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About the role
Key responsibilities & impact- Build Strong Business Relationships: develop and nurture relationships with key business members.
- Lead Proactive Outreach & Growth: create and execute outbound calling strategies to onboard new members.
- Drive Business Lending Opportunities: identify, structure, and process business lending requests.
- Coach and Elevate Branch Teams: mentor branch staff and leaders to identify business opportunities.
- Serve as a Business Services Expert: provide guidance on products, systems, processes, and updates.
- Generate and Expand New Business: actively prospect through cold calling and community networking.
- Strengthen Referral Partnerships: build relationships with internal and external partners.
- Collaborate Across Teams: support joint calls, account servicing, and coordinated member strategies.
- Analyze and Deliver Value: assess business financials and recommend solutions.
- Resolve Member Needs Effectively: support staff and members in resolving concerns or escalations.
- Represent BECU in the Community: participate in community events and organizations.
- Track and Report Performance: provide regular reporting on loan production and team insights.
- Champion Continuous Improvement: look for ways to enhance processes and service quality.
- Communicate and Collaborate Effectively: maintain strong communication across teams.
- Maintain Regional Branch Presence: travel by car across assigned territory.
Requirements
What you’ll need- Bachelor’s Degree in Business, Finance, Accounting, or Economics or equivalent work or educational experience.
- Five years of experience in business banking sales, proven consultative outside sales in financial services, business-to-business sales, and/or consistent success as a BECU Business Specialist.
- Effective relationship management, problem resolution and customer service skills.
- Strong sales, prospecting and follow-up skills.
- Excellent interpersonal skills to ensure issues are handled in a fair and consistent manner.
- Proficient in Commercial and Industrial, Commercial Real Estate, and SBA lending for small to mid-size businesses.
- Ability to contribute both independently and as a team member, in a multiple priority, fast paced environment.
- Ability to present a professional image when dealing with members, co-workers, management, external partners and the business community.
- Ability to exercise confidentiality and discretionary judgment.
- Ability to analyze financial statements, conditions and trends of Business Services clients.
- Proficient with Microsoft Office Products.
- Excellent time management skills.
- Ability to adapt to evolving work priorities.
- Ability to perform under pressure in a team environment.
- Ability to use discretion in decision making and sound judgment in problem solving.
- Ability to adapt to change within working responsibilities, be it internal, market or regulatory driven.
Benefits
Comp & perks- 401(k) Company Match (up to 3%)
- 4% annual contribution to your 401(k) by BECU
- Medical, Dental and Vision (family contributions as well)
- PTO Program + Exchange Program
- Tuition Reimbursement Program
- BECU Cares volunteer time off + donation match
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
business banking salesconsultative salesprospectingfinancial analysisCommercial and Industrial lendingCommercial Real Estate lendingSBA lendingcustomer serviceproblem resolutionMicrosoft Office
Soft Skills
relationship managementinterpersonal skillstime managementadaptabilityteam collaborationcommunicationdiscretionary judgmentprofessionalismproblem solvingcontinuous improvement
Certifications
Bachelor’s Degree in BusinessBachelor’s Degree in FinanceBachelor’s Degree in AccountingBachelor’s Degree in Economics