Business Relationship Officer

Description

Avadian Credit Union is seeking a dynamic Business Relationship Manager to join our team. This role is responsible for managing and growing a portfolio of business clients with revenues of $1MM and above by delivering tailored deposit and credit solutions. 

Requirements

• Handle relationship management activities with new and existing clients in a book of business to achieve deposit, loan, and revenue goals.

• Identify, acquire, and grow new relationships with business clients.

• Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.

• Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.

• Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.

• Collaborate with branches and product partners.

• Plan and execute quality client/prospecting calls.

• May leverage knowledge and experience to provide guidance on best practices to team members with less experience.

• Participate in marketing and business development initiatives to create brand awareness within the business community.

• Work within credit union regulations and requirements to maintain a compliant portfolio.

• Risk management to help mitigate fraud and protect members.

• Responsible for following BSA/OFAC policies and procedures.

• Prompt and regular attendance required.

• Perform other duties as assigned.

Experience: One to three years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree) and 5+ years closely related B2B financial services experience including growing and managing a dedicated book of business.