Small Business Relationship Manager - Syracuse Market

AmeriCU Credit Union • Syracuse, NY

2d

About The Position

Consistent with the credit union mission of providing our members the right financial services to live life, dream big and achieve financial success, the Small Business Relationship Manager will: Focus on acquiring new members by promoting and selling credit union products and services. Expand existing credit union business member relationships by cross selling business products and services, deepening deposit relationships, and encouraging product usage. Collaborate with Financial Center personnel as the subject matter expert while making joint calls on existing and prospective members in order to grow the credit union’s business memberships. Maintain relationships with strategic centers of influence, but internal and external, in order to effectively deepen the member experience as their trusted advisor.

Responsibilities

• Engage Prospective Members Actively participate in outside sales calls, listening to prospective members to uncover needs and recommend the right products and services.
• Build strong relationships in the community by cross‑selling, networking, and promoting AmeriCU’s full suite of offerings.
• Collaborate & Grow Together Attend Financial Center meetings to deliver business services updates, lead training, and provide coaching that enhances sales and service outcomes.
• Conduct joint calls to strengthen consultative selling skills across the team.
• Support Business Borrowers Request, review, and evaluate information from business borrowers to help initiate underwriting processes.
• Maintain ongoing relationships with current business members to identify additional cross‑sell opportunities and generate new business.
• Expand Community Partnerships Participate in internal training sessions and external events to develop Centers of Influence (COI) and referral pipelines.
• Offer guidance to teammates on strategies and tactics that support AmeriCU’s business development goals.
• Drive Business Growth Proactively develop business relationships by facilitating new deposit accounts, cash management solutions, merchant services, insurance, wealth management, and other financial services.
• Demonstrate deep knowledge of SBA SOP guidelines and various SBA programs.

Benefits

• Competitive rates on our Medical, Dental and Vision plans
• Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
• Paid Holidays
• Paid Time off – Vacation, Personal or Sick and Birthday
• Employee Appreciation Events
• 401(k) Matching after 1 year of employment
• Employee Assistance Program
• Tuition Reimbursement for Full-time employees after 1 year of employment
• Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
• Enhanced Short Term Disability – at no cost to you!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed