Business Banking Relationship Manager

3 weeks ago

Austin, United States UFCU Full time

**Job Summary**

The Business Banking Relationship Manager (BBRM) manages business relationships in accordance with UFCU and regulatory guidelines and policies, from assessment of needs to filling needs for accounts, loans, financial education, and services. The BBRM manages business member’s complete financial needs and serves as the primary point of contact at UFCU as the member’s business grows and needs change. The Relationship Manager is community-minded, and is serving or willing to serve on non-profit and/or industry-related organizations.

The Business Banking Relationship Manager reports to the Senior Manager, Business Banking.

**About UFCU**

As Austin’s largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

Consistently receiving awards as the Top Credit Union, Top Mortgage Company, Best Places for Working Parents, Austin’s Healthiest Employer, and Gallup’s Top Engaged Workplace, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we’re glad you’re here.

**Essential Functions**
- Execute business development activities, including making sales calls with business owners, business decision makers, and business centers of influence in support of small businesses within UFCU footprint.
- Manage incoming inquiries from Members, prospects, Small Business Banking Relationship Managers, and branch staff; work leads to assess needs.
- Actively deepen relationships by identifying financial needs and providing product solutions and resources.
- Conduct initial due diligence of new loan requests to determine credit worthiness.
- Identify needs for treasury services, payroll, merchant services, and insurance.
- Establish clear communication and build strong relationships with credit and servicing teams to ensure excellent Member experience.
- Determine the financial strengths of the business, collateral, market, and guarantor(s).
- Determine the appropriate lending product and structure.
- Display and utilize thorough knowledge of SBA 7(a) and 504 programs, commercial and industrial operations, and cash flow and real estate transactions.
- Ensure proper loan documentation is prepared and reviewed in accordance with UFCU and regulatory practices.
- Knowledgeable and efficient in the loan origination process, following lending policies, procedures, guidelines and regulatory requirements.
- Assist Loss Mitigation Specialist in the collection effort of problem loans as appropriate to reduce losses.
- Proactively identify credit issues early and work with the credit team to develop a strategy that manages risk to best protect UFCU.
- Actively manage past due payments, collect financial information, and assist with covenant compliance with the help of others.
- Conduct annual site visits of collateral and assist Loan Administration Team with any past due financial reporting requirements.
- Trains internal partners on quality referrals, products, and effective lead generation.

**Other**
- Adhere to all company policies, procedures and business ethics codes.
- Complete required regulatory training as assigned.
- Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

**Knowledge/Skills/Abilities**

Knowledge
- Advanced knowledge of Federal laws pertaining to credit unions and Member Business Loans.
- Advanced knowledge of Small Business Administration programs.
- Thorough knowledge of all UFCU Business Banking products and services.
- Strong knowledge of credit union industry, including awareness of industry leaders and understanding of credit union business development opportunities.
- Strong knowledge and understanding of the Austin/Coastal area communities UFCU serves.
- Strong knowledge of project and program management principles.
- Familiarity with loan origination software.

**Skills**:

- Excellent people and relationship skills, with an employee/member service mentality, and a high degree of authenticity, integrity, accountability, and emotional intelligence.
- Excellent relationship building, networking, planning, negotiation, analytical, problem-solving, and critical thinking skills.
- Excellent business development skills, including networking and

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