We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.

Job posting has expired

Back to search results

Business Relationship Officer | Full-Time

Avadian Credit Union
May 22, 2025
Apply

Business Relationship Officer | Full-Time


Hoover, AL
Apply
Description

Avadian Credit Union is seeking a dynamic Business Relationship Manager to join our team. This role is responsible for managing and growing a portfolio of business clients with revenues of $1MM and above by delivering tailored deposit and credit solutions.

Requirements

* Handle relationship management activities with new and existing clients in a book of business to achieve deposit, loan, and revenue goals.

* Identify, acquire, and grow new relationships with business clients.

* Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.

* Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.

* Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.

* Collaborate with branches and product partners.

* Plan and execute quality client/prospecting calls.

* May leverage knowledge and experience to provide guidance on best practices to team members with less experience.

* Participate in marketing and business development initiatives to create brand awareness within the business community.

* Work within credit union regulations and requirements to maintain a compliant portfolio.

* Risk management to help mitigate fraud and protect members.

* Responsible for following BSA/OFAC policies and procedures.

* Prompt and regular attendance required.

* Willingness to travel up to approximately 25% of the time.

* Perform other duties as assigned.

Experience: One to three years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree) and 5+ years closely related B2B financial services experience including growing and managing a dedicated book of business.

Apply
Avadian Credit Union - Corporate Jobs

View All Jobs
#alert

(web-6787b74fd-l4cvn)