Business Relationship Manager

Suncoast Credit Union

$81K — $135K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business administration, management, finance, or related field; equivalent experience may be accepted.
  • 5+ years of sales and/or business development experience required.
  • Skilled in generating leads and building a sustainable business pipeline.
  • Ability to analyze personal and business financial statements for creditworthiness assessment.
  • General knowledge of Small Business Administration loans, including processes and servicing.
  • Excellent organizational skills with attention to detail and task management.
  • Proficient in resolving complex problems.
  • Strong understanding of credit union products and regulations.
  • Excellent communication skills to ensure effective interactions with stakeholders.

Responsibilities

  • Cultivate relationships with credit union staff to integrate business products.
  • Manage business owner relationships to grow accounts.
  • Deliver exceptional service to business owners and their teams.
  • Promote credit union offerings to meet management sales targets.
  • Network with business partners to boost account ratios.
  • Enhance Member Business Services through professional relationships.
  • Develop marketing strategies to increase product awareness.

Benefits

  • 401K matching up to 8%, retirement planning, and employee loan discounts.
  • Comprehensive medical, dental, and vision coverage, along with mental health resources.
  • Generous paid time off including 3 weeks of PTO, 11 holidays, and birthday leave.
  • Paid volunteer hours to support community initiatives.
  • Educational assistance with up to $5,000 for furthering education.
Full Job Description
Overview

Compensation: $81,000 - $135,000 (plus bonus) based on experience and credentials
Location Type: Flexible hybrid with frequent travel
Position Type: Full Time

Region: Volusia, Brevard, Orange Counties

The Business Relationship Manager is a motivated professional who leads aggressive business development efforts to maintain a strong loan pipeline. This individual is an active participant throughout the community helping to improve the financial lives of current and potential Suncoast Credit Union members. An ideal candidate is a flexible individual with the ability to apply analytical thinking to solve problems and build relationships with businesses.

Responsibilities

  • Cultivate supportive relationships with Suncoast Credit Union staff to assimilate business products with other core credit union products
  • Manage relationships with business owners to build accounts for their businesses and their employees
  • Provide exceptional personalized service to business owners and their employees
  • Promote credit union services to attain sales goals set by management for specific products
  • Network with current and potential business select partners to increase the account-per-member ratio
  • Cultivate relationships with professionals in the financial industry to maintain a high-quality, competitive Member Business Services program
  • Develop and implement marketing plans to foster product awareness
  • Maintain minimum levels of accounts per member and seek opportunities to grow the business
  • Manage existing commercial business portfolio including annual reviews, renewals, and line of credit term outs
  • Act as the liaison between business units throughout the credit union, such as Suncoast Trust and Investments, service centers, and credit union subsidiaries to increase profitable business
  • Collaborate with business unit leaders to ensure "All Team" communication with the coordination of objectives to meet results
  • Participate in community events and committees to enhance Suncoast's brand and visibility
  • Maintain compliance with loan policy, procedures, and documentation including loan package preparation, loan structure, and underwriting
  • Develop loan production through business development, networking, and relationship management
  • Evaluate loan requests by assessing the organization's financial condition, projections, site analysis, building plans, operating plans, potential risks, and other relevant data to support a recommendation or decline
  • Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
  • Attend educational events to increase professional knowledge

Qualifications

  • Bachelor's degree in business administration, management, finance, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)
  • 5+ years of sales and/or business development experience
  • Ability to generate leads and build a book of business with a pipeline for future opportunities
  • Knowledge of personal and business financial statements with the ability to analyze the creditworthiness of members and businesses
  • General knowledge of Small Business Administration loans, including origination, processing, and servicing
  • Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
  • Accurate, detail-oriented, and organized with task management
  • Ability to resolve difficult and complex problems
  • Strong knowledge and understanding of credit union products, services, policies, and procedures pertinent to the job
  • Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
  • Ability to influence others regarding policies, practices, and procedures

Skills
  • Customer Service
  • Networking
  • Sales


Benefits
  • Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
  • Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
  • Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
  • Community Involvement: Paid Volunteer Hours
  • Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Similar Jobs

More Jobs at Suncoast Credit Union

More Finance & Insurance Jobs

Find similar Business Relationship Manager jobs: