What are the responsibilities and job description for the Business Account Relationship Manager position at Sooper Credit Union?

Responsible for the development of new business relationships with current and potential members to achieve Climb CU's business deposit, service and loan growth targets. Develops and implements business development strategies to meet organizational goals and market conditions. Must be a self-starter who thrives in a highly independent role. Supports and maintains Climb CU's service standards. Collaborates with branch personnel to meet the needs of business members. Maintains and strengthens public relations within the communities served by Climb CU. Attend networking and Chamber of Commerce events to create visibility and relationships in the organization's business footprint.

Why Climb Credit Union

As not-for-profits and member-owned financial cooperatives, credit unions are incredibly unique institutions. Earnings are returned to members in the form of better rates, lower fees and great services. Be a part of a movement that pays it forward!
Climb Credit Union was founded in 1951. We're a stable, successful and growing financial institution, which is why we need you.
A suite of outstanding benefits is available to employees who work 20 or more hours a week. In addition to healthcare, dental and life insurance, 401(k), personal time off, we offer employee discounts on loans and other perks as well.
Learn a ton with our on-the-job training programs and set yourself up for career and personal financial success.
Climb Credit Union has been recognized as a top place to work by The Denver Post in 2024. This award recognizes our positive work environment and goal of fostering employee satisfaction, and it's truly a testament to our efforts.

Requirements

Responsible for deepening business relationships as well as growing deposits, loans, and other ancillary services. Must develop thorough Climb CU product, service, and systematic knowledge. Develops and implements business development strategies to meet organizational goals and market conditions. Cross-sells business and consumer products and services.

Responsible for maintaining high product / service delivery knowledge by identifying opportunities for new business development techniques, emerging products, lending strategy and market trends. Responsible for analysis of relevant statistical data, making recommendations when required. Track, measure and report business development efforts. In coordination with supervisor, establishes annual business development plans, including specific targets and budget items.

Responsible for community outreach efforts including participation in chamber groups. Represents the credit union at various functions to develop business relationships. Supports management with required documentation.

Responsible for the establishment and maintenance of business relationships with assigned branch personnel. Develops and collaborates with branch personnel to meet targets.

Qualifications :

Three to five years of similar or related experience.

1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.

Previous experience with financial institutions is required.

This is a full-time, exempt position with a starting annual pay of $75,000.00, depending on experience, education and qualifications. If you think you are the superhero to bring unforgettable experiences to our members and help grow a thriving organization, please apply. We appreciate your interest in employment and look forward to meeting you!

Salary Description

75,000.00 annually

Salary : $75,000

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Business Account Relationship Manager

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