Business Relationship Specialist I

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

 PEFCU Benefits/Perks:

• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Generous Paid Time Off program (approximately 4 weeks a year)
• 11 paid holidays per year
• 401(k) retirement plan and profit sharing
• Pay for performance incentive programs
• Time off for giving back to your community!
• Tuition reimbursement
• And much, much more!!!

Business Relationship Specialist

Join us as a Business Relationship Specialist and become a driving force in PEFCU's mission.

In this dynamic role, you'll spearhead cultivating, strengthening, and expanding relationships with our valued Select Employee Groups (SEGs) through strategic partnerships and innovative approaches in a defined territory. (Greater Tampa area)

This role isn't just about building bridges; it's about creating lasting bonds and making a tangible impact on the financial well-being of our members & potential members.

What you will do… 

• Assists in implementing and coordinating the company-wide business relationship program.
• Act as a PEFCU ambassador to create robust brand awareness in a defined territory.
• Cultivate strong rapport with SEG representatives through consistent communication and touch points via phone, email, and personal visits.
• Lead the charge in membership acquisition, loan referral, and building relationships with Select Employee Groups (SEGs) in a defined area.
• Represents the company at various civic and community functions to enhance brand awareness.
• Schedule, coordinate, and prioritize multiple business relationship opportunities to drive growth.
• Proactively drive the engagement of our digital channels, ensuring consistent messaging and branding.
• Identify and capitalize on opportunities to showcase PEFCU's products and services.
• Demonstrate the ability to identify and overcome challenges throughout the value proposition.
• Provide members with a personalized and rewarding experience through effective relationship-building initiatives, fostering strong member engagement.
• Collaborate with the Business Relationship Director to develop a product enhancements and market development plans.
• Keep abreast of the Credit Union's vision, products, and services to represent and promote them effectively.
• Participate in the planning and organization of PEFCU-sponsored events, including community events, trade shows, and networking events.

What you need… 

• 3 years of experience in customer service leadership, banking or sales experience
• Ability to work independently
• Ability to build relationships quickly and effectively through listening and interacting with members and associates.
• Strong interpersonal skills, including the ability to build trust and rapport
• Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas.
• Strong financial product knowledge
• Approachable and engaging
• Maintain a high level of professionalism
• Knowledgeable in consultative sales principles
• Ability to provide exceptional member experience
• Problem-Solving Skills
• Ability to communicate effectively both verbally and in writing, as well as present financial products accurately
• Self-motivated and goal-oriented
• Ability to work in a fast-paced, member-focused environment
• Planning and organization skills
• Passionate about finding ways to help members and the community
• Computer proficiency

Position also requires...

• The flexibility to travel to multiple branches and offsite locations throughout our Select Employee Group's operating areas in a defined territory. Occasional weekend and evening hours for specific events.
• Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.

What’s in it for you… 

• Competitive pay 
• Pay for performance incentive program
• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Stellar benefits/perks
• Work/life balance

 We are committed to improvement, driven by feedback, and focused on organizational growth.  We expect and demonstrate our values (Caring, Inclusive, Transparent, Innovative, and Accountable) every day, creating an environment where all associates can add value and feel valued.  

Apply now!