Business Relationship Officer II

Avadian Credit Union; Hoover (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Avadian Credit Union in Hoover, AL seeks a Business Relationship Officer II to manage and grow a portfolio of business clients with revenues of $1MM and above by delivering deposit and credit solutions. The role requires 3–5 years of related experience and a bachelor’s degree or industry certifications.

Responsibilities include identifying new business opportunities, providing expert financial guidance, collaborating with branches, and ensuring compliance with BSA/OFAC.

Qualifications

• Manage a book of business to achieve deposit, loan, and revenue goals.
• Identify, acquire, and grow new business relationships.
• Provide tailored financial solutions and advice to clients.
• Assess client needs to formulate a business plan with relevant products.
• Understand clients’ objectives, strategies, and challenges.
• Collaborate with branches and product partners to optimize outcomes.
• Conduct client/prospecting calls and market initiatives.
• Provide guidance to teammates on best practices.

Responsibilities

• Develop and expand relationships with business clients to drive revenue growth.
• Deliver financial products and services aligned with client goals.
• Maintain knowledge of credit union offerings and regulatory requirements.
• Support marketing and business development initiatives within the community.

Skills

Relationship management

Business development

Financial advisory

Client communications

Collaboration

Prospecting calls

Regulatory/compliance

Travel readiness

Education

Bachelor’s degree or equivalent certifications

5+ years B2B financial services experience

Job description

Business Relationship Officer II

Avadian Credit Union is seeking a dynamic Business Relationship Officer II to join our team. This role is responsible for managing and growing a portfolio of business clients with revenues of $1MM and above by delivering tailored deposit and credit solutions.

Job Type

Full-time

Location

Hoover, AL

Requirements

• Handle relationship management activities with new and existing clients in a book of business to achieve deposit, loan, and revenue goals.
• Identify, acquire, and grow new relationships with business clients.
• Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.
• Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.
• Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.
• Collaborate with branches and product partners.
• Plan and execute quality client/prospecting calls.
• May leverage knowledge and experience to provide guidance on best practices to team members with less experience.
• Participate in marketing and business development initiatives to create brand awareness within the business community.
• Work within credit union regulations and requirements to maintain a compliant portfolio.
• Risk management to help mitigate fraud and protect members.
• Responsible for following BSA/OFAC policies and procedures.
• Prompt and regular attendance required.
• Willingness to travel up to approximately 25% of the time.
• Perform other duties as assigned

Experience

Experience: Three to Five years of similar or related experience.

Education

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree) and 5+ years closely related B2B financial services experience including growing and managing a dedicated book of business.