Business Relationship Manager

Bay Federal Credit Union
Any Location, CA
Category Finance
Job Description
Role Overview

The Business Relationship Manager is responsible for implementing and growing the Business Lending program. They develop and maintain long-term relationships with business owners and referral partners, champion and manage the origination of business loans, and contribute to the successful achievement of the Business Services objectives.

What You Will Do

The Business Relationship Manager will develop and maintain long-term relationships with business owners and referral partners, originate business loans, analyze financial statements, and recommend appropriate lending solutions.

Why It Might Be a Fit

The ideal candidate will have a Bachelor's degree in Business, Economics, Finance, or a related field, a minimum of 3 years of experience as a Business Loan Officer, and strong financial and credit analysis skills.

Requirements

  • Bachelor's degree in Business, Economics, Finance, or a related field
  • Minimum of 3 years of experience as a Business Loan Officer
  • Strong financial and credit analysis skills
  • Demonstrated experience developing business relationships, generating new business, and meeting production goals
  • Strong understanding of business lending products, underwriting, credit risk, and loan documentation
  • Excellent relationship-building and communication skills
  • Strong organization and time-management skills
  • Proficiency with Microsoft Office and other business lending technology

Benefits

  • 401(k) Matching
  • Annual Bonus Eligibility
  • Health Coverage That Cares
  • Employee Assistance Program
  • Wellness Program
  • Rocket Lawyer Legal Services
  • Additional Options: Pet Insurance and Aflac supplemental plans
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