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Job Type
Full-time
Description
Avadian Credit Union is seeking a dynamic Business Relationship Officer II 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.
- Willingness to travel up to approximately 25% of the time.
- Perform other duties as assigned
Experience: Three to Five 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.