Business Development Relationship Manager - Berks County *Bilingual inSpanishPreferred\"

First Commonwealth Federal Credit Union

Allentown (Lehigh County)

Hybrid

USD 60,000 - 90,000

Full time

5 days ago
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Job summary

First Commonwealth is a leading credit union seeking a dynamic sales and relationship management professional. This role combines in-person and virtual engagement to grow member relationships and product usage within your assigned market.

You will build connections across HR, Finance, and business services, manage a sales pipeline, and partner with Market Managers to deliver outstanding service and results. Strong experience in financial services and presentation skills are essential.

Qualifications

  • 5+ years in a sales or relationship management role within the financial services industry.

Responsibilities

  • Develop, nurture and expand member group relationships in HR, Finance and other key business areas.
  • Grow membership, product/service utilization and business services relationships.
  • Represent First Commonwealth to assigned member groups and meet goals.
  • Schedule visits to member groups per business development plan (weekly, monthly, quarterly, annually) with field focus.
  • Collaborate with Retail, Lending, Business Services and Marketing teams.
  • Meet top-tier member groups' needs via visits, events, webinars, lead capture and outreach.
  • Be the voice of the customer for assigned relationships and relay feedback to improve service.

Skills

Sales
Relationship management
Communication
Pipeline management
Presentation
Teamwork
MS Office

Education

Associate degree in business or related field
Bachelor's degree in business or related field
Financial Wellness certification

Tools

MS Office
Internet
Email

Job description

Are you a highly driven people person who is motivated to reach goals and possesses a relentless work ethic? Are you excited about a sales role that offers you the independence to control your flexible work schedule (in person and virtual) and allows you to be a part of a collaborative, winning team? Then this is the job you have been waiting for!

Who we are:

At First Commonwealth, we're more than a credit union - we're a financial partner built on purpose. We help our members, businesses, and communities thrive through personalized solutions, trusted guidance, and innovative digital tools that make banking simpler, more efficient, and meaningful.

Every day, we bring new ideas to life, create space for collaboration, and foster a culture where efficiency and innovation lead the way. Here, you'll join a team of problem solvers, builders, and changemakers who believe in making a tangible difference - whether it's helping a member buy their first home, empowering a small business to grow, or giving back through community partnerships.

Our mission is to empower the pursuit of financial happiness, and our vision is to become the most beloved financial partner in our communities. We live by our values of Honesty, Innovation, Generosity, Humility, Excellence, and Respect - and they guide everything we do, from how we serve our members to how we support one another.

At First Commonwealth, innovation is encouraged, authenticity is celebrated, and growth is full of possibility. Whether you're building new skills, shaping ideas, or advancing your career, you'll find the support and opportunity to make it happen.

We celebrate individuality and inclusion. Our members come from all walks of life, and so do our employees. First Commonwealth is proud to be an equal opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, veteran status, or any other characteristic protected by law.

What you will do:

This high-profile position requires a dynamic, high-energy professional to represent First Commonwealth's brand and corporate values within your assigned member group market. In this role you will foster B2C and B2B relationships to significantly grow membership and product/service utilization and be responsible for delivering an unmatched sales and service experience as a function of First Commonwealth's Bank @ Work Program.

You will help empower members on their pursuit of financial happiness by offering personalized, needs-based solutions under the direction of VP, Director of Corporate and Community Development and partnership with our Market Managers by executing the following:

  • Act as primary contact to develop, cultivate and nurture member group relationships in HR, Finance and other key business areas within your assigned member groups.
  • Work with member group contacts to deeply understand their business in order to grow membership, product/service utilization and business services relationships.
  • Act as the face of First Commonwealth to your assigned relationships and leverage relationship management best practices to achieve goals.
  • Manage schedule of visits to your assigned member groups per business development plan (weekly, monthly, quarterly, annually) to ensure 80%+/- of time is spent in the field. The remainder of time is to be spent in the financial centers in your assigned market to allow for collaboration with Associates, Managers and members to identify leads and understand the market needs, trends, etc.
  • Facilitate continual collaboration among key internal stakeholders in your assigned market, including but not limited to Retail, Lending, Business Services and Marketing teams.
  • Ensure your top-tier member groups needs are being met based on the group’s individual penetration plan and preferences utilizing various tools and resources. This includes onsite visits, benefit fairs, webinars, seminars, events, lead capture, and email.
  • Be the primary VOC (voice of customer/member) for your assigned member group relationships, relaying critical feedback to help First Commonwealth continually improve and make doing business with us easier and more attractive.
To succeed in this role, you will have:
  • Possess a can-do attitude, with the ability to drive urgency in the sales cycle and execute solution strategies; manage a robust pipeline.
  • Excellent listening and collaboration skills, with the ability to work collaboratively in a team environment.
  • Excellent oral and written communication skills, with ability to deliver presentations to small groups.
  • 5+ years in a sales or relationship management role within the financial services industry
  • Proven ability to create rapport in a retail B2C sales environment and achieve goals
  • Proven ability to nurture, cultivate and manage B2C relationships and achieve goals
  • Associate degree in business, or a related field; or commensurate work experience.
  • Proficient in MS Office, Internet and E-mail.
Preference will be given to those who have:
  • Bachelor's degree in business, or related field.
  • Financial Wellness certification.
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