Sr Commercial Svcs Relationship Manager

COMMUNITY FIRST CREDIT UNION OF FLORIDA • Jacksonville, FL

4d

About The Position

This position involves both comprehensive management of existing commercial relationships as well as soliciting new business opportunities with current members and targeted prospects with the objective to acquire new business for the credit union.

Requirements

• Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
• 3+ years of commercial banking experience required
• Knowledge of full range of commercial deposit and treasury products.
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• Strong time management skills, with ability to appropriately prioritize calling activities and strategies
• Goal oriented with well-developed sales skills
• Strong strategic, analytical, and problem-solving skills
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic proficiency with Microsoft Word, Excel and Outlook

Responsibilities

• Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention.
• Work with members and prospects through personal calling efforts, branch referrals, commercial lending referrals, etc. making recommendations for their deposit needs.
• Coordinate with product partners to cross-sell a full range of products and services and maintains an up to date knowledge of competitors products and pricing in the market.
• Critically review and analyze member statements for cross sell opportunities
• Facilitate the resolution of customer problems, engaging product experts as needed
• Participate in community and business functions/groups to ensure a positive image for the credit union and to establish referral contacts within the marketplace
• Ensure compliance with all credit union policies, procedures, regulations, and laws
• Manage a portfolio of commercial relationships with some or all of the following characteristics: 1. Average loan portfolio up to $100MM (in partnership with the commercial lender) 2. Average deposit portfolio up $50MM
• Perform other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level