Business Relationship Officer II

Avadian Credit Union•Hoover, AL

1d•Onsite

About The Position

Avadian Credit Union is seeking a dynamic Business Relationship Officer II to join their team. This role is responsible for managing and growing a portfolio of business clients with revenues of $1MM and above by delivering tailored deposit and credit solutions.

Requirements

Three to Five years of similar or related experience.

Nice To Haves

A bachelor's degree, or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree) and 5+ years closely related B2B financial services experience including growing and managing a dedicated book of business.

Responsibilities

Handle relationship management activities with new and existing clients in a book of business to achieve deposit, loan, and revenue goals.
Identify, acquire, and grow new relationships with business clients.
Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.
Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.
Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.
Collaborate with branches and product partners.
Plan and execute quality client/prospecting calls.
May leverage knowledge and experience to provide guidance on best practices to team members with less experience.
Participate in marketing and business development initiatives to create brand awareness within the business community.
Work within credit union regulations and requirements to maintain a compliant portfolio.
Risk management to help mitigate fraud and protect members.
Responsible for following BSA/OFAC policies and procedures.
Prompt and regular attendance required.
Willingness to travel up to approximately 25% of the time.
Perform other duties as assigned