Small Business Relationship Manager

Golden 1 Talent Acquisition Team; Oregon; Hybrid; USD 70.000 - 74.000; Vollzeit

Zusammenfassung

Golden 1 Credit Union is seeking a Business Services Advisor to build trusted relationships with small business members and connect them with financial solutions that support growth and efficiency. You will engage with members and branch staff to identify needs and deliver proactive service.

The role emphasizes outbound calls, scheduling meetings, and promoting community involvement, with a full-time exempt schedule and collaborative team environment.

Qualifikationen

• Bachelor’s Degree preferred.
• Small business banking experience, or equivalent demonstrated through work experience, training, military experience, or education required.
• Proven experience in building trusted relationships and uncovering opportunities through meaningful conversations.

Aufgaben

• Build and grow relationships with potential new members and engage existing members to understand financial needs and opportunities.
• Train branch staff on the Business Services Advisor role to help meet members' broader financial needs.
• Collaborate with the Market Area Manager on products and marketing tactics to increase member penetration and service capabilities.
• Identify new business opportunities and plan to drive business membership and deposits within the retail channel.

Kenntnisse

Relationship building

Prospecting/outreach

Needs discovery

Ausbildung

Bachelor's Degree

Jobbeschreibung

Golden 1 Credit Union is seeking a Business Services Advisor to build trusted relationships with small business members and connect them with financial solutions that support growth and efficiency. You will engage with members and branch staff to identify needs and deliver proactive service.

The role emphasizes outbound calls, scheduling meetings, and promoting community involvement, with a full-time exempt schedule and collaborative team environment.