Relationship Manager II
About The Position
The Relationship Manager II (“RM2”) is responsible for creating and servicing productive relationships with business owners resulting in active participation in the services of the credit union, specifically to include business l oans and deposits, and other related business services. Works with member-owned businesses and business prospects throughout the communities that the credit union serves to provide new business loans, deposits, and related products and services resulting in the achievement of established annual goals. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (40%) Analyzes and prepares documentation related to new business requests. Coordinates with internal credit union partners (support coordinators, underwriters, and treasury specialist) and external partners (title companies, attorneys, brokers/realtors) to efficiently book new business requests. (20%) Manages and services an existing portfolio of business member relationships to include conducting annual reviews, processing annual renewals, responding to a variety of business member requests, and assessing ongoing credit quality. (15%) Provides member business services support and training to a group of assigned member centers to include making regular visits to the member centers, attending member center staff meetings as requested, and promptly responding and providing follow up to loan referrals. (10%) Identifies opportunities and assists in the cross-selling of other credit union products and services to member-owners/businesses and prospects. Facilitates introduction of member or prospect to the related credit union partner. (5%) Actively participates or volunteers on community events/organizations. (5%) Completes various administrative tasks as identified related to reports, training, and reviews in a timely manner. (5%)
Responsibilities
- Creating and servicing productive relationships with business owners
- Providing new business loans, deposits, and related products and services
- Ensuring proper policies, procedures, risk mitigation activities, and operating controls are followed
- Analyzing and preparing documentation related to new business requests
- Coordinating with internal and external partners to efficiently book new business requests
- Managing and servicing an existing portfolio of business member relationships
- Providing member business services support and training to a group of assigned member centers
- Identifying opportunities and assisting in the cross-selling of other credit union products and services
- Actively participating or volunteering on community events/organizations
- Completing various administrative tasks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
