Business Banking Relationship Manager

About Us

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

About the Role

The Business Banking Relationship Manager (BBRM) is responsible for managing and expanding relationships with Elevations Credit Union business members. They serve our business members with financial expertise, convenience, and guidance. The BBRM provides tailored financial solutions to meet our business members' needs, including deposit, treasury management, and business lending products. The BBRM analyzes our members' financial information and business models to offer customized solutions. The BBRM implements strategies to attract new business members, prospect for new opportunities, and increase awareness of business banking offerings in the markets we serve.

Responsibilities

• Manage and expand relationships with our business members through identifying opportunities for business products and services, including loans, line of credit, cash management, and business deposit products.
• Proactively manage and grow deposit and loan portfolios to deliver strong financial results.
• Develop and implement strategies to attract new business members and expand market awareness and presence.
• Serve as a conduit between the member and underwriting, processing, and loan servicing teams.
• Deepen member engagement and loyalty by expanding members’ share of wallet through partnering with retail, mortgage, wealth management partners, and other areas.
• Ensure compliance with regulations and internal policies.
• Monitor and assess the risk profile of business members and take appropriate actions as necessary.
• Represent Elevations Credit Union at community events and network functions.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

• 2+ years of experience in business banking or treasury management, with a proven track record in managing and growing a diverse client portfolio.
• Ability to analyze financial statements and assess credit risk, with a strong understanding of financial products and services tailored to business owners.
• Excellent interpersonal and communication skills, with the ability to build rapport and maintain long-lasting relationships with members and stakeholders.
• Proven ability to identify and seize new business opportunities, both loan and deposit, while effectively managing multiple priorities and deadlines.
• Must meet the NMLS qualification and registration requirements under the SAFE Act of Regulation Z, including a criminal background and credit check.
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Qualifications

• Bachelor’s degree in business, accounting, finance, or equivalent work experience (preferred).

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

• Sitting frequently
• Walking occasionally
• Use of hands frequently
• Hearing constantly
• Talking frequently
• Exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Schedule

Full time / 40 hours per week. Classification: Exempt.

Pay

The person hired into this position will likely earn between $72,000 and $100,000 annual salary, plus commission. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements, and/or skill level, and will be finalized at the time of offer.

Benefits

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop, and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year