Senior Business Banking Relationship Manager
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. This position will be targeting the Queens and Brooklyn regions. This opportunity is open to flexible work options including a remote set up.
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.
- 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.
Benefits
- FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.
- Competitive 401(k)
- Tuition and fitness reimbursement programs
- Flexible work options
- Volunteer opportunities
- Executive “Water Cooler Chats”
- Clubs, sports, and social events
- Food truck days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
