Business Relationship Specialist

Job Description:

• Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates
• Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events
• Collaborate with partners to have credit union presentations and information tables in the communities we serve
• Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores
• Execute the company-wide business relationship program
• Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations
• Lead the charge in new memberships, loan referral, and building relationships with eligible individuals
• Proactively drive the engagement of our online banking, ensuring consistent messaging and branding
• Identify and capitalize on opportunities to showcase PEFCU's products and services
• Provide members with a personalized and rewarding experience
• Keep abreast of the credit union's vision, products, and services to represent and promote them effectively
• Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events
• Maintain reporting, tracking, and measurement of community outreach initiatives and results
• Research and recommend networking opportunities to the management
• Assist the marketing team with the opening of new branches

• 2-3 years of experience in a bank or credit union, supermarket experience a plus
• Knowledge of lending theory, industry practice
• Ability to work independently
• Ability to build relationships quickly and effectively through listening and interacting with members and associates
• Strong interpersonal skills, including the ability to build trust and rapport
• Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas
• Strong financial product knowledge
• Approachable and engaging
• Maintain a high level of professionalism
• Knowledgeable in consultative sales principles
• Ability to provide exceptional member experience
• Problem‑Solving Skills
• Ability to communicate effectively both verbally and in writing, as well as present financial products accurately
• Self‑motivated and goal‑oriented
• Ability to work in a fast‑paced, member‑focused environment
• Planning and organization skills
• Passionate about finding ways to help members and the community
• Flexibility to travel to multiple store locations in the greater Birmingham area
• Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile‑related insurance.

• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Generous Paid Time Off program (approximately 3 weeks a year)
• 11 paid holidays per year
• 401(k) retirement plan
• Profit sharing
• Pay for performance incentive programs
• Time off for giving back to your community!
• Tuition reimbursement
• And much, much more!