Business Relationship Growth Specialist

1 week ago


Vacaville, California, United States Travis Credit Union Full time
About the Role

We are seeking a highly skilled Business Relationship Growth Specialist to join our team at Travis Credit Union. As a key member of our business banking team, you will be responsible for developing and growing relationships with existing business members while also identifying and establishing new business relationships.

Job Responsibilities
  • Develop and implement strategies to deepen relationships with existing business members, increasing revenue and growth opportunities.
  • IDentify and pursue new business opportunities through prospecting, referrals, and other channels.
  • Present information on TCU services such as deposit accounts, lending, treasury management, and commercial real estate financing to prospective business members.
  • Work within risk parameters to protect the credit union while delivering an outstanding experience to business members.
  • Collaborate with subject matter experts to ensure a positive member experience and connect clients with specialists who can help meet their financial needs.
Requirements
  • Bachelor's degree and a minimum of 5 years of related experience or equivalent professional experience.
  • SBA loan program knowledge required.
  • Treasury product knowledge required.
  • Minimum of 5 years' of business services sales experience.
Benefits

We offer a competitive salary range of $130,000 - $160,000 per year, plus variable pay, medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance, and annual bonus for all regular full-time employees.

About Us

Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.



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