Business Relationship Manager

Overview

Compensation: $81,000 - $135,000 (plus bonus) based on experience and credentials Location Type: Flexible hybrid with frequent travel Position Type: Full Time

Region: Volusia, Brevard

The Business Relationship Manager is a motivated professional who leads aggressive business development efforts to maintain a strong loan pipeline. This individual is an active participant throughout the community helping to improve the financial lives of current and potential Suncoast Credit Union members. An ideal candidate is a flexible individual with the ability to apply analytical thinking to solve problems and build relationships with businesses.

Responsibilities

Cultivate supportive relationships with Suncoast Credit Union staff to assimilate business products with other core credit union products

Manage relationships with business owners to build accounts for their businesses and their employees

Provide exceptional personalized service to business owners and their employees

Promote credit union services to attain sales goals set by management for specific products

Network with current and potential business select partners to increase the account-per-member ratio

Cultivate relationships with professionals in the financial industry to maintain a high-quality, competitive Member Business Services program

Develop and implement marketing plans to foster product awareness

Maintain minimum levels of accounts per member and seek opportunities to grow the business

Manage existing commercial business portfolio including annual reviews, renewals, and line of credit term outs

Act as the liaison between business units throughout the credit union, such as Suncoast Trust and Investments, service centers, and credit union subsidiaries to increase profitable business

Collaborate with business unit leaders to ensure “All Team” communication with the coordination of objectives to meet results

Participate in community events and committees to enhance Suncoast’s brand and visibility

Maintain compliance with loan policy, procedures, and documentation including loan package preparation, loan structure, and underwriting

Develop loan production through business development, networking, and relationship management

Evaluate loan requests by assessing the organization’s financial condition, projections, site analysis, building plans, operating plans, potential risks, and other relevant data to support a recommendation or decline

Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise

Attend educational events to increase professional knowledge

Qualifications

Bachelor’s degree in business administration, management, finance, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)

5+ years of sales and/or business development experience

Ability to generate leads and build a book of business with a pipeline for future opportunities

Knowledge of personal and business financial statements with the ability to analyze the creditworthiness of members and businesses

General knowledge of Small Business Administration loans, including origination, processing, and servicing

Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

Accurate, detail-oriented, and organized with task management

Ability to resolve difficult and complex problems

Strong knowledge and understanding of credit union products, services, policies, and procedures pertinent to the job

Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

Ability to influence others regarding policies, practices, and procedures

Skills

Customer Service

Networking

Sales

Benefits

Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement: Paid Volunteer Hours

Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

Cultivate supportive relationships with Suncoast Credit Union staff to assimilate business products with other core credit union products

Manage relationships with business owners to build accounts for their businesses and their employees

Provide exceptional personalized service to business owners and their employees

Promote credit union services to attain sales goals set by management for specific products

Network with current and potential business select partners to increase the account-per-member ratio

Cultivate relationships with professionals in the financial industry to maintain a high-quality, competitive Member Business Services program

Develop and implement marketing plans to foster product awareness

Maintain minimum levels of accounts per member and seek opportunities to grow the business

Manage existing commercial business portfolio including annual reviews, renewals, and line of credit term outs

Act as the liaison between business units throughout the credit union, such as Suncoast Trust and Investments, service centers, and credit union subsidiaries to increase profitable business

Collaborate with business unit leaders to ensure “All Team” communication with the coordination of objectives to meet results

Participate in community events and committees to enhance Suncoast’s brand and visibility

Maintain compliance with loan policy, procedures, and documentation including loan package preparation, loan structure, and underwriting

Develop loan production through business development, networking, and relationship management

Evaluate loan requests by assessing the organization’s financial condition, projections, site analysis, building plans, operating plans, potential risks, and other relevant data to support a recommendation or decline

Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise

Attend educational events to increase professional knowledge

Bachelor’s degree in business administration, management, finance, or a related field (A comparable combination of work experience and training may be substituted for education requirements.)

5+ years of sales and/or business development experience

Ability to generate leads and build a book of business with a pipeline for future opportunities

Knowledge of personal and business financial statements with the ability to analyze the creditworthiness of members and businesses

General knowledge of Small Business Administration loans, including origination, processing, and servicing

Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

Accurate, detail-oriented, and organized with task management

Ability to resolve difficult and complex problems

Strong knowledge and understanding of credit union products, services, policies, and procedures pertinent to the job

Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators

Ability to influence others regarding policies, practices, and procedures

Skills

Customer Service

Networking

Sales

Benefits

Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement: Paid Volunteer Hours

Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. For more information, please visit our careers site at https://careers.suncoastcreditunion.com/