Member Business Deposit Manager

Title: Member Business Deposit Manager
FLSA Classification: Exempt
Reports To: Director of Member Business Lending
Supervises: No Direct Reports
To Apply: Submit your cover letter and resume to

Position Primary Purpose: Train and support branch personnel on all treasury management facilities, business deposit products and related services. Possess an extensive knowledge of cash management products and services as well as business deposit account procedures, policies and guidelines.

Essential Functions:

  • Train, educate and support branch personnel and back office staff on all treasury and business deposit products and other services.
    Create, analyze, modify and design business deposit products with the aid of marketing and under the direction of the ALCO/Pricing committee.
  • Present complicated treasury and business product material with the aid of strong technology and communication skills.
  • Conduct an effective, needs based sales program consistent with overall credit union objectives in conjunction with MSS’s and BDO’s
  • Maintain effective cross-selling and referral activities
  • Remain abreast of the current developments in the Treasury management arena.
  • Understand and evaluate the features and benefits of all current products related to business deposits and services.
  • Develops a network of pest practice peers to aid in understanding new and innovative ideas to improve current offerings
  • Maintains strong relationship with the managers in the branch delivering channel.
  • Understands cash management and ensures our products are relevant to our business member’s needs.
  • Ensures that the department provides exceptional customer service by exceeding all member expectations.
  • Works to build rapport, credibility and confidence with business services/lending staff, business member contacts and Credit Union personnel.
  • Coordinates necessary follow-up with Business Members and Branch Staff to ensure the accurate and timely completion of all projects and tasks.
  • Collaborate with BDO’s and Branch staff to assess current processes and to develop greater efficiencies.

Non-Essential Functions:

  • Consistently responds to all correspondences, e-mails and phone calls in a timely manner.
  • May perform a variety of duties as requested by the Chief Lending Officer.
  • Represents the Credit Union at trade functions and meetings.
  • Increases experience through continued exposure to all phases of department operations.
  • Provides continuing support to branches and other departments with regard to all aspects of lending.
  • Perform additional duties as assigned and work in other departments and branches as required.

Position Qualifications:

Previous Experience: Three years’ experience working in a financial institution required; prior commercial financial services experience would be beneficial; experience successfully creating and presenting training materials required.
Education: College Degree or equivalent knowledge, skills and abilities required.

Demonstrated Abilities:

  • Ability to provide leadership for member service specialists by modeling superior service/sales skills.
  • Maintains consistent high standards in areas of accuracy, thoroughness, completeness, and neatness of documentation, system input and correspondence.
  • Well-developed skills in making sound, independent loan decisions.
  • Superior level of knowledge and procedural expertise in the savings and certificate programs, types of loans offered, features and benefits of all Credit Union services and products required.
  • Strong well developed interpersonal, communication and interviewing skills to determine existing and/or potential members’ needs. Demonstrated ability to communicate with members in a business-like manner which will enhance the Credit Union’s overall image.
  • Analytical ability to conduct an analysis of an applicant’s credit status and recommend alternatives when appropriate.
  • Ability to organize work in order to give prompt attention to member’s request, while at the same time meeting deadlines for work processing.
  • Demonstrated skills in member related account transactions. Ability to interpret and explain Credit Union policies and transactions posted to members’ accounts.
  • Ability to cross sells Credit Union products and services effectively and accurately.
  • Ability to function effectively as a member of a team or on individual tasks and assignments.
  • Capability for effective use of office machines and data processing systems to perform duties as required.

Working Conditions:


Continuous sitting for long periods of time when providing services to members and carrying out other responsibilities. Occasional lifting up to 10 pounds. Frequent bending, squatting, or kneeling to reach supplies on ground level. Occasional reaching above shoulder level for supplies overhead. Continuous use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity to perform various clerical duties such as typing, writing, and handling money. Continuous speaking and hearing for interaction with members and coworkers. Continuous clarity of vision at 20 inches or less for normal processing of members’ transactions. Frequent clarity of vision at 20 feet or more for security purposes.


Continuous alertness, precision, and concentration to ensure accuracy and thoroughness of documentation and transactions. Continuous alertness of surroundings for security purposes. Continuous performance of basic numeric calculations, as well as writing, reading, comparing, and analyzing. Occasional performance of complex numeric calculations. Frequent use of judgment, reasoning, patience, and negotiation in solving members’ problems and cross selling services. Frequent use of initiative, ingenuity, and creativity in identifying members’ needs and solving members’ problems. Continuous memory demands in recalling Credit Union policies, services, and state and federal regulations.


Length of workday is unpredictable. May have to work long hours to balance books because of computer failure or unusually heavy member traffic. Exposed to potentially hazardous condition, i.e., robbery. Receives detailed instructions and procedures to be followed to minimize the risk. Occasional travel is required.

To Apply: Submit your cover letter and resume to

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