Kitsap Credit Union
Overview
Kitsap Credit Union is searching for a Business Consultant III to work in-person out of our Harborside office in Bremerton. The Business Consultant III is an advanced sales role with expanded authority, including more complex financial consultations, pipeline management, and product recommendations. This role leads sales efforts for assigned business segments and mentors junior staff. About Kitsap Credit Union: a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We are committed to the financial wellbeing of our members and the communities we serve. To learn more, visit kitsapcu.org. Details
Reports to: Director, Business Services Employment Type: Full-time, hourly, non-exempt, in-person Salary Range: $35 - $38/hour depending on experience Bonus Target: 5% potential incentive of base pay Working Hours: Monday - Friday 8AM - 5PM Grade: 8BC Industry: Banking Responsibilities
Manage full lifecycle of business member relationships, including acquisition, service, and growth strategies. Recommend comprehensive solutions including business accounts, business loans, cash management, merchant services, and personal financial products. Open complex business accounts with no business size limits, with a strong understanding of entity documents and ownership. Conduct in-person meetings with business prospects and business members for relationship development, relationship reviews, and product installation and/or training. Expertise in select industries to provide more tailored guidance, deepen member relationships, and enhance strategic growth efforts. Understanding businesses day to day operations, sales processes, and pain points, recommending tailored Clover solutions, such as integrated point of sale systems, inventory management, and employee scheduling solutions that align with their unique business needs and support their growth. Possess a solid understanding of common business account and transaction fraud schemes, along with effective prevention and mitigation strategies. Proactively educates members on best practices to protect their accounts and business operations. Independently submit and manage business loan applications up to $250,000, with financial analysis documented on a credit presentation as required. Manage a personal pipeline of self-sourced and referred leads with varying conversion timelines. Act as a subject matter expert on specific industry segments. Conduct in-person business visits with branch staff and other internal teams. Meet and exceed established sales and referral goals. Conduct outbound relationship calls to assigned members for service follow-up and cross-sell opportunities. Note: This job description reflects the core responsibilities and is not necessarily all-inclusive. Other duties may be assigned as needed to meet organizational goals. #J-18808-Ljbffr
Kitsap Credit Union is searching for a Business Consultant III to work in-person out of our Harborside office in Bremerton. The Business Consultant III is an advanced sales role with expanded authority, including more complex financial consultations, pipeline management, and product recommendations. This role leads sales efforts for assigned business segments and mentors junior staff. About Kitsap Credit Union: a not-for-profit, member-owned financial cooperative with more than 300 employees and 14 branches throughout Western Washington. We are committed to the financial wellbeing of our members and the communities we serve. To learn more, visit kitsapcu.org. Details
Reports to: Director, Business Services Employment Type: Full-time, hourly, non-exempt, in-person Salary Range: $35 - $38/hour depending on experience Bonus Target: 5% potential incentive of base pay Working Hours: Monday - Friday 8AM - 5PM Grade: 8BC Industry: Banking Responsibilities
Manage full lifecycle of business member relationships, including acquisition, service, and growth strategies. Recommend comprehensive solutions including business accounts, business loans, cash management, merchant services, and personal financial products. Open complex business accounts with no business size limits, with a strong understanding of entity documents and ownership. Conduct in-person meetings with business prospects and business members for relationship development, relationship reviews, and product installation and/or training. Expertise in select industries to provide more tailored guidance, deepen member relationships, and enhance strategic growth efforts. Understanding businesses day to day operations, sales processes, and pain points, recommending tailored Clover solutions, such as integrated point of sale systems, inventory management, and employee scheduling solutions that align with their unique business needs and support their growth. Possess a solid understanding of common business account and transaction fraud schemes, along with effective prevention and mitigation strategies. Proactively educates members on best practices to protect their accounts and business operations. Independently submit and manage business loan applications up to $250,000, with financial analysis documented on a credit presentation as required. Manage a personal pipeline of self-sourced and referred leads with varying conversion timelines. Act as a subject matter expert on specific industry segments. Conduct in-person business visits with branch staff and other internal teams. Meet and exceed established sales and referral goals. Conduct outbound relationship calls to assigned members for service follow-up and cross-sell opportunities. Note: This job description reflects the core responsibilities and is not necessarily all-inclusive. Other duties may be assigned as needed to meet organizational goals. #J-18808-Ljbffr