Citadel Credit Union · 2 days ago
Business Banking Relationship Manager - Northern Division - BUSIN003620
Exton, Pennsylvania, United States
Full-time
Hybrid
Senior Level
5+ years expCitadel Credit Union is focused on providing exceptional banking services, and they are seeking a Business Banking Relationship Manager to acquire new members and deepen relationships with existing business clients. The role involves managing member relationships, promoting financial products, and leveraging local networks to drive business development.
Financial Services
Responsibilities
Maintains an in- depth knowledge of products and services as well as knowledge of competitors and competitive products
Impacts region referral pipeline via established internal and external centers of influence
Actively participates in Community organizations to source business development opportunities and demonstrate Citadel’s commitment to the local community
Maintains a current comprehensive understanding of members needs, based on the review and analysis of personal and business financial data gathered
Delivers distinctive service by completing consistent relationship reviews with all "focus" clients
Promotes and cross- markets products and services to clients by keeping clients informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact
Makes joint calls with Market Managers and less experienced Business Relationship Managers to enhance their selling skills and uncover consumer opportunities
Actively listens to concerns, presents a clear concise picture and provides the client with a targeted solution to close the sale
Functions as members credit expert with commercial loan department to facilitate the underwriting process and credit approval. Ensures that new member relationships consistently meet all compliance requirements; ensures all account and loan documents are completed, correct and sent with complete packing; works to resolve all account and loan document exceptions; understands how and why an exception occurred
Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and region revenue, contribution margin, fee income, loans and deposit goals
Qualification
Required
Undergraduate degree in business/related field or equivalent work experience
3 to 5 years commercial deposit and lending experience
Five plus years demonstrated sales and business development experience with proven results
Must have current and/or prior portfolio management experience
Excellent customer service skills
Excellent verbal and written communication skills and Excellent presentation skills
In depth knowledge of financial products and banking regulations
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of commercial deposits, lending, and small business operations
Proficient in personal computer applications - PC (MS Windows and Office Products), Client Experience Desktop
Company
Citadel Credit Union
Established in 1937, Citadel is a not-for-profit, member-owned credit union serving Greater Philadelphia.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bill Brown
President and CEO
William Brown
President and CEO
Recent News
2025-12-09
2025-10-25
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