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Title

Business and Wealth Relationship Manager III 

Category Member Service  
Description

Blue employees discover pathways to realize possibilities. Blue is looking for a Business & Wealth Relationship Manager III represents the Credit Union by maintaining existing relationships, while building new, prospective relationships within the footprint of our communities. This position serves as a subject matter expert on all treasury, private wealth, business, and commercial related deposit and lending products. The position is responsible for account management, business development and serves in a leadership capacity acting as an advisor for members while creating awareness of credit union services. This position will also focus on:

  • Provides superior proactive in-person relationship management to Wealth, Business, Commercial, and Treasury Services clients, including annual relationship reviews to appropriate clients. Provides ongoing relationship servicing, training and support to customer inquiries, product enhancements, product recommendations and general account status.
  • Calls on and works with prospective clients on moving banking relationship, including recommending appropriate products and services, fee analysis and consultative instruction on security and efficiencies. Prepares RFPs and banking proposals. Extends credit, provides deposit -related services, offers financial and banking advice, and maintains awareness of credit union services, and ensures high quality, high performing portfolios.
  • Prepares appropriate documentation and agreements relative to Private Wealth, Business, Commercial and Treasury Services products and services in accordance with bank’s policies and procedures. Performs Implementation tasks to onboard new clients and current client new services.
  • Increase local awareness to support Wealth Management strategies; establish and maintain effective and professional business relations with clients and trade professionals; maintain and project the credit union’s professional reputation. Create calling plans and keeping credit union partners current on any client issues or needs.
  • Represent the Credit Union in the market place driving awareness, opportunity, and reputation.
  • Track calling and sales efforts as required.
  • Manage risk associated with products such as ACH, wires, remote deposit and other products considered high risk.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies.
 
Position Requirements

Experience: 8+ years’ experience in commercial lending, familiarity with financial lending regulations, with 3+ years’ experience in credit analysis. 3+ years’ experience consulting to high net worth clients with an established network of referral sources including attorneys, accountants, community and business leaders. General understanding of business succession planning, executive compensation, and retirement planning. Strong understanding and knowledge of bank depository products, including cash management services.

Education/Certifications/Licenses: A college degree; equivalent professional certifications and experience may be considered.

Interpersonal Skills: The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.

 
Full-Time/Part-Time Full-Time  
Compensation $81,799 - $122,699  
Bondability Employment at Blue Federal Credit Union is contingent upon successful bondability.  
Position Business and Wealth Relationship Manager III  
Number of Openings 1  
Open Date 4/8/2021  
Location Fort Collins  
About the Organization Our mission is 'We discover pathways to realize your possibilities.' Our employees uphold this mission by utilizing our values as stepping stones to sustain our amazing culture. Those values are Boundless Optimism, Unwavering Confidence, Uniquely Us, and Over the Top. Thank you for showing an interest in Blue Federal Credit Union!  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

This position is currently not accepting applications.

To search for an open position, please go to http://BlueFederalCreditUnion.appone.com



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