Business Services Advisor

At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy.

• →Identify, develop, and maintain relationships with prospective and existing business members to support growth in business deposits, loans, and related services.
• →Understand members’ needs and recommend appropriate business products and services that align with their financial goals and operational needs.
• →Generate new business opportunities through proactive outreach, networking, relationship development, referrals, and community engagement.
• →Build, manage, and maintain a consistent sales pipeline by prospecting, conducting follow-up, tracking opportunities, and advancing relationships through the sales process.
• →Meet or exceed established sales goals, performance expectations, and key performance indicators, including production, relationship growth, activity levels, and member experience standards.
• →Prepare and deliver business development presentations, product recommendations, and proposals in a professional and member-focused manner.

• →Handle outgoing and incoming member phone calls, conduct loan interviews, assesses member needs, and cross sells other SCCU products and services. Provide fast, friendly, effective service to the members.
• →Opens new memberships and looks for opportunities to add-on deposit products for existing members to ensure the retention and profitability of members.      
• →Analyzes loan applications, credit bureau reports and member account data to match the member to the appropriate product or service and maximize loan and add-on.
• →Enters the loan or new account application in the loan origination system in accordance with required data entry procedures to meet established quality standards. Monitors pipeline to follow up on pending applications, collects required documentation, and keeps members informed throughout the loan/account process.
• →Meets established productivity standards to ensure efficiency.
• →Participates in regular product, system, and compliance training to maintain knowledge of changes in policies, procedures, and product offerings.

• 1 to 3 years of experience in sales, business development, outside sales, relationship management, financial services sales, or a comparable member-facing business development role required.
• Experience building, managing, and maintaining a sales pipeline, including prospecting, outbound outreach, follow-up, and opportunity tracking, required.
• Experience in banking, credit union, treasury services, business lending support, merchant services, or other financial services environments preferred.
• Experience using CRM tools to document activity, manage follow-up, maintain pipeline visibility, and support reporting preferred.
• Must complete the Association of Accredited Small Business Consultants Simplified Examination within 60 days of employment.
• Two-year College or University diploma (Associate’s) in Business Administration, Finance/Accounting or equivalent experience required. 
• Valid Florida Driver’s license and good driving record required with a working vehicle.
• Bilingual English/Spanish fluency preferred.
• The selected candidate will be responsible for supporting the Broward and Palm Beach service territory.

• Minimum 1 to 3 years prior experience in sales and customer service or consumer loan processing/interviewing. Telephone sales preferred. 

• High School plus additional course work gained through attendance at vocational, technical or business school or equivalent experience.
• This position requires federal registration with the Nationwide Multistate Licensing System and Registry (NMLS) if the Team Member performs mortgage loan originator activities, including taking residential mortgage loan applications or offering/negotiating residential mortgage loan terms. The Team Member must obtain and maintain active NMLS registration and a unique identifier before performing MLO activities. Continued eligibility to perform MLO duties is subject to satisfactory completion of applicable NMLS registration requirements, including required background check review, fingerprinting, renewal, and ongoing compliance obligations. Failure to obtain or maintain required NMLS registration may result in removal from MLO duties and may lead to further employment action, consistent with SCCU policy and applicable law.
• You must have the ability to obtain CUNA Mutual licensing within the first eight weeks of initial employment. The CUNA Mutual License is required for this position.
• Bilingual English/Spanish fluency required.

• Monday – Friday: 8:00 a.m. - 6:00 p.m.

Detailed description

Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida’s east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market.

As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products—like checking, savings, and loans—our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve.

At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service.

I UNDERSTAND this application is a legal document for purposes of employment. Upon acceptance of an offer with SCCU, I understand that I will be required to complete background screening, employment and education verifications, and drug screening. If I am a member of Space Coast Credit Union, my SCCU membership accounts will be reviewed as part of the employment screening process to determine whether they are in good standing, as defined by SCCU policy. Failure to meet these standards may affect employment eligibility, including the possible withdrawal of a conditional offer of employment. I further understand that any misstatements or omissions in this application or during the pre-employment process may be considered falsification and could result in a decision not to hire me, or termination of employment if discovered after hire.

I UNDERSTAND that the information requested regarding date of birth, race, and sex is for the sole purpose of gathering the above information accurately and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification documentation upon hire.

SCCU is a drug-free workplace. I understand that as a condition of employment, I will be required to submit to drug testing and any procedures necessary to assess my qualifications for employment. If hired, I further understand that my employment is for no definite period and may be terminated at any time without prior notice.