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Commercial Relationship Manager

Commercial Relationship Manager

Florida Credit UnionOcala, FL, United States
4 days ago
Job type
  • Full-time
Job description

Job Details

Job Location

Ocala Branch - Ocala, FL

Position Type

Full Time

Description

Join Our Team at Florida Credit Union - Where Your Future Shines Bright!

About Us :

At Florida Credit Union, our mission is clear : to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you're not just starting a new job; you're joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.

Why You'll Love Working with Us :

  • Dynamic Team Environment : Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.
  • Extensive Training : Receive comprehensive training to ensure you're set up for success from day one.
  • Exceptional Benefits : Enjoy a competitive benefits package designed with your well-being in mind.
  • Career Growth : Explore numerous opportunities for professional development and advancement within our organization.

Position Overview :

The Commercial Relationship Manager (CRM) is responsible for developing revenue growth by generating, managing, and growing quality, profitable commercial loans, deposits, and fee-based relationships. The CRM's primary focus is to proactively consult with business owners in developing solutions to meet all of their financial service needs. Under the supervision of the SVP of Commercial Services, the CRM will manage and develop a portfolio of commercial relationships and ensure retention of total client assets and net growth in relationships. The CRM will work closely with internal partners to facilitate the development of new business relationships, as well as develop prospects through lead lists and centers of influence.

Your Key Responsibilities :

  • The Commercial Relationship Manager is responsible for proactively sourcing, acquiring, expanding and retaining member business relationships by maximizing sales opportunities in Alachua and surrounding counties.
  • Use sound judgment in qualifying potential members / deals as well as recommending the right financial solutions / products for the member. Ensure applications meet credit / compliance criteria before submitting to centralized credit for approval.
  • Provide product specialists with qualified referrals for cross-sell. Assist in closing referrals.
  • Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.
  • Ensure all activities are carried out in accordance with all regulatory, legal & government regulations.

    • What We're Looking For :

  • Bachelor's degree and three to five years' related experience and / or training.
  • Any equivalent combination of education and / or experience.
  • A current driver's license.

    • Ready to Make a Difference?

    If you're passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.

    Become a vital part of our mission to support and uplift our members - apply now!

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    Commercial Relationship Manager • Ocala, FL, United States