Business Relationship Specialist

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

📋 Description

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

• Partner with collaborators to arrange credit union presentations and information booths in the communities we serve.

• Serve as a PEFCU ambassador to foster strong brand recognition in a designated area of grocery stores.

• Implement the company-wide business relationship initiative.

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

• Lead initiatives in acquiring new memberships, loan referrals, and fostering relationships with eligible individuals.

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

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

• Deliver a personalized and rewarding experience to members.

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

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

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

• Research and propose networking opportunities to management.

• Support the marketing team with the launch of new branches.

⛳️ Requirements

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

• Understanding of lending theory and industry practices.

• Capability to work independently.

• Skill in quickly and effectively building relationships through attentive listening and interaction with members and associates.

• Strong interpersonal abilities, including the capacity to build trust and rapport.

• Presentation skills to create and deliver engaging presentations that effectively communicate information and ideas.

• Comprehensive knowledge of financial products.

• Approachable and engaging demeanor.

• Maintain a high standard of professionalism.

• Familiarity with consultative sales principles.

• Ability to provide an outstanding member experience.

• Strong problem-solving skills.

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

• Self-motivated and goal-driven.

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

• Strong planning and organizational skills.

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

🏝️ 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 annually).

• 11 paid holidays each year.

• 401(k) retirement plan.

• Profit sharing.

• Performance-based incentive programs.

• Time off for community service!

• Tuition reimbursement.

• And much, much more!!!