Small Business Relationship Manager
About The Position
AmeriCU Credit Union is seeking a Small Business Relationship Manager to grow and strengthen relationships with business members. The role focuses on developing new business, expanding existing relationships, and connecting members with lending, deposit, cash management, and other financial solutions to help their businesses succeed. The position is based in the Peru, New York market and requires physical presence there, with some ability to work from home. The manager will prospect and develop small business relationships, build referral opportunities through community involvement and Centers of Influence, and promote AmeriCU’s business products and services. The role also manages existing business member relationships, identifies opportunities to deepen them, and serves as a trusted resource by understanding member needs and recommending appropriate solutions. The position gathers and evaluates borrower information needed to initiate underwriting requests, maintains knowledge of SBA 7(a) and 504 lending programs, and partners with Financial Center teams through training, mentoring, and joint business development calls.
Responsibilities
- Prospect, network, and develop new small business relationships.
- Build referral opportunities through community involvement and Centers of Influence.
- Promote AmeriCU’s business products and services throughout the community.
- Build and maintain relationships with existing business members.
- Identify opportunities to deepen relationships through deposits, cash management, merchant services, lending, insurance, wealth management, and other financial solutions.
- Understand member needs and recommend appropriate solutions as a trusted resource.
- Gather and evaluate borrower information needed to initiate underwriting requests.
- Maintain strong knowledge of SBA programs, including 7(a) and 504 lending.
- Partner with Financial Center teams through training, mentoring, and joint business development calls.
Benefits
- Competitive rates on medical, dental, and vision plans
- Generous contribution to a Health Savings Account for employees enrolled in an AmeriCU High Deductible Health plan
- Paid holidays
- Paid time off for vacation, personal or sick time, and birthdays
- Employee appreciation events
- 401(k) matching after one year of employment
- Employee Assistance Program
- Tuition reimbursement for full-time employees after one year of employment
- Life insurance and Accidental Death & Dismemberment insurance, free to full-time employees
- Enhanced short-term disability at no cost
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
