Business Relationship Manager

Capital Credit Union - WI; Green Bay (WI); Sur place; USD 60 000 - 75 000; Plein temps

Résumé du poste

Capital Credit Union - WI is seeking a Business Lending Specialist to provide underwriting, evaluation, and approval recommendations for member business loan applications, and to build lasting relationships with commercial members.

You will gather and analyze loan information, ensure documentation accuracy, cross-sell credit products, attend meetings, and stay compliant with BSA/OFAC policies while delivering excellent member service.

Qualifications

• Three years business development experience.
• Ability to write reports, memos, and business letters.
• Good math aptitude and attention to detail.
• Strong interpersonal/member relations skills including the ability to cross-sell credit union products and services.
• Ability to project a professional image and practice professionalism in a financial environment.
• Ability to interpret documents, define and solve problems, and make decisions.
• Proven time management and organizational skills.
• Ability to learn and use credit union computer systems and software.

Responsabilités

• Receives and resolves member complaints and concerns. Keeps supervisor informed of critical issues.
• Carries out operations to protect and uphold member privacy and secure information properly.
• Attends and actively participates in various Credit Union meetings and programs.
• Meets with commercial members to evaluate lending needs, by telephone and in person.
• Gathers and analyzes information for loan application.
• Ensures all loan paperwork is complete and accurate according to credit union policies and procedures.
• Analyzes other potential lending and other product and service opportunities and cross sell to member.
• Establishes a working relationship with all commercial borrowers on an ongoing basis to meet their future lending needs.
• Closes loans and sets up payments.
• Actively attend meetings and training sessions to remain up to date and be responsible for policies, regulations, procedures, products and legal requirements, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations.
• Performs other duties as assigned to assist others in completing tasks and work assignments.

Connaissances

Business development

Interpersonal skills

Cross-selling

Time management

Organizational skills

Credit union software

Formation

Bachelor's degree preferred

High school diploma

Outils

Credit union software

Description du poste

Morris Ave Corp
825 Morris Ave
Green Bay, WI 54304, USA

Description

Position Purpose

Upholds the Credit Union's mission of "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve" by providing Business Lending services to current and potential business members. Examines, evaluates, and authorizes or recommends approval of member business loan applications using established policies of the Credit Union. Analyzes business members' entire portfolio and matches them with products and services that fit their needs.

• Receives and resolves member complaints and concerns. Keeps supervisor informed of critical issues.
• Carries out operations to protect and uphold member privacy and secure information properly.
• Attends and actively participates in various Credit Union meetings and programs.
• Meets with commercial members to evaluate lending needs, by telephone and in person.
• Gathers and analyzes information for loan application.
• Ensures all loan paperwork is complete and accurate according to credit union policies and procedures.
• Analyzes other potential lending and other product and service opportunities and cross sell to member.
• Establishes a working relationship with all commercial borrowers on an ongoing basis to meet their future lending needs.
• Closes loans and sets up payments.
• Actively attend meetings and training sessions to remain up to date and be responsible for policies, regulations, procedures, products and legal requirements, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies and regulations.
• Performs other duties as assigned to assist others in completing tasks and work assignments.

Necessary Experience and Qualifications

• High School Diploma or equivalent. Bachelors or Associate Degree preferred with emphasis in business, finance or related field.
• Three years business development experience.
• General office/administrative skills and experience. Ability to write reports, memos, and business letters.
• Good math aptitude and attention to detail.
• Strong interpersonal/member relations skills including the ability to cross-sell credit union products and services.
• Ability to project a professional image and practice professionalism in a financial environment.
• Ability to interpret documents, define and solve problems, and make decisions.
• Proven time management and organizational skills.
• Ability to learn and use credit union computer systems and software.

Work Environment and Physical Requirements

• Office environment with desk assignment.
• Occasional travel to other branch locations.
• Minimal lifting of up to 25 pounds.
• Frequent use of telephone, copier, computer and fax machine.
• Prolonged sitting and frequent mental and visual concentration.

The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.

Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify.

Preferred

Bachelors or better in Business Administration.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.