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Commercial Banking Member Specialist
Commercial Banking Member Specialist-March 2024
Richland
Mar 30, 2026
About Commercial Banking Member Specialist

  Take a leap and join our team!

  At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

  Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

  *Get to know us:  *About - Gesa Credit Union{target="_blank" rel="noopener"}

   

  Role Summary:

  The Commercial Banking Member Specialist is a point of contact for our commercial banking members.  This position is designed to provide a high level of value-added member service that meets the exceptional member service and experience guidelines.  Employees in this position will be expected to have a high competency in their knowledge of all commercial banking products and services to assist external phone calls from members and internal requests from commercial team members.  In addition, their knowledge of the products and services will provide a point of contact for branches and MCC staff to call for assistance. 

   

  What You Will Be Doing:

  Provide member service resolution for inquiries and problems from external commercial members, internal commercial team members, and provide knowledge and assistance to branches and MCC team members.  

  Take ownership of requests from the Commercial Banking Deposit Officers, Commercial Loan Officers, Small Business Development Officers, SBA Lenders and other commercial team members with member product onboarding for services such as ACH, Merchant Deposit Capture, Online Wire, Online Banking, Account Analysis, Positive Pay, Merchant Services, and Sweep Accounts.  They will assist with product implementation, internal system set up. 

  Take ownership of requests for temporary limit increases for ACH and MDC and provide exceptional member service in the process.  A part of this job function is to obtain the proper documentation and approval to make changes in the system.

  Provide exceptional members service and complete transactions at a high level of accuracy to our external commercial members who call or email in and our internal commercial team members who call, email, or send a chat requesting the following transactions: transfers, line of credit advances, line of credit paydowns, term loan payment requests, and wire transfers. 

  Maintain a high level of competency and problem-solving skills to assist commercial members with their cash management solutions and to troubleshoot errors and system issues. 

  Assist the commercial banking operations with commercial deposit and commercial loan research. 

  Adhere to BSA compliance, state and federal regulations related to business accounts. 

  Attend ongoing BSA training to include webinars, BSA training offered by CPA's, obtain BSA Certification. 

  Always maintain a professional demeanor when representing Gesa Credit Union. This includes verbal and written communications. 

  Provide recommendations and process improvements to supervisor regarding the business development strategies and direction the cr

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