AVP, Business Relationship Manager

ABOUT THE ROLE

Responsible for cultivating new business and member relationships through active management of a portfolio and collaborating with our retail branch partners and external partners. Plays a key role in building relationships with members to deliver an exceptional experience.

WHAT YOU WILL DO

• Generates new business in an assigned territory and manages relationships with expectations on exceeding assigned sales and service goals.
• Delivers Credit Union products and services with primary focus on deposit gathering including lending, cash management, investments, merchant services and payroll.
• Sources, structures and presents business lending opportunities.
• Executes targeted COI (center of influence) plan to build relationships and increase brand recognition in the marketplace in an effort to achieve goals.
• Acts as the primary partner with our Retail teams, including joint calling, coaching, and supporting designated branch assignments.
• Introduces members to appropriate lines of business or support specialists to deepen share of wallet.
• Represents the credit union in the community and at other networking events to promote and build brand awareness.
• Practices sound risk management protocols and adheres to internal and regulatory requirements.
• Stays abreast of marketplace trends to ensure that products are competitive with other financial institutions or financial services companies. Designs and recommends changes to offerings, oversees implementation of new products. Advises marketing staff on advertising or promotional strategies to build balances.
• Performs other duties as assigned by the Vice President of Cash Management or by other members of senior management.

QUALIFICATIONS

Education

Associates Degree or equivalent combination of education and experience required.

Experience / Skills/Knowledge

• 5+ years of experience in a Business Banking sales role or related business development experience required.
• Must have a deep knowledge of marketplace and ability to develop, retain and expand relationships with Centers of Influence (i.e., CPA's and Attorneys.)
• Must have a strong understanding of core business products and services.
• Must be well-versed in business lending including SBA guidelines.
• Proven track record of sales and outside calling skills required.
• Must have the ability to handle multiple projects/priorities simultaneously with an effective outcome.
• Must have the ability to develop strong member and colleague relationships to deliver an exceptional experience..
• Must have the ability to deal with highly confidential information. Must possess strong service orientation skills in alignment with the credit union's mission and core values.
• Excellent verbal, written, telephone and interpersonal communication skills required.
• Must be PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
• Must have the ability to function in a commercial office environment and utilize standard office equipment including but not limited to fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes

ABOUT

People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News .

Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.

If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!