Business Relationship Manager at Achieva

Dunedin, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Oct, 26

Salary

0.0

Posted On

16 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Relationship Management, Treasury Management, Commercial Banking, Consultative Sales, Networking, Negotiation, Presentation Skills, Communication Skills, Financial Analysis, Compliance, Portfolio Management

Industry

Financial Services

Description

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives! Your office is the community. This is a relationship-driven role for someone who thrives outside the office. You’ll spend most of your time meeting with business owners, networking, and building meaningful partnerships throughout the communities we serve. If you’re energized by connecting with people, creating opportunities, and growing relationships face-to-face, you’ll fit right in. Position Summary: The Business Relationship Manager (BRM) acquires new business relationships with a primary focus on deposit acquisition, Municipal & Public Funds, nonprofit banking, and Treasury Management services while driving the expansion and retention of existing business relationships. The BRM develops and executes relationship management strategies that grow deposits, Treasury Management services, and overall business relationships through a consultative, relationship-focused sales approach. This role is responsible for achieving individual production goals for deposit growth, Business Member acquisition, and cross-line-of-business referrals. The position acts in compliance with all Credit Union policies, procedures, as well as all applicable state and federal banking regulations. Key Responsibilities: Business Development * Maintain and grow a profitable portfolio of commercial business relationships throughout Achieva Credit Union’s Northern Market through disciplined and proactive business development focused on commercial deposit acquisition, Treasury Management services, relationship expansion, and member retention. * Develop new business relationships with commercial businesses, municipalities, public entities, nonprofit organizations, and other target organizations throughout Pasco and Pinellas Counties. * Focus on Achieva Credit Union’s target Business Member profile by understanding financial needs and delivering consultative solutions that include deposits, Treasury Management, Municipal & Public Funds, and other business banking services. * Serve as Achieva Credit Union’s subject matter expert for commercial deposits, Municipal & Public Funds, nonprofit banking, and Treasury Management solutions. * Develop and maintain a strong pipeline of prospective Business Members through networking, referrals, Centers of Influence, community involvement, and strategic prospecting activities. * Participate in community events and networking activities to strengthen Achieva Credit Union’s presence while developing relationships with CPAs, attorneys, commercial real estate professionals, municipal leaders, nonprofit executives, and other Centers of Influence. * Collaborate with Treasury Management, Commercial Lending, Retail Banking, Branch teams, and Senior Management to deliver comprehensive business banking solutions and an exceptional Business Member experience. * Identify opportunities to deepen relationships through commercial deposits, Treasury Management, Commercial Lending, merchant services, and other business banking products while achieving established production goals. * Serve as the primary relationship manager for assigned Business Members by conducting ongoing relationship reviews, coordinating internal resources, and executing strategies that support acquisition, retention, and relationship expansion. * Maintain expertise in business account opening requirements, Municipal & Public Funds regulations, and all applicable compliance requirements, ensuring business relationships are established and maintained in accordance with Credit Union policies and regulatory standards. Teamwork & Leadership * Treat people with respect, keep commitments, inspire trust, work ethically and with integrity, uphold organizational values, and accept responsibility for own actions. * Exhibit leadership by example while promoting collaboration, professionalism, and a high-performance sales culture. * Complete required training, follow policies and procedures, and maintain proficient knowledge of rules and regulations impacting commercial business relationships. * Complete administrative responsibilities accurately and on time while supporting Credit Union goals, strategic initiatives, and organizational values. Organizational Engagement * Champion initiatives that position the credit union as a top employer through leadership, integrity, and service excellence. * Take initiative to perform other essential functions as needed to support departmental and organizational objectives. * Travel throughout Achieva Credit Union’s territory as required. * Work flexible hours including evenings, weekends, and holidays to meet Business Member and business development demands. ---------------------------------------- Requirements Education and Experience * Bachelor’s degree in business, finance, or related field; or equivalent combination of education and relevant work experience. * 7+ years of business banking, commercial banking, Treasury Management sales, commercial deposit sales, or commercial relationship management experience. * Demonstrated success acquiring new business relationships and achieving commercial deposit growth goals. * Experience working with Municipal & Public Funds, public entities, nonprofit organizations, and Treasury Management solutions preferred. Certifications * Must have a valid Florida driver’s license and pass a background check. Skills and Attributes * Self-starter with proven ability to develop new business opportunities, build trusted relationships, and collaborate effectively with senior management and cross-functional teams. * Strong business development, negotiation, presentation, and communication skills. * Strong knowledge of commercial deposit products, Treasury Management services, and business banking operations. * Thorough knowledge of Municipal & Public Funds, collateralization requirements, nonprofit banking, and commercial deposit regulations. * Proven consultative sales and relationship management skills with a demonstrated ability to consistently achieve production goals. * Established network of business and community relationships in the territory or footprint preferred. * Strong understanding of business account opening requirements, banking regulations, and compliance standards. * Ability to analyze member needs and develop comprehensive financial solutions utilizing commercial deposits, Treasury Management, Commercial Lending, and other business banking product. ---------------------------------------- Ready to Make an Impact? If you’re excited about helping businesses grow and building meaningful relationships in the community, we’d love to hear from you. Apply today and join Achieva Credit Union—where your work truly matters!   Physical Demands & Work Environment: Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This role operates in a flexible environment and may include hybrid work, in-field business development activities, business member visits and time in an office setting at Corporate Headquarter and/or Achieva Branch locations. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position requires frequent travel throughout the assigned market, extended periods of sitting or standing, and occasional lifting of up to 25 pounds. EEO Statement: Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

Responsibilities

The Business Relationship Manager is responsible for acquiring new business relationships with a focus on deposits, Municipal & Public Funds, and Treasury Management services. The role involves developing and executing strategies to grow and retain a profitable portfolio of commercial business relationships through proactive networking and consultative sales.