DescriptionSummary:
The Small Business Relationship Manager develops and manages banking relationships with small business members, driving portfolio growth through new business acquisition, relationship expansion, and delivery of tailored financial solutions
Education and/or Experience:
- Bachelors Degree or a minimum of eight years directly related experience required
- Minimum five years' experience in financial services required
- Minimum two years small business banking or business development experience in financial services required
- Member-facing banking experience required
- Notary Public license required
- Proficient in Microsoft Office (Outlook, Excel, PowerPoint)
- Bilingual preferred
- Excellent oral, written, and interpersonal communication skills
- Strong interpersonal skills and effective working relationships with all stakeholders, both internal and external
Job Responsibilities:
- Responsible for member retention, satisfaction, and ensuring exceptional service delivery
- Communicates with business members regarding their accounts, address issues related to their relationship, and conduct site visits as needed
- Engages with existing and prospective members to understand financial needs and recommend products and services that support their business life cycle
- Acts as a sales coach and partner with assigned branches; collaborate with the Branch Manager and participate in regular branch sales meetings
- Develops and maintain strong relationships with internal and external referral sources
- Partners with credit union teams and member-facing staff to maximize efforts in existing and emerging markets to achieve growth goals
- Serves as a trusted point of contact and advocate for members, resolving issues and providing product guidance
- Maintains deep knowledge of product offerings and coordinate with other departments to deliver or cross-sell services
- Monitors and manage the assigned portfolio to maintain an appropriate risk profile
- Adheres to all regulatory requirements and organizational policies and procedures
- Participates in networking, outside sales activities, and cold-calling efforts as appropriate
- Performs other duties as needed upon request by immediate supervisor
Benefits of Joining the Teachers Team:
We provide a competitive compensation and benefits package that includes, but is not limited to:
- This position is eligible for our quarterly retail performance incentive program. Employees in non-commission roles may also receive an annual discretionary bonus.
- Paid time off for vacation, personal days, and holidays
- 401(k) company contribution
- Teachers pays 100% of Dental & Vision premium
- Tuition reimbursement is offered to full-time employees
- Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers
The good faith range for this position is $93,042 - $116,303. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.
To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers
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