Commercial Account Specialist

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:

• Paid time off that begins accruing on your first day
• Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
• 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
• Company-paid short-term, long-term disability, and employee life and AD&D coverage
• A tuition reimbursement benefit which reflects our investment in your future
• Competitive pay along with opportunities for annual raises and promotions
• Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
• A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritize

The role of the Commercial Account Specialist is responsible for deepening relationships and driving commercial portfolio growth through dedicated member support and service excellence. The primary focus of this role will be to provide support, build relationships, new member onboarding, and cross-sell commercial products and services.

Key Responsibilities

• Accountable for opening business accounts and assisting staff with the following: gathering necessary documentation to complete new business account opening and review, possessing extensive knowledge of products and services and the related features and benefits in order to open, close, maintenance and service all business account types. Adheres to company policies, procedures, values, business code and be well educated about the necessary documentation for various business type such as LLC, Corporation, Partnerships, Association, etc. Utilizes strong communication skills and sales-minded approach in order to maintain, procure, and support businesses and members. Provides personal attention and maintains communication with businesses in order to cultivate long-lasting relationships.
• Manages accounts by performing the following functions: Organizes, maintains, and updates business files and database content as needed to help assess member needs and market trends to help predict and provide effective solutions. Regularly communicates with other departments and staff to ensure quick and effortless resolution of member issues and concerns. Provides frequent follow-ups to existing accounts to ensure member satisfaction with services or products and seek feedback. Responsible for staying current on all industry issues and regulations applicable to the duties of the position. Serves as a knowledge resource within the department to provide accurate and timely internal support for employees.
• Generates Leads and expands the client base. Sells and cross-sells banking products and cash management services to new and existing members. Ensures the proper onboarding and training of new business and cash management members with the help of Cash Management Solutions Manager. Records, organizes, and updates databases of leads generated through branch/internal referrals, in-person meetings, email, networking events, and all other communication channels and keep a log of all follow-up activity and sales opportunities. Generates leads and referrals to commercial lending team, mortgage, investment services, etc.
• Provides internal customer support. Monitors Teams channels and group inbox and provides clear and timely responses to departments utilizing knowledge on products and services.
• Performs administrative processing to include but not limited to spreadsheet management and reporting, NSF items review, form reviews, annual audits, and annual reviews.
• Performs other job related duties as assigned.

• Education: High School Diploma or equivalent.
• Experience: One to three years of similar or related experience.
• Other Skills: 1. General knowledge of Cash Management Products and Services is preferred. 2. Strong decision-making/problem resolution skills. 3. Interpersonal skills to communicate effectively with members and employees both in person, via email or by telephone. 4. Excellent computer skills relevant to Microsoft Office Suite (e.g. Word, Excel, Outlook, Teams, etc.) and industry related software. 5. Ability to read and comprehend simple instructions, short correspondence, and memos.
• Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 10 pounds.
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Work Environment: In Office with limited hybrid/remote work.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans’ status.