Business Relationship Banker

Business Relationship Banker

1 day ago Be among the first 25 applicants

At SECU, we put our employees first, recognizing that their well‑being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long‑term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.

The Business Relationship Banker is responsible for driving the growth of business banking services memberships, including checking, deposits, and electronic business services, while also providing business loan referrals and supporting business partners. The incumbent will identify training needs within their respective financial centers, assist partners within SECU to deepen existing relationships and expand new ones, and track individual business results, including new business account acquisition, penetration, and retention, through targeted sales strategies.

Additionally, the role involves participating in community activities such as Chamber functions, Open Houses, and business networking events to raise awareness of our business banking services. The incumbent will take ownership of addressing business member complaints and issues, while contributing to the strategic marketing planning and overall success of the department. The Business Relationship Banker II adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

• Develops new member relationships with business prospects.
• Services existing business banking member base.
• Achieves established goals as outlined by manager.
• Works with financial center partners to maximize sales efforts to business members and cross‑sell other products and services the bank offers.
• Networks with centers of influence to develop business including accountants, attorneys and other referral sources.
• Evaluates credit information and requests and recommends an appropriate loan structure to manage risks.
• Effectively negotiates with underwriters and members to maximize revenue and minimize risk.
• Achieves sales goals with minimum expectations as follows:
• Manages and grows loan and deposit portfolios.
• Oversees approximately 30 to 65 relationship‑managed members.
• Actively participates in all business banking and retail sales sprints.
• Achieves call targets and other product sales goals such as treasury, merchant, BCC and others assigned.
• Participates in civic and cultural organizations and programs.
• Utilizes prescribed selling techniques to maximize sales opportunities.

• Identify and implement business activities to acquire new business loans and accounts while retaining and managing existing business relationships.
• Directly identify business loan leads and forward loans in excess of $250,000 to the Commercial Lending Officer.
• Attend business functions to promote SECU’s products and services.
• Network with local chambers and business organizations to promote SECU’s business services.
• Meet annual relationship goals:
• Ranging from $2.0MM–$3.5MM in business loans, $2.5MM in business deposits, business credit cards, RDC, Treasury, Merchant, consumer mortgage or retail referrals

• Works with Financial Center managers and SECU business partners to serve the needs of our members.
• Contacts referrals from assigned Financial Centers.
• Assists with the education of Financial Center staff on Business products and services.
• Other duties as assigned.

• Bachelor’s Degree or equivalent experience is required.
• Courses in Business, Marketing, Communications, related sales coursework a plus.

• At least 7 years’ experience of proven business development in a sales environment.
• Business and Consumer financial services background preferred, with…