Business Relationship Specialist

2 weeks ago


Tampa FL USA, United States Publix Employees Federal Credit Union Full time
Business Relationship Specialist - Personal Banker

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.
Requirements:
  • 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.
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.


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