Business Banking Relationship Manager
About The Position
Join SkyOne Federal Credit Union as a Business Banking Relationship Manager in Lewisville, TX. This onsite position offers an exciting opportunity to play a pivotal role in enhancing our members' financial lives through tailored banking solutions. You will foster strong relationships with business clients, providing them with personalized service that reflects our commitment to excellence. The role is focused on driving organic growth through proactive, field-based business development, dedicated to acquiring new business relationships, generating accounts, and expanding core business deposits by fostering strong financial connections with both prospective and existing members. As a highly outbound individual contributor, the manager will spend most of their time outside the branch engaging in networking, cold calling, and attending community events to build rapport. Delivering on-site presentations and leveraging referrals are key aspects of this role, ensuring alignment with SkyOne’s Service and Sales Model. Additionally, the Business Banking Relationship Manager will collaborate closely with internal departments to provide seamless onboarding and exceptional member experiences. While this position does not involve direct people management responsibilities, it plays a critical role in enhancing the financial lives of our business members.
Requirements
- Strong business development and sales acumen
- Proficiency in cold calling, outbound prospecting, and effective networking
- Demonstrated ability to develop a personal business development plan and execute it successfully
- Expertise in using CRM and tracking tools
- Excellent relationship management skills
- Strong communication skills to represent SkyOne at events and work interdependently with various internal teams
- Well-versed in compliance and risk management regulations
- Minimum three to five years of experience in business banking, business development, or relationship-based sales
- Demonstrated success in field-based business development and outbound prospecting
- Strong consultative sales, presentation, and negotiation skills
- Excellent interpersonal, verbal, and written communication skills
- Highly self-motivated with strong organizational and time management abilities
- Ability to manage competing priorities and work independently with limited supervision
- Proficient knowledge of Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
- Working knowledge of business deposit products and financial services
- High level of interpersonal skills to handle sensitive and confidential situations
- Demonstrated poise, tact, and diplomacy
- Creative, Growth Mindset and Solution Oriented
- Ability to adapt to any situation
- Demonstrates open and honest communication skills
- Ability to exercise discretion and sound judgment
- High commitment to reaching performance goals
Nice To Haves
- Minimum four-year business degree or equivalent experience preferred
Responsibilities
- Drive organic growth through proactive, field-based business development
- Acquire new business relationships
- Generate accounts
- Expand core business deposits by fostering strong financial connections with both prospective and existing members
- Spend most of their time outside the branch engaging in networking, cold calling, and attending community events to build rapport
- Deliver on-site presentations
- Leverage referrals
- Collaborate closely with internal departments to provide seamless onboarding and exceptional member experiences
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
