Business Relationship Specialist

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Become a Member Advocate - Business Relationship Specialist and play a pivotal role in PEFCU's mission to be the preferred financial partner for all Publix associates.

• Organize and deliver presentations to promote membership, products, and services, while encouraging account openings at on-site events.

• Collaborate with partners to arrange credit union presentations and informational tables in the communities we serve.

• Serve as a PEFCU ambassador to enhance brand awareness in a designated territory of grocery stores.

• Implement the company-wide business relationship program.

• Develop strong relationships through consistent communication and touchpoints via phone, email, and personal visits to retail locations.

• Spearhead initiatives for new memberships, loan referrals, and relationship-building with eligible individuals.

• Actively promote engagement with our online banking platform, ensuring consistent messaging and branding.

• Identify and leverage opportunities to highlight PEFCU's products and services.

• Deliver a personalized and rewarding experience to our members.

• Stay informed about the credit union's vision, products, and services to effectively represent and promote them.

• Plan, organize, and represent PEFCU at sponsored events, including community events, trade shows, and networking opportunities.

• Maintain reporting, tracking, and evaluation of community outreach initiatives and their outcomes.

• Research and suggest networking opportunities to management.

• Assist the marketing team in launching new branches.

⛳️ Requirements

• 2-3 years of experience in a bank or credit union; experience in the supermarket sector is a plus.

• Understanding of lending theory and industry practices.

• Ability to work independently.

• Capacity to quickly and effectively build relationships through listening and engaging with members and associates.

• Strong interpersonal skills, including the ability to establish trust and rapport.

• Presentation skills to create and deliver persuasive presentations that effectively convey information and ideas.

• In-depth knowledge of financial products.

• Approachable and engaging demeanor.

• Maintain a high standard of professionalism.

• Familiarity with consultative sales principles.

• Ability to deliver an exceptional member experience.

• Strong problem-solving skills.

• Effective communication skills, both verbal and written, with the ability to present financial products accurately.

• Self-motivated and goal-oriented.

• Capability to thrive in a fast-paced, member-focused environment.

• Strong planning and organizational skills.

• Passionate about discovering ways to assist members and the community.

• Willingness to travel to multiple store locations in the greater Birmingham area.

• Must possess access to a vehicle, a valid driver's license with a clean driving record, and adequate automobile-related insurance.

🏝️ Benefits

• Medical, Dental, and Vision insurance plans, with one option available at NO cost for employee-only coverage!

• Generous Paid Time Off program (approximately 3 weeks per year).

• 11 paid holidays each year.

• 401(k) retirement plan.

• Profit sharing.

• Performance-based incentive programs.

• Time off to contribute to your community!

• Tuition reimbursement.

• And much, much more!!!