Business Relationship Manager I, II or Senior (DOE) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Rogue Credit Union · 11 hours ago

Business Relationship Manager I, II or Senior (DOE)

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. They are seeking a Business Relationship Manager who will play a pivotal role in helping business members achieve their financial goals by providing financial expertise and member-centric solutions.

BankingCreditDebit CardsFinancial ServicesInsurance
check
Growth Opportunities

Responsibilities

Develops primary member and prospect lists within assigned territory for the purpose of marketing a broad range of credit union services including core deposit services and new loan opportunities. Prioritizes and plans strategic calling efforts from their working list of businesses. Outbound calling efforts also include developing and maintaining Centers of Influence, which over time, lead to more business generation
Interviews existing and potential new members to better understand their business needs and to assess for qualification of our products and services. This includes sales and balance sheet trends, business owner objectives and potential risk identification within the operation
Collaborates with the credit analyst team to assess capacity and appropriate credit structure. Prepares and presents credit approval recommendations on all borrowing requests
Manages the assigned loan portfolio. Ensures timely and thorough monitoring of all credits through periodic reviews, continual analysis, and proper documentation. Contacts borrowers as needed. Trouble shoots and suggests resolution steps to remedy deficiencies when appropriate or needed
Ensures accuracy and compliance with regulations and internal policies and procedures. Maintains thorough documentation
Provides excellent member service to internal staff and members, Assists the Business Services team as needed. Proactively performs other duties as needed or assigned

Qualification

BusinessFinancial analysisCredit decision-makingRelationship managementNegotiation skillsTime managementTroubleshooting skillsComputer skillsCommunication skillsCritical thinkingOrganizational skillsPresentation skills

Required

One year to three years of similar or related experience
Equivalent to a college degree (BS or BA in a relevant field)
Advanced level training in business/credit decision and knowledge of applicable financial services
Business and financial statement analysis skills
Critical thinking and decision-making skills
Analysis and negotiation skills
Good judgment
Excellent time management and organizational skills
Professionalism with the ability to conduct effective and persuasive presentations
Resourceful with strong trouble shooting skills
Excellent communication skills required, both verbal and written
Strong computer and applicable software skills including the use of loan programs, spreadsheets and word processing software
Must possess and maintain a valid driver's license

Company

Rogue Credit Union

twittertwittertwitter
company-logo
Rogue Credit Union provides banking services such as savings, checking, loans, investment, credit and debit cards and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Matt Stephenson
President/CEO
linkedin
leader-logo
Blake Thurman
Chief Financial Officer
linkedin
Company data provided by crunchbase