services.
- Assist with workflow design, procedure development, forms, job aids, and operational documentation.
- Participate in requirements gathering, testing, user acceptance testing, and implementation readiness.
- Coordinate assigned implementation activities with internal departments, vendors, and consultants.
- Support the administration of Business Services products and services.
- Assist with business account servicing, loan processing, documentation, underwriting support, portfolio administration, and treasury management support.
- Maintain accurate operational records and ensure a high level of member service.
- Identify opportunities to improve efficiency, consistency, and member experience.
- Maintain and update procedures and recommend workflow improvements.
- Support change management and operational readiness initiatives.
- Support technology implementations, system enhancements, issue resolution, and vendor relationships.
- Coordinate assigned project tasks and monitor implementation activities.
- Prepare operational reports and monitor business performance metrics.
- Assist with quality reviews and recommend operational improvements. Compliance, Risk Management & Business Support
- Support compliance with applicable regulations, policies, and procedures.
Skills:
- Strong analytical, organizational, communication, and problem-solving skills.
- Ability to manage multiple priorities and collaborate effectively across departments.
- Proficiency with Microsoft Office applications and the ability to learn new business systems.
Requirements:
- Bachelor's degree or an equivalent combination of education and relevant experience.
- 2-4 years of experience in banking, credit union operations, business services, lending, treasury management, project coordination, or a related financial services role preferred.
BSA Statement: Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned.
The following are some benefits offered to employees:
- Paid Holiday
- Paid Birthday
- Paid Sick and Personal Days
- Paid Vacation
- Retirement/401K with matching contributions
- Medical, Dental and Vision Insurance
- Life Insurance and Long Term Disability
- Tuition reimbursement for Undergraduate and Graduate courses
- Various Incentive Programs
- Career opportunities
About Us:
As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.
