Jobs · Finance · Florida

Sr Commercial Relationship Manager

Achieva Credit Union · Naples, FL · 1 mo ago
HybridFinanceFull-time

About the role

The Business Banking Services Admin Temp position is responsible for providing administrative support to the business banking team. The BSA Officer role involves compliance checks and ensuring regulatory standards are met. Member Service Advisors assist members in various capacities including handling inquiries and processing transactions. Branch Advisors are key customer service representatives who manage client relationships and provide guidance on financial products and services. Branch Development Managers oversee the growth and development of branch operations. Medicare Agents specialize in Medicare-related services. Teller positions handle cash transactions and provide customer service. Commercial Relationship Managers focus on building long-term relationships with commercial clients. Property & Casualty Insurance Agents sell insurance policies to individuals and businesses.

Responsibilities

  • Supporting the business banking team with administrative tasks
  • Conducting compliance checks and ensuring regulatory standards are met
  • Assisting members with inquiries and processing transactions
  • Maintaining client relationships and providing guidance on financial products and services
  • Oversight of branch operations and growth
  • Selling Medicare-related services to members
  • Handling cash transactions and providing customer service
  • Building long-term relationships with commercial clients
  • Selling insurance policies to individuals and businesses

Requirements

For the Business Banking Services Admin Temp role, candidates should have strong organizational skills and be proficient in Microsoft Office. BSA Officers need to be detail-oriented and familiar with regulatory requirements. Member Service Advisors should have excellent communication skills and be able to work in a fast-paced environment. Branch Advisors must be able to build rapport with customers and have a positive attitude. Branch Development Managers should have leadership experience and be able to motivate teams. Medicare Agents need to be knowledgeable about Medicare plans and benefits. Teller positions require attention to detail and the ability to work under pressure. Commercial Relationship Managers should have sales experience and be able to build trust with clients. Property & Casualty Insurance Agents need to be knowledgeable about insurance products and be able to explain them effectively.

Qualifications

Qualifications vary depending on the specific role but generally include relevant education, certifications, and experience. For example, BSA Officers may require a degree in finance or a related field, while Member Service Advisors may need a high school diploma or equivalent. Commercial Relationship Managers typically need at least 2 years of sales experience, while Property & Casualty Insurance Agents often require a license to sell insurance.

Skills

Key skills for these roles include strong communication, problem-solving abilities, attention to detail, and the ability to work independently and as part of a team. Specific skills may also be required based on the role, such as proficiency in Microsoft Office for administrative positions, knowledge of Medicare plans for Medicare Agents, and familiarity with insurance products for Property & Casualty Insurance Agents.

Benefits

Benefits vary by location and role but generally include health insurance, retirement plans, paid time off, and professional development opportunities. Some locations may offer additional perks like flexible schedules or remote work options.

Pay

Pay ranges for these positions are competitive and depend on experience and qualifications. Specific salary details are not provided in the job postings.

Schedule

Schedules vary by role and location but generally include standard business hours. Some positions may offer flexible scheduling options.

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