Sr. Business Services Specialist

About the role

Join the journey of influencing, innovating, and making a difference at BECU. This role is responsible for supporting business members across our Neighborhood Branch network, fostering strong relationships, and driving growth.

Responsibilities

• Develop and nurture relationships with key business members, serving as their trusted advisor and go-to resource for products, services, and strategic guidance.
• Create and execute outbound calling strategies to onboard new members, deepen existing relationships, and uncover opportunities across banking, lending, and investment needs.
• Identify, structure, and process business lending requests including term loans, lines of credit, vehicle loans, credit cards, and commercial real estate up to $250K.
• Mentor branch staff and leaders to confidently identify business opportunities, strengthen referral behaviors, and deliver exceptional service to business members.
• Act as the subject matter expert for assigned branches, providing guidance on products, systems, processes, and updates to ensure teams stay informed and effective.
• Proactively prospect through cold calling, community networking, centers of influence, and internal referrals to grow BECU’s Business Services portfolio.
• Build and maintain relationships with internal and external partners to increase opportunities for cross-selling merchant services, payroll, and lending solutions.
• Partner with Relationship Managers and other business lines to support joint calls, account servicing, and coordinated member strategies.
• Analyze business financials, identify needs, and recommend solutions that deliver value for members while supporting BECU’s growth objectives.
• Provide regular reporting on loan production, goal progress, and team insights to support transparency and continuous improvement.
• Look for ways to enhance processes, elevate service quality, and contribute to BECU’s overall success.
• Maintain strong communication across teams to ensure alignment and progress toward shared goals.
• Frequently travel by car across an assigned territory typically spanning 4–6 cities.
• Take on other responsibilities as needed to support team success and organizational objectives.

Qualifications

• 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.
• 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 in 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, whether internal, market, or regulatory driven.

Pay

The Target Pay Range for this position is $88,000.00-$107,500.00 annually. The full Pay Range is $68,300.00 - $127,500.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance-based and targets vary by role.

Benefits

At BECU, we believe in supporting our employees. We offer:

• A 401(k) Company Match (up to 3%)
• Medical, Dental, and Vision (family contributions as well)
• PTO Program + Exchange Program
• Tuition Reimbursement Program
• BECU Cares volunteer time off + donation match

Qualifications

• 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.
• 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 in 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, whether internal, market, or regulatory driven.