Strategic Business Banking Relationship Manager

Avadian Credit Union; Hoover (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Avadian Credit Union in Hoover, AL seeks a Business Relationship Officer II to manage and grow a portfolio of business clients with revenues of $1MM and above by delivering deposit and credit solutions. The role requires 3–5 years of related experience and a bachelor’s degree or industry certifications.

Responsibilities include identifying new business opportunities, providing expert financial guidance, collaborating with branches, and ensuring compliance with BSA/OFAC.

Qualifications

• Manage a book of business to achieve deposit, loan, and revenue goals.
• Identify, acquire, and grow new business relationships.
• Provide tailored financial solutions and advice to clients.
• Assess client needs to formulate a business plan with relevant products.
• Understand clients’ objectives, strategies, and challenges.
• Collaborate with branches and product partners to optimize outcomes.
• Conduct client/prospecting calls and market initiatives.
• Provide guidance to teammates on best practices.

Responsibilities

• Develop and expand relationships with business clients to drive revenue growth.
• Deliver financial products and services aligned with client goals.
• Maintain knowledge of credit union offerings and regulatory requirements.
• Support marketing and business development initiatives within the community.

Skills

Relationship management

Business development

Financial advisory

Client communications

Collaboration

Prospecting calls

Regulatory/compliance

Travel readiness

Education

Bachelor’s degree or equivalent certifications

5+ years B2B financial services experience

Job description

Avadian Credit Union in Hoover, AL seeks a Business Relationship Officer II to manage and grow a portfolio of business clients with revenues of $1MM and above by delivering deposit and credit solutions. The role requires 3–5 years of related experience and a bachelor’s degree or industry certifications.

Responsibilities include identifying new business opportunities, providing expert financial guidance, collaborating with branches, and ensuring compliance with BSA/OFAC.