Small Business Relationship Manager

Nusenda Credit Union•North Valley, NM

16h•Onsite

About The Position

Nusenda Credit Union is seeking a Small Business Relationship Manager to serve as the primary point of contact for small business members and prospects. This role involves developing new relationships and deepening existing ones across deposits, lending, and cash management. The position requires proactively building a pipeline through various methods, assessing credit needs and SBA program eligibility, and collaborating with underwriters to structure loan requests. Additionally, the role involves serving as a point of contact for the branch network to onboard accounts, resolve issues, and expand awareness and drive growth in the community.

Requirements

Three to five years of similar or related experience
Bachelor’s degree in Business Administration, Finance or related field
Working knowledge of SBA lending programs and processes including basic eligibility and documentation requirements
Advanced knowledge of outbound business development, including structured cold calling, call planning, pipeline management, and use of Customer Relationship Management (CRM) tools.
Experience in branch processes including business account opening, Know Your Customer/Customer Identification Program (KYC/CIP), online and treasury services setup.
Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution.
Effectively communicate with internal and external customers appropriately via in person, email etc.

Nice To Haves

Direct SBA production experience preferred.

Responsibilities

Executing a disciplined calling program to grow new and existing small business relationships.
Sourcing prospects through cold calls, centers of influence (e.g., local chamber of commerce, Certified Public Accountants etc.), community outreach, and digital research.
Building referral pipelines, identifying cross-sell opportunities, and positioning Nusenda products and services to meet member needs.
Representing the organization at community events promoting our organization as a preferred financial institution and workplace.
Pre-screening loan opportunities, interviewing applicants, gathering financial packages, and assessing SBA program fit for common requests.
Collaborating with small business underwriting to structure terms that provide appropriate returns and mitigate risk.