Business Banking Relationship Manager
About The Position
The Business Banking Relationship Manager (BBRM) is responsible for managing and expanding relationships with Elevations Credit Union business members. They serve our business members with financial expertise, convenience and guidance. The BBRM provides tailored financial solutions to meet our business members needs to include deposit, treasury management, and business lending products. The BBRM analyzes our member's financial information and business models to offer customized solutions. The BBRM implements strategies to attract new business members, prospect for new opportunities, and increase awareness of business banking offerings in the markets we serve.
Requirements
- 2+ years of experience in business banking or treasury management, with a proven track record in managing and growing a diverse client portfolio.
- Ability to analyze financial statements and assess credit risk, with a strong understanding of financial products and services tailored to business owners.
- Excellent interpersonal and communication skills, with the ability to build rapport and maintain long lasting relationships with members and stakeholders.
- Proven ability to identify and seize new business opportunities, both loan and deposit, while effectively managing multiple priorities and deadlines.
- Must meet the NMLS qualification and registration requirements under the SAFE Act of Regulation Z, including a criminal background and credit check.
- Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).
Nice To Haves
- Bachelor’s degree in business, accounting, finance, or equivalent work experience.
Responsibilities
- Manage and expand relationships with our business members through identifying opportunities for business products and services to include loans, line of credit, cash management and business deposit products.
- Proactively manage and grow deposit and loan portfolios in order to deliver strong financial results.
- Develop and implement strategies to attract new business members and expand market awareness and presence.
- Serve as a conduit between the member and underwriting, processing, and loan servicing teams.
- Deepen member engagement and loyalty by expanding members’ share of wallet through partnering with the retail, mortgage, wealth management partners and other areas.
- Ensure compliance with regulations and internal policies. Monitor and assess the risk profile of business members and take appropriate actions as necessary.
- Representation of ECU at community events and network functions.
Benefits
- 4 weeks paid time off for full-time employees
- work anniversary paid time off
- paid volunteer time off
- 12 paid holidays
- Comprehensive medical, dental, and vision plans
- employer contributions to supercharge your Health Savings Account
- Up to a 4% match on 401(k) contributions
- Up to twelve weeks of fully paid parental leave
- An extensive Employee Assistance Program that provides personalized care options for your whole household
- Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
