Business Relationship Specialist I

Publix Employees Federal Credit Union • Peachtree Corners, GA

400d

About The Position

The Business Relationship Specialist I at Publix Employees Federal Credit Union (PEFCU) plays a crucial role in fostering and expanding relationships with Select Employee Groups (SEGs) in a defined territory. This position focuses on building strong partnerships, enhancing brand awareness, and driving membership acquisition while ensuring a personalized experience for members. The specialist will act as an ambassador for PEFCU, representing the organization at community events and engaging with members to promote financial well-being.

Requirements

• 3+ years of experience in customer service leadership, banking or sales experience.
• Ability to work independently.
• Ability to build relationships quickly and effectively through listening and interacting with members and associates.
• Strong interpersonal skills, including the ability to build trust and rapport.
• Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas.
• Strong financial product knowledge.
• Approachable and engaging demeanor.
• Maintain a high level of professionalism.
• Knowledgeable in consultative sales principles.
• Ability to provide exceptional member experience.
• Problem-solving skills.
• Ability to communicate effectively both verbally and in writing, as well as present financial products accurately.
• Self-motivated and goal-oriented.
• Ability to work in a fast-paced, member-focused environment.
• Planning and organization skills.
• Passionate about finding ways to help members and the community.
• Computer proficiency.

Responsibilities

• Assist in implementing and coordinating the company-wide business relationship program.
• Act as a PEFCU ambassador to create robust brand awareness in a defined territory.
• Cultivate strong rapport with SEG representatives through consistent communication and touch points via phone, email, and personal visits.
• Lead the charge in membership acquisition, loan referral, and building relationships with Select Employee Groups (SEGs) in a defined area.
• Represent the company at various civic and community functions to enhance brand awareness.
• Schedule, coordinate, and prioritize multiple business relationship opportunities to drive growth.
• Proactively drive the engagement of our digital channels, ensuring consistent messaging and branding.
• Identify and capitalize on opportunities to showcase PEFCU's products and services.
• Demonstrate the ability to identify and overcome challenges throughout the value proposition.
• Provide members with a personalized and rewarding experience through effective relationship-building initiatives, fostering strong member engagement.
• Collaborate with the Business Relationship Director to develop product enhancements and market development plans.
• Keep abreast of the Credit Union's vision, products, and services to represent and promote them effectively.
• Participate in the planning and organization of PEFCU-sponsored events, including community events, trade shows, and networking events.

Benefits

• Competitive pay
• Pay for performance incentive program
• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Generous Paid Time Off program (approximately 4 weeks a year)
• 11 paid holidays per year
• 401(k) retirement plan and profit sharing
• Time off for giving back to your community!
• Tuition reimbursement
• Work/life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed