Business Relationship Specialist
HybridBirmingham, Alabama, United States
Job Summary
Schedule and conduct presentations to promote membership, products, and services at on-site events and community gatherings. Collaborate with partners to establish credit union information tables and act as an ambassador to drive brand awareness across a defined territory of grocery stores. Cultivate strong rapport through consistent communication via phone, email, and personal visits to retail locations to lead new memberships and loan referrals. Proactively engage members with online banking offerings while maintaining reporting on outreach initiatives and recommending networking opportunities. Plan and represent the organization at sponsored events, including trade shows and community activities, while assisting the marketing team with new branch openings.
Required Qualifications
- 2-3 years of experience in a bank or credit union
- supermarket experience
- Knowledge of lending theory
- industry practice
- Ability to work independently
- Ability to build relationships quickly and effectively through listening and interacting with members and associates
- Strong interpersonal skills
- ability to build trust and rapport
- Presentation skills
- Strong financial product knowledge
- Knowledgeable in consultative sales principles
- Ability to provide exceptional member experience
- Problem-Solving Skills
- Ability to communicate effectively both verbally and in writing
- present financial products accurately
- Self-motivated and goal-oriented
- Planning and organization skills
- Computer proficiency
- The flexibility to travel to multiple store locations in the greater Birmingham area
- Must have access to an automobile
- a valid driver's license
- a good driving record
- adequate automobile-related insurance
Desired Qualifications
- supermarket experience
- 2-3 years of experience in a bank or credit union
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