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Business Relationship Specialist
Location
Alabama
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Business Relationship Specialist
Publix Employees Federal Credit Union
• Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates • Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events • Collaborate with partners to have credit union presentations and information tables in the communities we serve • Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores • Execute the company-wide business relationship program • Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations • Lead the charge in new memberships, loan referral, and building relationships with eligible individuals • Proactively drive the engagement of our online banking, ensuring consistent messaging and branding • Identify and capitalize on opportunities to showcase PEFCU's products and services • Provide members with a personalized and rewarding experience • Keep abreast of the credit union's vision, products, and services to represent and promote them effectively • Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events • Maintain reporting, tracking, and measurement of community outreach initiatives and results • Research and recommend networking opportunities to the management • Assist the marketing team with the opening of new branches
Job Requirements
- 2-3 years of experience in a bank or credit union, supermarket experience a plus
- Knowledge of lending theory, industry practice
- Ability to work independently
- Ability to build relationships quickly and effectively through listening and interacting with members and associates
- Strong interpersonal skills, including the ability to build trust and rapport
- Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas
- Strong financial product knowledge
- Approachable and engaging
- Maintain a high level of professionalism
- Knowledgeable in consultative sales principles
- Ability to provide exceptional member experience
- Problem-Solving Skills
- Ability to communicate effectively both verbally and in writing, as well as present financial products accurately
- Self-motivated and goal-oriented
- Ability to work in a fast-paced, member-focused environment
- Planning and organization skills
- Passionate about finding ways to help members and the community
- Flexibility to travel to multiple store locations in the greater Birmingham area
- Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.
Benefits
- Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
- Generous Paid Time Off program (approximately 3 weeks a year)
- 11 paid holidays per year
- 401(k) retirement plan
- Profit sharing
- Pay for performance incentive programs
- Time off for giving back to your community!
- Tuition reimbursement
- And much, much more!!!
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