Strategic Business Banking Advisor

Citadel Federal Credit Union; Exton (PA); On-site; USD 70,000 - 110,000; Full time

Job summary

Citadel Federal Credit Union in Exton, PA seeks a seasoned relationship manager to acquire new business and deepen existing client relationships. The role focuses on commercial deposits and lending for clients with annual sales from $1 to $10 million, leveraging a network of local centers of influence to generate profitable relationships.

The candidate will act as trusted advisor, cross-marketing financial products and ensuring compliance, while collaborating with credit and lending teams to

Qualifications

• Undergraduate degree in business/related field or equivalent work experience.
• 3 to 5 years commercial deposit and lending experience.
• Five plus years demonstrated sales and business development experience with proven results.
• Excellent verbal and written communication skills and excellent presentation skills.
• In-depth knowledge of financial products and banking regulations.
• Demonstrated experience with personal and commercial financial statements.

Responsibilities

• Maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products.
• Impacts region referral pipeline via established internal and external centers of influence.
• Actively participates in Community organizations to source business development opportunities and demonstrate Citadel’s commitment to the local community.
• Maintains a current comprehensive understanding of member needs, based on the review and analysis of personal and business financial data gathered.
• Delivers distinctive service by completing consistent relationship reviews with all focus clients.
• Promotes and cross-markets products and services to clients by keeping clients informed of products, services, promotions, and providing appropriate financial solutions.
• Makes joint calls with Market Managers and less experienced Business Relationship Managers to enhance selling skills.

Skills

Commercial lending experience

Sales experience

Relationship management

Verbal and written communication

Presentation skills

Knowledge of banking regulations

Education

Bachelor's degree in business or related field

Job description

Citadel Federal Credit Union in Exton, PA seeks a seasoned relationship manager to acquire new business and deepen existing client relationships. The role focuses on commercial deposits and lending for clients with annual sales from $1 to $10 million, leveraging a network of local centers of influence to generate profitable relationships.

The candidate will act as trusted advisor, cross-marketing financial products and ensuring compliance, while collaborating with credit and lending teams to