Business Banking Relationship Manager

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location

On-site: Boulder Elevations Branches

Summary/Objective

The Business Banking Relationship Manager (BBRM) is responsible for managing and expanding relationships with Elevations Credit Union business members. They serve our business members with financial expertise, convenience and guidance. The BBRM provides tailored financial solutions to meet our business members needs to include deposit, cash management, and business lending products. The BBRM analyzes our member's financial information and business models to offer customized solutions. The BBRM implements strategies to attract new business members and increase awareness of business banking offerings in the markets we serve.

Essential Functions Include

• Manage and expand relationships with our business members through identifying opportunities for business products and services to include loans, line of credit, cash management and business deposit products.
• Proactively manage and grow deposit and loan portfolios in order to deliver strong financial results.    
• Develop and implement strategies to attract new business members and expand market awareness and presence.
• Serve as a conduit between the member and underwriting, processing, and loan servicing teams.
• Deepen member engagement and loyalty by expanding members’ share of wallet through partnering with the retail, mortgage, wealth management partners and other areas.    
• Ensure compliance with regulations and internal policies. Monitor and assess the risk profile of business members and take appropriate actions as necessary.
• Representation of ECU at community events and network functions.

Reports To

VP Business Banking

Manages

Role does not have supervisory responsibility

Required Skills, Education, and Experience

• 3+ years of experience in business commercial banking, with a proven track record in managing and growing a diverse commercial client portfolio.
• Ability to analyze financial statements and assess credit risk, with a strong understanding of financial products and services tailored to business owners.
• Excellent interpersonal and communication skills, with the ability to build rapport and maintain long lasting relationships with members and stakeholders.
• Proven ability to identify and seize new business opportunities, while effectively managing multiple priorities and deadlines.
• Must meet the NMLS qualification and registration requirements under the SAFE Act of Regulation Z, including a criminal background and credit check.   
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).

Preferred Skills, Education, and Experience    

Bachelor’s degree in business, accounting, finance, or equivalent work experience.

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

Retail Operations and Marketing: Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting