Business Relationship Manager

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.) . 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.

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

 

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 athttps://careers.suncoastcreditunion.com/benefits

 

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. 
For more information, please visit our careers site athttps://careers.suncoastcreditunion.com/