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Corporate Account Representative
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The Business Account Specialist plays a pivotal role in overseeing a portfolio of commercial clients in the Kalamazoo area, providing essential financial services tailored to their unique requirements. As the primary liaison and key relationship steward for our members, this position emphasizes both the acquisition of new business and the enhancement of existing partnerships.
Key ResponsibilitiesThe responsibilities of the Business Account Specialist include:
- Engaging with members to understand their financial and operational strategies.
- Recommending suitable financial products and services to fulfill both immediate and long-term business objectives.
- Actively prospecting for new business opportunities while nurturing and strengthening current relationships.
The ideal candidate will possess:
- Confidence in member-facing interactions.
- Self-motivation and the ability to work autonomously.
- Exceptional communication skills across various platforms.
- A solid understanding of financial institutions, particularly credit unions.
- Previous sales experience, focusing on client engagement and retention.
- A high level of professionalism.
- Willingness to travel as needed.
- Availability for communication outside of standard working hours.
- Capability to represent and promote the organization at community events.
This role offers a competitive hourly wage ranging from $20 to $23, commensurate with experience, along with performance-based incentives and bonuses. Additionally, a stipend for cell phone and internet expenses is provided. At United Bay Community Credit Union, we prioritize employee well-being by offering a comprehensive benefits package that includes:
- Employer-paid medical, dental, and vision coverage.
- A Health Savings Account.
- A 401k plan for long-term financial planning.
- Paid time off (PTO) and 13 paid holidays throughout the year.
We foster a vibrant team culture that actively engages with the community through various initiatives, including fundraisers and volunteer opportunities.
If you are interested in exploring this opportunity further, please refer to the detailed job description available on our Careers Page.