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CI

Business Growth Manager

Citadel Credit Union
Exton, Pennsylvania, United States, United Statesfull_timeVerifiedPosted 3 Jul 2024

About the role

Overview

Do you thrive on building relationships and driving business growth?

We're seeking a passionate and results-oriented Business Growth Manager (BGM) to join our dynamic Business Banking team. In this strategic role, you'll play a key role in acquiring and cultivating new business relationships, with a focus on deposit growth and cash management solutions.

What You'll Do:

  • Be a hunter and a farmer: Prospect and acquire new business members with an annual revenue of $1-$5 million, while deepening relationships with existing clients to uncover new deposit, cash management, and C&I lending opportunities.
  • Partner for success: Collaborate closely with branch partners to leverage existing portfolios and referrals. Work alongside our Cash Management specialists to identify and implement best-in-class solutions for our business members.
  • Trusted advisor: Become a financial expert for our members, providing insightful guidance and solutions. This includes understanding cash flow analysis, business financials, and RFP review.
  • Growth mindset: Develop and implement strategies to cultivate primary relationships, focusing on exceeding net new deposit acquisition goals.
  • Collaborative spirit: Maintain strong relationships with all Citadel business lines to ensure seamless referrals and a holistic client experience.

Who You Are:

  • A proven track record of exceeding sales goals in a business-to-business environment.
  • Experience in building strong relationships with business owners and decision-makers.
  • Strong understanding of deposit products, cash management solutions, and business financial analysis.
  • Excellent communication and presentation skills, with the ability to tailor your approach to different client needs.
  • Strategic thinker with a data-driven approach to problem-solving.
  • Team player who thrives in a collaborative environment.

Bonus Points:

  • Experience in the $1-$5 million revenue business segment.
  • Proven ability to develop and leverage strategic partnerships.

Why Citadel?

At Citadel, you'll join a team passionate about helping local businesses thrive. We offer a competitive compensation and benefits package, along with opportunities for professional development and career advancement.

Responsibilities

  • Product Knowledge Expert: Maintains an in- depth knowledge of products and services as well as knowledge of competitors and competitive products.
  • Client Acquisition & Growth: Develop networks and leverage partnerships to identify and acquire new business in the $1-5 million revenue range.
  • Client Relationship Management: Build strong, long-term relationships with members by understanding their needs through financial analysis and providing exceptional service.
  • Deposit & Cash Management Focus: Drive deposit growth and implement cash management solutions to meet client needs and exceed revenue targets.
  • Community Engagement: Be a visible representative of Citadel, fostering relationships and business opportunities within the local community.
  • Solution Selling & Collaboration: Proactively identify client needs, recommend appropriate financial solutions, and collaborate with internal teams (credit, cash management) to ensure successful deal closure.
  • Coaching & Development: Partner with Market Managers to make joint calls and coach to enhance their selling skills and uncover growth opportunities.
  • Goal Achievement & Compliance: Drive profitable business growth by exceeding revenue, deposit, loan, and fee income goals, while ensuring all client relationships meet strict compliance standards.
  • Profitability and Accountability: Aggressively grows and maintains a profitable book of business by successfully closing deals to meet or exceed individual and region revenue, contribution margin, fee income,

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Company

Citadel Credit Union

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