Business Relationship Manager

Achieva•Dunedin, FL

6d•Hybrid

About The Position

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives! Your office is the community. This is a relationship-driven role for someone who thrives outside the office. You’ll spend most of your time meeting with business owners, networking, and building meaningful partnerships throughout the communities we serve. If you’re energized by connecting with people, creating opportunities, and growing relationships face-to-face, you’ll fit right in.

Requirements

Bachelor’s degree in business, finance, or related field; or equivalent combination of education and relevant work experience.
7+ years of business banking, commercial banking, Treasury Management sales, commercial deposit sales, or commercial relationship management experience.
Demonstrated success acquiring new business relationships and achieving commercial deposit growth goals.
Must have a valid Florida driver’s license and pass a background check.
Self-starter with proven ability to develop new business opportunities, build trusted relationships, and collaborate effectively with senior management and cross-functional teams.
Strong business development, negotiation, presentation, and communication skills.
Strong knowledge of commercial deposit products, Treasury Management services, and business banking operations.
Thorough knowledge of Municipal & Public Funds, collateralization requirements, nonprofit banking, and commercial deposit regulations.
Proven consultative sales and relationship management skills with a demonstrated ability to consistently achieve production goals.
Strong understanding of business account opening requirements, banking regulations, and compliance standards.
Ability to analyze member needs and develop comprehensive financial solutions utilizing commercial deposits, Treasury Management, Commercial Lending, and other business banking product.

Nice To Haves

Experience working with Municipal & Public Funds, public entities, nonprofit organizations, and Treasury Management solutions preferred.
Established network of business and community relationships in the territory or footprint preferred.

Responsibilities

Maintain and grow a profitable portfolio of commercial business relationships throughout Achieva Credit Union’s Northern Market through disciplined and proactive business development focused on commercial deposit acquisition, Treasury Management services, relationship expansion, and member retention.
Develop new business relationships with commercial businesses, municipalities, public entities, nonprofit organizations, and other target organizations throughout Pasco and Pinellas Counties.
Focus on Achieva Credit Union’s target Business Member profile by understanding financial needs and delivering consultative solutions that include deposits, Treasury Management, Municipal & Public Funds, and other business banking services.
Serve as Achieva Credit Union’s subject matter expert for commercial deposits, Municipal & Public Funds, nonprofit banking, and Treasury Management solutions.
Develop and maintain a strong pipeline of prospective Business Members through networking, referrals, Centers of Influence, community involvement, and strategic prospecting activities.
Participate in community events and networking activities to strengthen Achieva Credit Union’s presence while developing relationships with CPAs, attorneys, commercial real estate professionals, municipal leaders, nonprofit executives, and other Centers of Influence.
Collaborate with Treasury Management, Commercial Lending, Retail Banking, Branch teams, and Senior Management to deliver comprehensive business banking solutions and an exceptional Business Member experience.
Identify opportunities to deepen relationships through commercial deposits, Treasury Management, Commercial Lending, merchant services, and other business banking products while achieving established production goals.
Serve as the primary relationship manager for assigned Business Members by conducting ongoing relationship reviews, coordinating internal resources, and executing strategies that support acquisition, retention, and relationship expansion.
Maintain expertise in business account opening requirements, Municipal & Public Funds regulations, and all applicable compliance requirements, ensuring business relationships are established and maintained in accordance with Credit Union policies and regulatory standards.
Treat people with respect, keep commitments, inspire trust, work ethically and with integrity, uphold organizational values, and accept responsibility for own actions.
Exhibit leadership by example while promoting collaboration, professionalism, and a high-performance sales culture.
Complete required training, follow policies and procedures, and maintain proficient knowledge of rules and regulations impacting commercial business relationships.
Complete administrative responsibilities accurately and on time while supporting Credit Union goals, strategic initiatives, and organizational values.
Champion initiatives that position the credit union as a top employer through leadership, integrity, and service excellence.
Take initiative to perform other essential functions as needed to support departmental and organizational objectives.
Travel throughout Achieva Credit Union’s territory as required.
Work flexible hours including evenings, weekends, and holidays to meet Business Member and business development demands.