ESL Federal Credit Union

Business Banking Relationship Manager I

ESL Federal Credit Union • $71K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or 4 years of equivalent experience in Commercial Banking
  • At least 1 year of commercial lending experience with financial analysis and underwriting
  • Strong knowledge of commercial credit and related products
  • Exceptional time management and leadership skills
  • Excellent analytical, communication, negotiation, and interpersonal abilities
  • Alignment with ESL's Core Values and mission

Responsibilities

  • Generate new Business Banking relationships
  • Manage a portfolio of customers focusing on retention and expansion
  • Conduct outbound sales calling and networking
  • Ensure timely completion of annual reviews and relationship plans
  • Document activities in the CRM system
  • Identify credit opportunities per ESL's standards
  • Mentor branch staff and assist with customer sales as needed

Benefits

  • Competitive benefits package aimed at work-life balance
  • Wellness program and family assistance plan
  • 401k plan with match
  • Paid volunteer time options
  • Learning & Development training opportunities
  • Annual performance-based incentives for eligible employees
Full Job Description
Hours:

40

Schedule:

This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs.

Comprehensive Benefits:

This job has a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay and Incentive Plan:

Starting Salary: $81,000 Pay Range: $71,833 - $90,558

In addition to competitive pay and benefits, this position offers annual performance-based incentives that rewards eligible employees for their contributions to our success.

Purpose:

Accountable for the generation of new Business Banking relationships along with Relationship Management responsibilities of a portfolio of customers. Achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business community. Actively refer to other lines of business across the organization as appropriate.

Accountabilities:

Ensure Business Development and sales Objectives are met in compliance with established assignments and ESL policies and procedures.

  • Actively prospects through disciplined external calling efforts.
  • Actively network through internal and external business events.
  • Actively manage the assigned portfolio to ensure retention and expansion of relationships.
  • Ensure annual and relationship reviews and documented relationship plans are handled proactively and completed on a timely basis.
  • Document Activities in Next Gen
  • Identify and assess credit opportunities using established ESL underwriting standards and closing requirements.


Provide leadership and guidance in mentoring staff of assigned branches. Assist in customer sales and service when appropriate.

Adhere to member focused Customer Experience Service Standards. Actively engage in personal and professional development.

Qualifications:

  • Bachelor's Degree or equivalent 4 years of experience including experience and training in aspects of Commercial Banking
  • Bachelor's Degree preferred
  • Minimum 1 year of progressively responsible commercial lending experience, including financial analysis and underwriting
  • Extensive knowledge of commercial credit and noncredit products required
  • Highly developed time management, leadership and time management skills required
  • Excellent analytical, planning, communication, negotiation and interpersonal skills required
  • Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper


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About ESL Federal Credit Union

ESL Federal Credit Union is a credit union that provides financial services to individuals and businesses in the Rochester, New York area. The company was founded in 1920 and has since grown to become one of the largest credit unions in the United States. ESL Federal Credit Union offers a range of services including checking and savings accounts, loans, and credit cards. The company has been recognized as one of the best places to work in the Rochester area and has won numerous awards for its work in financial services.
Learn more about ESL Federal Credit Union
Size
800 employees
Industry

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