Senior Business Banking Relationship Manager
About the role
The Senior Business Banking Relationship Manager at FourLeaf is responsible for developing and acquiring new business deposit relationships, maintaining a portfolio of business deposit members, and providing exceptional member service.
Responsibilities
- Develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources, and centers of influence.
- Manage and execute on individual pipeline.
- Partner with branch team(s) and lead efforts in new markets to achieve business growth goals.
- Lead deal teams and partner interactions to deliver an exceptional member experience.
- Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services.
- Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals.
- Utilize proactive and needs-based selling techniques to identify and refer opportunities.
- Overall responsibility for Know Your Member ("KYM") execution and compliance requirements of his/her members.
- Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.
- Responsible for member retention, satisfaction, and ensuring extraordinary service delivery.
- Communicate with business members about their accounts and any other issues pertaining to their business relationships and perform site visits as necessary.
- Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform.
Requirements
Preferred Bachelor’s Degree. 10-15 Years in growing and acquiring business relationships. Established referral sources and book of business. Demonstrated ability to acquire new relationships to meet/exceed growth goals. Demonstrated leadership skills. Lending Experience. Strong knowledge of cash management and all other ancillary banking products and services with the ability to cross-sell existing Banking relationships.
Qualifications
Bachelor’s Degree Preferred.
Skills
Proactive and needs-based selling techniques. Knowledge of cash management and ancillary banking products and services. Leadership skills. Lending experience.
Benefits
The annual salary for the position is $115,000.00. This position is eligible for commission. FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.
What Sets Us Apart
In addition to our comprehensive benefits, we invest in employee connection and well-being through: Competitive 401(k)Tuition and fitness reimbursement programsFlexible work optionsVolunteer opportunitiesExecutive “Water Cooler Chats”Clubs, sports, and social eventsFood truck days ….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.