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Business Member Portfolio Representative
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.
Currently, we have an immediate opening for a Business Member Portfolio Representative to join our team! The Business Member Portfolio Representative strengthens assigned business member relationships by providing exceptional day-to-day servicing, proactive portfolio support, and consultative assistance. This role serves as a dedicated point of contact to identify and support a business member’s comprehensive financial needs across deposit, lending, and cash-management services.
Primary Responsibilities:
- Executing the setup and ongoing servicing of business depository, cash management, and Business Visa accounts, including the coordination of applications and agreements.
- Serving as the primary point of contact for assigned business members to deliver consistent day-to-day service, relationship support, and issue resolution.
- Researching and resolving complex member inquiries by partnering with internal teams to ensure timely and accurate solutions.
- Maintaining regular outreach to business members to support onboarding, portfolio management, conducting early-stage outreach on business accounts less than 30 days delinquent and the collection of annual financial statements and loan reviews.
- Identifying evolving financial needs through member interactions and collaborating with internal partners to deliver appropriate lending or cash-management solutions.
- Acting as a subject matter expert for business cash management platforms by supporting application execution and resolving complex service issues.
- Providing backup coverage and support within a shared portfolio model to ensure continuity, responsiveness, and balanced workload management for all members.
Basic Qualifications:
- Education: High school diploma; or equivalent professional experience.
- Minimum of three years’ experience managing deposit accounts and processing transactions.
- All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.
Benefits:
We offer exceptional benefits to our employees, including:
- Competitive salary with a pay for performance bonus
- Fully paid Medical, Dental, and Vision benefits package for employees.
- Fully paid Life insurance, AD&D, short and long-term disability coverage
- 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%
- Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program
- Pet Insurance
- 3 weeks of PTO annually including 2 ½ days of float time.
- 9 paid holidays plus 2 half days
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.
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