Senior Business Banking Relationship Manager

FourLeaf Federal Credit Union; Bethpage (NY); Hybrid; USD 98,000 - 132,000; Full time

Benefits offered by this job

Flexible work options

401(k) plan with employer match

Health, dental, and vision insurance

Job summary

FourLeaf Federal Credit Union in New York seeks a Senior Business Banking Relationship Manager to grow high-value business deposit relationships and manage a regional portfolio. You will lead deal teams, coordinate cross-functional partners, and leverage centers of influence to drive revenue while ensuring KYM and regulatory compliance.

The role allows flexible work options including remote setups, with a salary of $115,000 and eligible commissions, plus a comprehensive benefits package.

Qualifications

• Bachelor’s degree preferred.
• 10–15 years in growing and acquiring business relationships.
• Established referral sources and book of business.
• Proven ability to acquire new relationships to meet/exceed growth goals.
• Demonstrated leadership and lending experience; cash management knowledge.

Responsibilities

• Develop and grow high-value business deposit relationships and manage portfolio.
• Lead deal teams and coordinate with branches to drive growth.
• Build relationships with centers of influence and attend networking events.
• Cross-sell products and services to expand revenue streams.
• Ensure KYM compliance and regulatory requirements (BSA/AML/OFAC).
• Provide weekly sales and prospect reporting via Salesforce.

Skills

Relationship building

Business development

Networking

Lending knowledge

Cash management knowledge

Education

Bachelor’s Degree Preferred

Job 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. This position will be targeting the Queens and Brooklyn regions.

This opportunity is open to flexible work options including a remote set up.

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.)

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, Quantum Workplace Employee Voice Award 2024, 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.