Commercial Banking Officer jobs in United States
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Global Credit Union · 1 month ago

Commercial Banking Officer

Global Credit Union is seeking a Commercial Banking Officer to drive business growth and enhance member relationships. The role involves promoting services, identifying new business opportunities, and collaborating with sales teams to create proposals for business members.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Promote BCS services to maintain and grow business member relationships through successful management of existing book of business, gaining new business members, and the overall portfolio growth of assigned region(s)
Assist with BCS market plan within assigned region(s) to identify new opportunities, partnering with other lines of business to create mutually, successful referral opportunities
Partner with BCS lending sales teams to create contract-winning proposals for current and prospective business members
Be the point of contact for cash management referrals received from assigned branches as well provide training and support for the products
Build strong relationships within branch network and MSC for awareness of BCS products, services, and best practices for business member services
Lead BCS regional efforts to expand brand presence and promotional activities within community and within the branch network
Generate new leads as appropriate in assigned region(s) to ensure a robust pipeline of opportunities. Meet potential business members by growing, maintaining, and leveraging the network provided by the name brand and the Business and Commercial Lending sales team. Tracks member calls, referrals and sales activity, trends, and results
Act as a liaison with all current businesses, and merchants soliciting feedback, monitoring the quality of service being delivered and obtaining information on competing programs
Maintain thorough working knowledge of credit union and CUSO, products, services, pricing, and FOM requirements as they pertain to Business Development
Conduct annual relationship reviews on top business members
Meet or exceed the cross-sell goals that will be established for the job position
Track expenses and maintain the BCS marketing/business development assigned regional budget
Perform other duties as assigned

Qualification

Business developmentB2B salesMarketing strategiesCredit union knowledgeCommunication skillsProblem-solving skillsSelf-motivated

Required

Bachelor's degree in Public Relations, Marketing, Business Administration, or related field
Three years of business development, business to business sales, or direct marketing/sales experience
Excellent verbal and written communication skills, including facilitation of group presentations
Innovation and problem-solving skills that include the ability to develop and propose equipment-based solutions for members
Must be self-motivated and willing to work evenings and weekends
Ability to travel to meet clients, attend conferences and research new markets as needed
May be required to provide own transportation

Preferred

Advanced knowledge of credit union services and benefits

Benefits

Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

Company

Global Credit Union

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Global Credit Union provides financial services such as e-services, debit, and credit rewards as well as offers a wide range of loans.

Funding

Current Stage
Late Stage
Total Funding
$110M
2023-04-07Debt Financing· $110M

Leadership Team

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Mary Global Credit Union
Executive Vice President/COO
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Elizabeth Pavlas
Chief Operations Officer
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Company data provided by crunchbase