Arizona Business Services Manager

Job Summary

Acting as the primary relationship manager for a portfolio of larger business members, the full-time Arizona Business Services Manager will oversee account needs, facilitate loan processes, and provide tailored financial solutions while working remotely from Arizona.

Key responsibilities

• Manage day-to-day needs of business members, including onboarding and account documentation
• Oversee loan processes, including application review, credit report decisioning, and closing loans
• Cross-sell credit union products and services while ensuring compliance with relevant regulations

Required qualifications

• Minimum of 3 years of professional experience in a financial setting, preferably in business relationship management
• Associate's degree in business, marketing, finance, economics, or a related field, or equivalent on-the-job experience
• Advanced proficiency in Microsoft Office Suite, particularly Excel
• Experience with analytical and reporting software is preferred
• Demonstrated ability to manage multiple tasks and maintain composure in a fast-paced environment