Commercial Banking Relationship Manager jobs in United States
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Amplify Credit Union · 1 month ago

Commercial Banking Relationship Manager

Amplify Credit Union is the first provider of fee-free commercial banking services in the industry. They are seeking a Commercial Banking Relationship Manager to engage and serve commercial banking customers while upholding the organization's service standards and regulatory requirements.

BankingFinancial ServicesWealth Management

Responsibilities

Demonstrate proficiency in the features and requirements of treasury management products and risk management practices
Exemplify service excellence for commercial banking customers, upholding Amplify’s service standards for its business members
Represent Amplify in the business community, advancing the organization’s reputation and cultivating relationships with prospective business members and referral partners
Lead prospecting, pitching and onboarding for commercial banking customers, from first contact through account opening and document execution
Cultivate relationships with Amplify teammates crucial to coordinating service across the credit union and facilitating internal referrals
Uphold all regulatory requirements and policies (including BSA, AML and OFAC)

Qualification

Treasury ManagementCommercial BankingPayments ProcessingRisk ManagementCustomer ServiceRegulatory ComplianceBusiness DevelopmentRelationship Building

Required

Minimum of five years of relevant experience
Proficiency in managing a book of business
Strong understanding of the Central Texas business community
Work directly in treasury management / commercial banking
Deep knowledge of payments processing for businesses
High school diploma (or equivalent)
Demonstrate proficiency in the features and requirements of treasury management products and risk management practices
Exemplify service excellence for commercial banking customers, upholding Amplify's service standards for its business members
Represent Amplify in the business community, advancing the organization's reputation and cultivating relationships with prospective business members and referral partners
Lead prospecting, pitching and onboarding for commercial banking customers, from first contact through account opening and document execution
Cultivate relationships with Amplify teammates crucial to coordinating service across the credit union and facilitating internal referrals
Uphold all regulatory requirements and policies (including BSA, AML and OFAC)

Preferred

College degree in business, accounting or finance

Benefits

Medical, Dental, and 401(k) programs for team members.
Customized volunteer opportunities with our signature partners (Saint Louise House).
Additional paid time off for volunteer-related activities.
Undergraduate and graduate tuition benefits for eligible full-time and part-time team members.

Company

Amplify Credit Union

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Amplify Credit Union is a banking organization that offers loans and wealth management services to individuals and businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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JC San Pedro
SVP Mortgage Banking & Loan Administration
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Yvonne Case
VP of Real Estate Production
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Company data provided by crunchbase