Business Relationship Specialist

Publix Employees Federal Credit Union; Lawrenceville (GA); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Pay for performance incentive programs

Profit Sharing

Monthly car and phone allowance

Medical, Dental and Vision insurance (

coverage for employee only

Work/life balance

Job summary

Publix Employees Federal Credit Union is seeking a Business Relationship Specialist to educate members on PEFCU products and services and drive membership growth. This role involves presenting at on-site events, collaborating with partners for community outreach, and acting as a PEFCU ambassador in a defined territory of grocery locations.

The position requires relationship-building, strong communication, and a proactive, customer-focused approach to delivering an exceptional member experience

Qualifications

• 2–3 years of experience in a bank or credit union.
• Knowledge of lending theory and industry practice.
• Ability to work independently and remotely when needed.
• Strong ability to build relationships quickly through listening and interaction.
• Excellent interpersonal skills and professional conduct.

Responsibilities

• Schedule and conduct presentations to promote membership, products, and services.
• Drive account openings at on-site events and inform communities about PEFCU.
• Collaborate with partners for presentations and information tables.
• Act as PEFCU ambassador to build brand awareness in stores.
• Lead new membership drives and loan referrals; build member relationships.
• Promote PEFCU online banking with consistent messaging.
• Identify opportunities to showcase PEFCU products and services to members.
• Represent PEFCU at sponsored and community events; organize outreach activities.
• Maintain reporting and measurement of outreach results.
• Assist marketing with opening of new branches.

Skills

2-3 years bank/credit union experience

Lending theory knowledge

Relationship building

Presentation skills

Strong communication

Self-motivated

Problem-solving

Customer service orientation

Computer proficiency

Job description

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

• 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
• Profit sharing
• Pay for performance incentive programs
• Time off for giving back to your community!
• And much, much more!!!

Business Relationship Specialist

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. This role is about making a difference in the financial well-being of our members & potential members through the education of our products and services.

What you will do…

• Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events.
• Collaborate with partners to havecredit 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.

What you need…

• 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
• Computer proficiency

Position also requires...

• The flexibility to travel to multiple store locations in the greater Miami area
• Must have access to an automobile, a valid driver's licence with a good driving record, and adequate automobile-related insurance.

What’s in it for you…

• Competitive pay
• Pay for performance incentive programs
• Incentive Programs
• Profit Sharing
• Monthly car and phone allowance
• Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
• Work/life balance

We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Integrity, Collaboration, Service, Inclusion and Ownership) every day, creating an environment where all associates can add value and feel valued.

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.