Business Relationship Specialist

Publix Employees Federal Credit Union•Birmingham, AL

1d•Hybrid

About The Position

Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates. This role is about making a difference in the financial well-being of our members & potential members through the education of our products and services. You’ll be responsible for developing and expanding relationships within the Birmingham market.

Requirements

2-3 years of experience in a bank or credit union, supermarket experience a plus
Knowledge of lending theory, industry practice
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
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
The flexibility to travel to multiple store locations in the greater Birmingham area
Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.

Responsibilities

Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events.
Collaborate with partners to have credit union presentations and information tables in the communities we serve.
Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores.
Execute the company-wide business relationship program.
Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations.
Lead the charge in new memberships, loan referral, and building relationships with eligible individuals.
Proactively drive the engagement of our online banking, ensuring consistent messaging and branding.
Identify and capitalize on opportunities to showcase PEFCU's products and services.
Provide members with a personalized and rewarding experience.
Keep abreast of the credit union's vision, products, and services to represent and promote them effectively.
Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events.
Maintain reporting, tracking, and measurement of community outreach initiatives and results.
Research and recommend networking opportunities to the management.
Assist the marketing team with the opening of new branches.

Benefits

Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
Generous Paid Time Off program (approximately 3 weeks a year)
11 paid holidays per year
401(k) retirement plan
Profit sharing
Pay for performance incentive programs
Time off for giving back to your community!
Tuition reimbursement
Competitive pay
Pay for performance incentive programs
Incentive Programs
Profit Sharing
Monthly car and phone allowance
Stellar benefits/perks
Work/life balance