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Commercial Relationship Manager - North Liberty, IA

Corda Credit Union
North Liberty, IA Full Time
POSTED ON 2/7/2025
AVAILABLE BEFORE 4/7/2025

Join Corda Credit Union as a Commercial Relationship Manager in North Liberty, IA, and immerse yourself in an exceptionally rewarding career. This onsite position offers the unique opportunity to be at the forefront of Commercial Relationship Management, where you'll actively engage with clients to tailor Commercial Account solutions that drive business growth. With a competitive pay structure, you'll find your hard work is recognized and valued. You will be an integral leader in the success of our brand new office in North Liberty, IA - our flagship location in the Johnson County market place.

You'll collaborate with a team of professionals dedicated to excellence and integrity, ensuring that our customer-centric approach remains paramount. This role provides you with personal and professional growth while making a meaningful impact in our community. You will receive great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Competitive Salary, Paid Time Off, Sick Time Off, and Time Off to Volunteer in the Community. Don't miss your chance to be part of a vibrant culture where you can thrive and excel!

YOUR ROLE AS A COMMERCIAL RELATIONSHIP MANAGER

As a new Commercial Relationship Manager at Corda Credit Union, you will be expected to develop and maintain strong relationships with clients, focusing on their Commercial Financial Relationship needs. Your day-to-day activities will include assessing client financial relationships, identifying opportunities for Commercial Account growth, and providing tailored solutions that meet their specific goals. You will conduct regular meetings with clients to review their accounts, offer advice, and ensure satisfaction with our services. Additionally, you'll collaborate with internal teams to align resources for effective business finance practices and compliance with regulations. Tracking market trends and competitor offerings will also be part of your role, empowering you to make informed recommendations.

A focus on customer-centricity will guide your efforts in creating exceptional experiences for our members every day.

ARE YOU A GOOD FIT FOR THIS COMMERCIAL RELATIONSHIP MANAGER JOB?

To excel as a Commercial Relationship Manager at Corda Credit Union, you will need a robust set of skills and experience. A minimum of five to ten years in Commercial Relationship Management is essential, along with a bachelor's degree or equivalent certification recognized in the industry. Leadership experience is preferred, as this role involves significant personal interaction with both internal and external stakeholders. You must be adept at handling sensitive or confidential matters, requiring exceptional discretion. Success in this role hinges on your ability to motivate, influence, and effectively train others.

Strong relationship-building skills are crucial, as you'll engage with external entities, promoting the Credit Union's initiatives to align with organizational goals. Proficiency in analyzing business financial statements and assessing the viability of businesses is also necessary. Excellent communication skills, alongside competency in utilizing related software tools, will be vital for success in this position.

Knowledge and skills required for the position are:

  • Five to ten years of commercial experience required. Leadership experience preferred.
  • A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree
  • This role requires significant personal interaction with both internal and external stakeholders often involving sensitive or confidential matters
  • Ability to build strong relationships with external entities including companies and individuals
  • The position frequently involves influencing decisions or promoting the Credit Union's ideas and services to align with organizational goals
  • Experience and competency in analyzing business financial statements and assessing the viability of businesses
  • Must have excellent communication and relationship skills


OUR TEAM NEEDS YOU!

If you feel that this job is what you're looking for, applying is a piece of cake - just follow the instructions on this page. We look forward to hearing from you!

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