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Suncoast Credit Union
Business Relationship Manager
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Based on Florida data
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What they do
A Commercial Relationship Manager sells financial products to business prospects on behalf of a financial institution or organization. Makes appointments with new businesses and while maintaining relationship with existing clients. Establish new lines of credit and investment accounts for clients and develop prospect lists for additional recruiting.
$128,384 / year median in Florida
-0% projected decline
Job Description
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Overview Compensation:
$81,000 - $135,000 (plus bonus) based on experience and credentialsLocation Type:
Flexible hybrid with frequent travelPosition Type:
Full Time Region:
Volusia, Brevard The Business Relationship Manager is a motivated professional who leads aggressive business development efforts to maintain a strong loan pipeline. This individual is an active participant throughout the community helping to improve the financial lives of current and potential Suncoast Credit Union members. An ideal candidate is a flexible individual with the ability to apply analytical thinking to solve problems and build relationships with businesses. Responsibilities- Cultivate supportive relationships with Suncoast Credit Union staff to assimilate business products with other core credit union products
- Manage relationships with business owners to build accounts for their businesses and their employees
- Provide exceptional personalized service to business owners and their employees
- Promote credit union services to attain sales goals set by management for specific products
- Network with current and potential business select partners to increase the account-per-member ratio
- Cultivate relationships with professionals in the financial industry to maintain a high-quality, competitive Member Business Services program
- Develop and implement marketing plans to foster product awareness
- Maintain minimum levels of accounts per member and seek opportunities to grow the business
- Manage existing commercial business portfolio including annual reviews, renewals, and line of credit term outs
- Act as the liaison between business units throughout the credit union, such as Suncoast Trust and Investments, service centers, and credit union subsidiaries to increase profitable business
- Collaborate with business unit leaders to ensure "All Team" communication with the coordination of objectives to meet results
- Participate in community events and committees to enhance Suncoast's brand and visibility
- Maintain compliance with loan policy, procedures, and documentation including loan package preparation, loan structure, and underwriting
- Develop loan production through business development, networking, and relationship management
- Evaluate loan requests by assessing the organization's financial condition, projections, site analysis, building plans, operating plans, potential risks, and other relevant data to support a recommendation or decline
- Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
- Attend educational events to increase professional knowledge