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Business Services Assistant sought by Salal Credit Union in Seattle

Note: All information posted here was gleaned from the job listing. Please contact original recruiter with questions or to apply.

Salal Credit Union seeks Business Services Assistant in Seattle

Salal Credit Union was founded in Seattle as a not-for-profit financial institution by Group Health employees in 1948 and was originally named Group Health Credit Union.

We exclusively served employees of Group Health and select employee groups until our charter opened in 2003, allowing anyone who lives or works in Washington State to become a member.

Over the years, our membership grew more diverse. In 2010 we changed our name to Salal Credit Union.


The name Salal comes from a beautiful, sturdy evergreen plant found abundantly in the Pacific Northwest.

Salal was once an essential food source for indigenous people and was valued for its healing properties.

We felt Salal was a nice tribute to both our roots in healthcare and the beautiful place we call home.

To us, it symbolizes strength, stability, and healing.

Taking care of our members and giving them a stress-free banking experience is our top priority.


Salal is now one of the larger credit unions in Washington State with more than $500 million in assets and over 30,000 members.

Based in Seattle, WA, we have branches in First Hill, South Lake Union, Northgate, Bellevue, and Tukwila.

We are a full-service financial institution predominantly serving residents of Washington State.

Through our business and indirect lending program, we also service members in other states.

There are many easy ways to qualify for Salal membership.

You can live, work, or worship in Washington.

You can live or work in Multnomah, Clackamas, Marion, Columbia, Douglas, Washington, Deschutes, Linn, and Lane counties in Oregon.

You can also qualify by being a member of the Salal Foundation or the People’s Memorial Association.

We operate four distinct lines of business – retail banking, small business services, mortgages, and dealer direct lending – which provide a wide range of deposit and loan products.

We are a Better Business Bureau-accredited business with an A+ rating. Our deposits are NCUA-insured up to $250,000.

Position Primary Purpose: 

Perform a variety of administrative and cash management activities for business members to support the Business Services team.

Provide superior service during and after onboarding of new businesses while maintaining a positive, team-oriented working relationship with coworkers to provide friendly and efficient service to solve problems quickly.

Essential Functions

Quickly learn and maintain a working knowledge of all computer software systems to ensure timely posting and effective delivery of service.

Assist with business member on-boarding process by providing a secondary review of new account documents.

Ensure address, ownership and signer changes are made accurately and timely in Symitar and Cash Suite with supporting documentation maintained in accordance with policy.

Communicate with business member and Account Representative/Business Service Specialist to obtain any missing documentation.

Assist with preparing account analysis comparisons for prospective clients for credit union’s business services.

Perform operational account maintenance duties for businesses to effectively resolve problems as they arise.

Escalate problem issues in a timely manner for resolution.

Answer business services hunt group number.

Handle password resets, on-line banking questions and answering basic account support questions or transfer them to their Account Representative/Business Service Specialist.

Accurately post cash deposits to business member’s accounts on a daily basis.

Order cash shipments to businesses on a weekly basis or as needed.

Balance each master vault to the general ledger daily.

Investigate and resolve settlement items as required and maintain a positive working relationship with Accounting, Garda and Loomis to resolve reconciliation issues in a timely manner (2-3 business days).

Prepare correspondence as needed and assemble information which may be required to go together with such correspondence including financials, formation and signer documentation from new (or existing) clients and annual NACHA rule updates.

Coordinate wire transfers for business members by monitoring the Business Services inbox for wire transfer requests, reviewing the wire transfer agreement for the business member, forwarding the request to the Account Representative/Business Service Specialist to confirm availability of funds and for secondary review, input the Domestic Wire Transfer into Episys after secondary review and approval is received.

Input International Wire Transfer into PCBB after review and approval is received.

Ensure timely and accurate wire data input that meets our internal deadlines and maintain open communication with other departments to maintain high service level expectations.

Timely data entry of account analysis billings for Cash Management businesses for Senior Business Services Specialist review prior to final analysis invoice statements job run detailing transactions and activities to ensure account analysis billing accuracy.

Provide good member service by ordering and activating business debit cards as needed for business members, ensuring data accuracy and timely delivery.

Maintain current and accurate data in Cash Suite for all cash management business accounts including tickler creation, letter generation, updating receipt of financials and monitoring completion.

Assist in maintaining records of cannabis compliance monitoring on a monthly, quarterly and annual basis.

Maintain product knowledge of all the credit union’s product lines to identify unmet needs and refer business members.

Maintain a positive team oriented approach when working with co-workers to implement new products and services and to resolve and troubleshoot technical problems.

Assist with the creation and timely maintenance of client user guides, instruction manuals and procedures for intricate products and services.

Complete all on-going education, training and professional development as required for position.

Comply with all state and federal regulations and compliance standards, including: Identify Theft Protection Plan (ITPP), Bank Secrecy Act (BSA), Customer Information Privacy (CIP), Office of Foreign Assets Control (OFAC) as well as Credit Union policies and procedures.

Complete required compliance training.

Upload documents to Synergy to ensure required records are retained in accordance with the Salal Records Retention Program and preserved in a careful and secure manner.

Proficient with Microsoft products including Word, PowerPoint, Excel, Access, and Outlook.

Use network PC workstation/laptop to access core system and ancillary systems to perform account transactions, queries, and specialized functions for accounts as needed.

Utilize all Internet service delivery systems and Microsoft Office Suite to perform duties as needed and in compliance with CU policies.

Operate and maintain department equipment and troubleshoot as needed in a positive manner with co-workers.

Position Qualifications

Previous Experience: 

Requires an Associate of Arts degree or five years of relevant work experience including creating, filing, and maintaining accurate client files, accurate postings to member accounts, a strong understanding of business accounts and their supporting documents.


Associate of Arts Degree preferred, High School Diploma or GED required.

Demonstrated Abilities:

Familiar with standard business banking concepts, practices, and procedures.

Business account knowledge required. Strong problem solving, organizational and time management skills; exercise good judgment and discretion to plan and accomplish daily tasks to support department goals; strong ability, desire and enjoyment in working with others as part of a diverse team with minimal supervision.

Desire to serve and act in the best interest of the member to support the business relationships; good customer service skills and professionalism, whether over the phone, in person, or in writing; ability to work independently, set priorities and handle multiple tasks; dependable in completing tasks with strong attention to detail and accuracy; ability to safely drive a vehicle as evidenced by a driving record which reflects safety, experience and compliance with traffic law.

Demonstrated ability to maintain compliance with Federal and State regulations and Credit Union policies.

Ability to work in a fast paced environment, multi-task and with strong time management skills.

Physical Requirements: 

Sitting or standing continuously for periods of four hours, communicating verbally, communicating in writing, faculty of seeing and hearing and operating a keyboard.

Lifting and carrying usually not to exceed 20 pounds.

Mental Requirements: 

Interpersonal interactions, problem solving, analyzing/evaluating, discretion/confidentiality, good oral and written communication skills, math skills, teamwork, read/write/speak English, multi-tasking and detail task handling.

Relies on experience, judgement and guidance to support the department’s accomplishment of its goals.

Working Conditions: 

Work is performed in an office environment but also requires mobility within the office.

Requires occasional travel to other Credit Union facilities and various locations for meetings and events.

Salal Credit Union is an Equal Opportunity Employer

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