Business Development Relationship Manager

Forum Credit Union•Fishers, IN

11d

About The Position

FORUM Credit Union is seeking an enthusiastic and driven Business Development Relationship Manager to cultivate and strengthen relationships with Select Employee Groups (SEGs), community organizations, and local businesses. This role is crucial for growing membership and business opportunities across the Credit Union. The Business Development Relationship Manager acts as a key ambassador, developing and maintaining strategic relationships, promoting FORUM's products and services, and generating referrals for various business units including Retail, Commercial Services, Private Client Group, and Mortgage. The ideal candidate is a proactive, outgoing professional skilled in networking, relationship management, and achieving results.

Requirements

A two-year college degree, completion of a specialized course of study at a business or trade school, or completion of a specialized and extensive in-house training program.
One to three years of similar or related business development, sales, relationship management, or financial services experience.
Nationwide Mortgage Licensing System (NMLS) certification, or the ability to obtain and maintain certification.
Strong verbal and written communication skills with the ability to build rapport and influence others.
Ability to work a flexible schedule, including occasional evening and community events.

Nice To Haves

Enjoy networking and are energized by building meaningful business relationships.
Self-motivated, goal-oriented, and take ownership of achieving results.
Thrive in a fast-paced environment where priorities may shift and adaptability is essential.
Confident engaging with business leaders, community partners, and members in a variety of settings.
Enjoy identifying opportunities, connecting people with solutions, and helping teams succeed through collaboration.
Organized, detail-oriented, and able to effectively manage multiple relationships and follow-up activities.

Responsibilities

Build and maintain relationships with targeted Select Employee Groups (SEGs) through regular communication, engagement activities, and strategic outreach.
Communicate with SEG contacts through phone, email, and e-marketing campaigns on a monthly or quarterly basis while collaborating with Marketing to ensure professional and consistent messaging.
Partner with Commercial Services, Private Client Group, Mortgage, and other internal teams to generate cross-departmental referrals and coordinate productive business meetings.
Attend community events, networking functions, and business gatherings to generate leads, promote FORUM Credit Union, and develop relationships with key community stakeholders.
Meet established business development goals and key performance expectations through relationship cultivation and lead generation efforts.
Provide information and support to members and prospects by maintaining a working knowledge of FORUM policies, procedures, products, and services.
Maintain an active and professional LinkedIn presence to connect with business owners, community leaders, and SEG contacts.
Utilize the CRM system to document activities, manage leads, track follow-up efforts, and maintain organized relationship records.