Business Banking Relationship Manager - Southern New Mexico/West Texas

Nusenda Credit Union•Las Cruces, NM

7d•Onsite

About The Position

Nusenda Credit Union is seeking a Business Banking Relationship Manager to join their organization. This role is responsible for executing a disciplined calling program to grow new and existing business banking relationships. The manager will source prospects through cold calls, centers of influence, community outreach, and digital research. They will build referral pipelines, identify cross-sell opportunities, and position Nusenda products and services to meet member needs by uncovering needs through targeted questions, presenting tailored solution sets, and coordinating with Treasury Management and Businessрованию for pricing and structure. The role also involves representing the organization at community events, pre-screening loan opportunities, interviewing applicants, gathering financial packages, and assessing SBA program fit. Collaboration with business banking underwriting is key to structuring terms that provide appropriate returns and mitigate risk. Responsibilities include responding to inquiries within service levels, conducting regular check-ins, collecting required financial information, and documenting all interactions in CRM.

Requirements

Three to five years of similar or related experience
Bachelor's degree in Business Administration, Finance, or related field
Working knowledge of SBA lending programs and processes including basic eligibility and documentation requirements
Advanced knowledge of outbound business development, including structured cold calling, call planning, pipeline management, and use of Customer Relationship Management (CRM) tools.
Experience in branch processes including business account opening, Know Your Customer/Customer Identification Program (KYC/CIP), online and treasury services setup.

Nice To Haves

Direct SBA production experience preferred.

Responsibilities

Execute a disciplined calling program to grow new and existing business banking relationships.
Source prospects through cold calls, centers of influence, community outreach, and digital research.
Build referral pipelines and identify cross-sell opportunities.
Position Nusenda products and services to meet member needs.
Represent the organization at community events promoting it as a preferred financial institution and workplace.
Pre-screen loan opportunities, interview applicants, gather financial packages, and assess SBA program fit.
Collaborate with business banking underwriting to structure terms that provide appropriate returns and mitigate risk.
Respond to inquiries within established service levels.
Conduct regular check-ins at a documented cadence based on relationship size and complexity.
Collect required financial information ahead of renewals, reviews, or material change.
Document all interactions in CRM to surface opportunities.