Location- On site: Elevations Credit Union Broomfield Support Center
Summary/ObjectiveThe Business Banking Relationship Manager (BBRM) is responsible for managing and expanding relationships with Elevations Credit Union business members. They serve our business members with financial expertise, convenience and guidance. The BBRM provides tailored financial solutions to meet our business members needs to include deposit, treasury management, and business lending products. The BBRM analyzes our member's financial information and business models to offer customized solutions. The BBRM implements strategies to attract new business members, prospect for new opportunities, and increase awareness of business banking offerings in the markets we serve.
Essential Functions.- Manage and expand relationships with our business members through identifying opportunities for business products and services to include loans, line of credit, cash management and business deposit products.
- Proactively manage and grow deposit and loan portfolios in order to deliver strong financial results.
- Develop and implement strategies to attract new business members and expand market awareness and presence.
- Serve as a conduit between the member and underwriting, processing, and loan servicing teams.
- Deepen member engagement and loyalty by expanding members' share of wallet through partnering with the retail, mortgage, wealth management partners and other areas.
- Ensure compliance with regulations and internal policies. Monitor and assess the risk profile of business members and take appropriate actions as necessary.
- Representation of ECU at community events and network functions.
Reports ToVP Business Banking
Manages:Does not have supervisory responsibility.
Required Skills, Education and Experience- 2+ years of experience in business banking or treasury management, with a proven track record in managing and growing a diverse client portfolio.
- Ability to analyze financial statements and assess credit risk, with a strong understanding of financial products and services tailored to business owners.
- Excellent interpersonal and communication skills, with the ability to build rapport and maintain long lasting relationships with members and stakeholders.
- Proven ability to identify and seize new business opportunities, both loan and deposit, while effectively managing multiple priorities and deadlines.
- Must meet the NMLS qualification and registration requirements under the SAFE Act of Regulation Z, including a criminal background and credit check.
- Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).
Preferred Skills, Education and Experience- Bachelor's degree in business, accounting, finance, or equivalent work experience.
Work EnvironmentElevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.
Physical Requirements Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects
Position Type/Expected Hours of Work- Full time / 40 hours per week
Classification:Exempt
Compensation:The person hired into this position will likely earn between $72,000 and $100,000 annual salary, plus commission.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Anticipated Application Window: This role is anticipated to close within 35 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.
Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
