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    Business Relationship Manager - Birmingham, United States - Avadian Credit Union

    Avadian Credit Union
    Avadian Credit Union Birmingham, United States

    3 weeks ago

    Default job background
    Description
    Avadian is currently seeking an experienced Business Relationship Manager who will be responsible for focusing on delivery of business solutions including deposit and credit products and services to clients with revenues of $1MM and up


    Functions and Responsibilities:

    Handle relationship management activities with new and existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals.

    Identify, acquire, and grow new relationships with business clients.
    Deliver knowledgeable advice and solutions to grow business relationships and optimize revenue opportunities.

    Assess the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially.

    Provide business relationship management with existing members to fully understand their business, objectives, strategies, and challenges.
    Coach and develop business relationship professionals.
    Collaborate with branches and product partners.
    Plan and execute quality client/prospecting calls.
    Work within credit union regulations and requirements to maintain a compliant portfolio.
    Risk management to help mitigate fraud and protect members.
    Perform other duties as assigned.


    RequirementsBasic Requirements:
    Four plus years of demonstrated business development skills including networking, building robust COI, and cold calling desired.

    Must demonstrate a high level of professionalism and financial industry knowledge, superior client service management skills, and the ability to interact with clients and associates at all levels.

    Must have excellent written and oral communication skills.


    Education:
    (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree

    Experience:
    Five to eight years of similar or related experience. Five plus years closely related B2B financial services experience including growing and managing a dedicated book of business. One plus years of proven experience leading a successful business relationship related team.
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