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Corporate Account Manager

2 months ago

Mattawan, Michigan, United States United Bay Community Credit Union Full time
Position Overview

The Business Account Specialist plays a crucial role in overseeing a portfolio of business clients within the region, providing essential financial services and products tailored to their specific requirements. This position serves as the primary liaison and key relationship manager for members, focusing on both acquiring new business and enhancing existing partnerships.

Key Responsibilities
  • Act as the main point of contact for business members, ensuring their financial needs are met.
  • Engage in proactive outreach to identify and secure new business opportunities.
  • Evaluate clients' financial and operational strategies, recommending suitable financial solutions to align with their immediate and long-term objectives.
Qualifications

The ideal candidate will demonstrate the following attributes:

  • Confidence in engaging with members and clients.
  • Self-driven with the ability to operate independently.
  • Exceptional communication skills across various platforms.
  • In-depth knowledge of financial institutions, particularly credit unions, is essential.
  • Previous sales experience with a focus on client engagement is required.
  • Exemplary professionalism in all interactions.
  • Willingness to travel as necessary.
  • Availability for communication outside of standard business hours.
  • Ability to represent and promote the organization at community events.
Compensation and Benefits

This role offers a competitive hourly wage ranging from $20 to $23, commensurate with experience, along with performance-based incentives and bonuses. Additionally, a stipend for cell phone and internet expenses is provided. United Bay Community Credit Union is committed to the well-being of its employees, offering a comprehensive benefits package that includes:

  • Employer-paid medical, dental, and vision coverage.
  • A Health Savings Account.
  • A 401k plan for long-term financial planning.
  • Paid time off (PTO) and 13 paid holidays throughout the year.

We foster a vibrant team culture that actively engages with the community through various fundraising and volunteer initiatives.