Business Relationship Specialist
2 weeks ago
At Publix Employees Federal Credit Union, we're committed to providing exceptional financial services to our members. As a Business Relationship Specialist - Personal Banker, you'll play a key role in cultivating and strengthening relationships with our valued Select Employee Groups (SEGs) through strategic partnerships and innovative approaches.
Key Responsibilities:- Assist 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.
- Represent 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.
- 3+ years of experience in customer service, 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.
- 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.
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