Senior Business Banking Relationship Manager

Fourleaf-Federal-Credit-Union; Bethpage (NY); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401(k) with employer match

Wellness programs

Annual performance-based bonus

Flexible work options

Job summary

FourLeaf Federal Credit Union in Bethpage, NY is seeking a Senior Business Banking Relationship Manager to cultivate and grow high-value deposit relationships. You will own client relationships, coordinate with branch teams, and drive revenue through cross-selling a broad range of banking products and services.

The role requires leadership, broad lending experience, and a proven track record in business development.

Qualifications

• Bachelor’s degree preferred.
• 10-15 years in growing and acquiring business relationships.
• Strong knowledge of cash management and related banking products.
• Demonstrated ability to acquire new relationships and meet growth goals.

Responsibilities

• Cultivate and grow high-value business deposit relationships.
• Lead deal teams and coordinate with branch networks to drive growth.
• Develop and maintain relationships with centers of influence.
• Cross-sell banking products and services to existing member relationships.
• Ensure KYM and AML/OFAC compliance across member accounts.
• Provide weekly sales and prospect reporting using Salesforce.

Skills

Relationship management

Lending experience

Cash management

Cross-selling

Sales planning

Education

Bachelor’s Degree Preferred

Tools

Salesforce

Job description

Senior Business Banking Relationship Manager

Job Category: BUSINESS BANKING

Requisition Number: SENIO006871

• Posted : September 9, 2026
• Full-Time

Locations

Showing 1 location

Bethpage, NY 11714, USA

Description

It Starts With Our Employees

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

What You’ll Do

The Senior Business Banking Relationship Manager is responsible for cultivating and growing high value, deposit relationships by leveraging key contacts and centers of influence, existing book of business and by expanding established banking relationships. Will be the primary owner and key contact person for each relationship within their portfolio and act as a point person for the coordination of all member interactions. Uphold FourLeaf’s commitment to provide the highest level of Member Service and represent FourLeaf in a positive and professional manner

Core Contributions

• Development and acquisition of new business deposit relationships and ultimately maintaining a portfolio of business deposit members. In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline.


• Partner with branch team(s) and lead effort in new markets to achieve business growth goals. Responsible for leading deal teams and partner interactions to deliver an exceptional member experience.


• Develop and maintain relationships with centers of influence: accountants, attorneys, community leaders, professional and/or social organizations. Attend networking, charity and corporate functions for prospecting and establishment of relationships.


• Identify opportunities for growth of additional revenue streams to the Credit Union via the expansion of existing member relationships through cross-selling of additional products and services such as cash management, lending, merchant services, investment & insurance, and retail deposit/loan products & services. Partner effectively with other departments to identify calling and business development opportunities around existing member relationships as well as through referrals. Utilize proactive and needs based selling techniques to identify and refer opportunities


• Overall responsibility for Know Your Member (“KYM”) execution and compliance requirements of his/her members. Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.


• Responsible for member retention, satisfaction and ensuring extraordinary service delivery. Communicate with business members about their accounts and any other issues pertaining to their business relationships and perform site visits as necessary.


• Provide up-to-date weekly sales and prospect reporting by utilizing SalesForce CRM platform.

Assets You Will Bring

• Bachelor’s Degree Preferred.


• 10-15 Years in growing and acquiring business relationships preferred.


• Established referral sources and book of business.


• Demonstrated ability to acquire new relationships to meet/exceed growth goals.


• Demonstrated leadership skills.


• Lending Experience.


• Strong knowledge of cash management and all other ancillary banking products and services with the ability to cross-sell existing Banking relationships.

The annual salary for the position is $115,000.00. This position is eligible for commission. ( FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. ) In addition to the salary or hourly rate listed above there may be other compensation & benefits available.

#LP

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well-being through:

• Competitive 401(k)


• Tuition and fitness reimbursement programs


• Flexible work options


• Volunteer opportunities


• Executive “Water Cooler Chats”


• Clubs, sports, and social events


• Food truck days

…and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.

We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

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.