Members Choice Credit Union (Houston, TX) · 3 months ago
Business Relationship Manager
Houston, TX, US
Full-time
Onsite
Mid Level
3+ years expMembers Choice Credit Union is focused on developing relationships with business members to enhance deposit growth and lending referrals. The Business Relationship Manager will actively pursue new business opportunities and represent the organization at various networking and community events.
CreditFinancial ServicesLending
Responsibilities
Actively identify and pursue new business opportunities to expand MCCU’s member base
Develop and maintain relationships with existing businesses, Select Employer Groups (SEGs), and business partners
Serve as the primary liaison for business members, ensuring their financial needs are met
Provide financial solutions, including deposit accounts and payment services, tailored to business members
Assist with onboarding new business members, ensuring a seamless account opening and service experience
Regularly contact existing and potential business members to strengthen relationships, provide financial advice, and identify additional product needs
Track and report key business development activities and progress against goals
Representing the organization at networking events, business expos, and community activities
Organize and participate in SEG and business partner related events, benefits fairs, and staff meetings
Conduct engaging and informative presentations for businesses, employee groups, and community organizations
Promote products and services through various outreach efforts, including direct marketing, email campaigns, and social media
Distribute marketing materials and promotional content to SEGs and business partners
Ensure compliance with all regulatory requirements, including BSA/OFAC/CIP guidelines
Maintain accurate and up-to-date SEG files, including key contact details, employee figures, and penetration metrics
Track SEG penetration and monitor business growth trends
Foster and maintain positive relationships with both co-workers and members by actively embracing and demonstrating MCCU's culture, known as IMPACT
Qualification
Required
3+ years of experience in sales, business development, or financial services, preferably in a B2B or retail banking setting
Knowledge of public relations, business financials, and lending referral practices
Experience in community engagement and partnership development
Proven ability to develop business relationships and drive growth
Strong verbal and written communication skills; ability to present to groups effectively
Ability to provide tailored financial solutions and exceptional member service
Ability to manage multiple projects and priorities efficiently
Proactive approach to identifying and resolving member challenges
Familiarity with banking systems, CRM software, and digital communication tools
Ensure compliance with all regulatory requirements, including BSA/OFAC/CIP guidelines
Preferred
Bilingual (Spanish/English) is a plus
Preferred experience working with Select Employer Groups (SEGs) or community-based outreach initiatives
Company
Members Choice Credit Union (Houston, TX)
Members Choice Credit Union is a full-service financial institution based in Houston, Texas. We have been in business for over 80 years.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Luke Billeri
President & CEO
Recent News
Business Journals
2023-06-20
2023-03-04
Company data provided by crunchbase