Business Relationship Officer

Avadian Credit Union is seeking a dynamic Business Relationship Manager to join our team. This role is responsible for managing and growing a portfolio of business clients with revenues of $1MM and above by delivering tailored deposit and credit solutions.

* Handle relationship management activities with new and existing clients in a book of business to achieve deposit, loan, and revenue goals.

* Identify, acquire, and grow new relationships with business clients.

* Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.

* Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.

* Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.

* Collaborate with branches and product partners.

* Plan and execute quality client/prospecting calls.

* May leverage knowledge and experience to provide guidance on best practices to team members with less experience.

* Participate in marketing and business development initiatives to create brand awareness within the business community.

* Work within credit union regulations and requirements to maintain a compliant portfolio.

* Risk management to help mitigate fraud and protect members.

* Responsible for following BSA/OFAC policies and procedures.

* Prompt and regular attendance required.

* Perform other duties as assigned.

Experience: One to three years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree) and 5+ years closely related B2B financial services experience including growing and managing a dedicated book of business.