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FourLeaf Federal Credit Union · 1 day ago

Senior Business Banking Relationship Manager

Brooklyn, NY

Full-time

Onsite

Senior Level, Lead/Staff

$115K/yr - $115K/yr

10+ years exp

FourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Senior Business Banking Relationship Manager will be responsible for cultivating and growing high value deposit relationships while ensuring exceptional service delivery and compliance with regulatory requirements.

BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage

Responsibilities

Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline

Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience

Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships

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 such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & 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

Qualification

Business relationship managementSales strategy developmentLending experienceCash management knowledgeSalesForce CRM proficiencyNetworking abilitiesCustomer service orientationLeadership skills

Required

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