Business Relationship Manager (Advisor)

Space Coast Credit Union

7d

About The Position

As the Business Relationship Manager (Advisor)
at our Miramar Operations Center,
you be responsible for driving business growth by identifying, developing, and
expanding relationships with prospective and existing business members. This
role serves as a consultative partner to members by assessing needs,
recommending appropriate products and services, and delivering solutions that
support member goals and business objectives. The position requires a strong
sales mindset, effective business development skills, the ability to manage a
pipeline of opportunities, and a high level of personal accountability for sales
activity and follow-through. The role also requires strategic thinking, sound
judgment, strong organizational and time-management skills, and the ability to
work independently and collaboratively in support of overall member satisfaction
and revenue growth.

Requirements

• 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.
• Two-year College or University diploma (Associate’s) in Business Administration, Finance/Accounting or equivalent experience required.
• Must complete the Association of Accredited Small Business Consultants Simplified Examination within 60 days of employment.
• Proficiency with CRM software and Microsoft Office tools.
• Valid Florida Driver’s license and good driving record required with a working vehicle.

Responsibilities

• 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.

Benefits

• Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
• Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
• Education Support: Tuition reimbursement after one year of service.
• Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays.
• Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree