Senior Business Banking Relationship Manager

FourLeaf Federal Credit Union•Town of Oyster Bay, NY

About The Position

The Senior Business Banking Relationship Manager is responsible for cultivating and growing high value, deposit relationships by leveraging key contacts and centers of influence, existing book of business and by expanding established banking relationships. Will be the primary owner and key contact person for each relationship within their portfolio and act as a point person for the coordination of all member interactions. Uphold FourLeaf’s commitment to provide the highest level of Member Service and represent FourLeaf in a positive and professional manner.

Requirements

Bachelor’s Degree Preferred.
10-15 Years in growing and acquiring business relationships preferred.
Established referral sources and book of business.
Demonstrated ability to acquire new relationships to meet/exceed growth goals.
Demonstrated leadership skills.
Lending Experience.
Strong knowledge of cash management and all other ancillary banking products and services with the ability to cross-sell existing Banking relationships.

Responsibilities

Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline.
Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience.
Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships.
Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services. Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals. Utilize proactive and needs based selling techniques to identify and refer opportunities
Overall responsibility for Know Your Member (“KYM”) execution and compliance requirements of his/her members. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.
Responsible for member retention, satisfaction and ensuring extraordinary service delivery. Communicate with business members about their accounts and any other issues pertaining to their business relationships and perform site visits as necessary.
Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform.