Dupaco Credit Union Business Services Coordinator in Dubuque, Iowa
Organized, motivated, personable, and resourceful are a few words that describe you. Your days are filled with developing content, participating in departmental projects, providing answers to questions, and keeping information updated and organized. You love your job, but there’s just something missing. The missing link is here at Dupaco in the Business Services department! Come join us and find your career home as the Business Services Coordinator!
Responsible for correspondence, answering questions and performing follow-up with business member accounts.
Prepares presentations, supporting materials and RFPs for business members.
Responsible for meeting with internal stakeholder to facilitate smooth member onboarding and processing.
Provides a full range of professional and relationship support to internal stakeholders.
Will be trained in IRA’s, specifically SEPS and Simples so that they can assist with retirement issues and help facilitate introductions to DFS for 401(k) planning and HSA administration with our commercial members.
Responsible for updating the Burst and Navigator on those processes and products/services.
Will double check and monitor all business account forms and paperwork for all branches to ensure procedures were followed.
Assists in development and implementation of new or enhanced cash management products and services.
Responsible for knowledge and understanding of applicable compliance and regulations pertaining to scope of responsibility.
Perform other duties as assigned.
Two to four years of experience with cash management, business banking, and/or retail banking experience and sales/business management required.
Ability to assume responsibility and solve problems in a fast paced environment.
Must be self-starter with high energy and motivation.
Excellent written and verbal skills to professionally communicate with staff.
Ability to solve problems in a timely manner.
Must be familiar with financial regulations.
Strong technology background.
Word Processing: Intermediate
Presentation Skills: Intermediate
Customer Service: Intermediate
Team Player: Works well as a member of a group
Thought Provoking: Capable of making others think deeply on a subject
Functional Expert: Considered a thought leader on a subject
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity
Self-Starter: Inspired to perform without outside help
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Goal Completion: Inspired to perform well by the completion of tasks
Financial: Inspired to perform well by monetary reimbursement
- 2-4 years: Cash management, business banking, and/or retail banking experience and sales/business management
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)