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Business Relationship Specialist
2 months ago
Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.
PEFCU Benefits/Perks:
Medical, Dental and Vision insurance plans with one option at
NO
cost for employee only coverage
Generous Paid Time Off program
(approximately 4 weeks a year)
11 paid holidays
per year
401(k) retirement plan and profit sharing
Pay for performance incentive programs
Time off for giving back to your community
Tuition reimbursement
And much, much more
Business Relationship Specialist
Join us as a Business Relationship Specialist and become a driving force in PEFCU's mission.
In this dynamic role, you'll spearhead cultivating, strengthening, and expanding relationships with our valued Select Employee Groups (SEGs) through strategic partnerships and innovative approaches in a defined territory is South Florida.
This role isn't just about building bridges; it's about creating lasting bonds and making a tangible impact on the financial well-being of our members & potential members.
What you will do...
Assists in implementing and coordinating the company-wide business relationship program.
Act as a PEFCU ambassador to create robust brand awareness in a defined territory.
Cultivate strong rapport with SEG representatives through consistent communication and touch points via phone, email, and personal visits.
Lead the charge in membership acquisition, loan referral, and building relationships with Select Employee Groups (SEGs) in a defined area (South Florida).
Represents the company at various civic and community functions to enhance brand awareness.
Schedule, coordinate, and prioritize multiple business relationship opportunities to drive growth.
Proactively drive the engagement of our digital channels, ensuring consistent messaging and branding.
Identify and capitalize on opportunities to showcase PEFCU's products and services.
Demonstrate the ability to identify and overcome challenges throughout the value proposition.
Provide members with a personalized and rewarding experience through effective relationship-building initiatives, fostering strong member engagement.
Collaborate with the Business Relationship Director to develop a product enhancements and market development plans.
Keep abreast of the Credit Union's vision, products, and services to represent and promote them effectively.
Participate in the planning and organization of PEFCU-sponsored events, including community events, trade shows, and networking events.
What you need...
3+ years of experience in customer service leadership, banking or sales experience
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
Computer proficiency
Bilingual skills are a plus
Position also requires...
The flexibility to travel to multiple branches and offsite locations throughout our Select Employee Group's operating areas in a defined territory, including weekends and evening hours on occasion.
Occasional overnight travel
Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.
What's in it for you...
Competitive pay
Pay for performance incentive program
Medical, Dental and Vision insurance plans with one option at
NO
cost for employee only coverage
Stellar benefits/perks
Work/life balance
We are committed to improvement, driven by feedback, and focused on organizational growth.We expect and demonstrate our values (Caring, Inclusive, Transparent, Innovative, and Accountable) every day, creating an environment where all associates can add value and feel valued.
Apply now
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