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
• Partner with branch team(s) and lead effort 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
• 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

• Bachelor’s Degree Preferred
• 10-15 Years in growing and acquiring business relationships preferred
• 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

• Compliance with Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements
• Member retention, satisfaction, and extraordinary service delivery responsibilities

Skills

• Proactive and needs based selling techniques
• Effective communication and interpersonal skills
• Ability to manage multiple priorities and deadlines
• Strong organizational and time management skills

Benefits

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.

Pay

$115,000.00 annually

Schedule

This position is eligible for flexible work options including a remote setup.