Business Banking Relationship Manager

Business Banking Relationship Manager

Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

We are currently seeking a Business Banking Relationship Manager to join our organization. As a Business Banking Relationship Manager, you will be responsible for executing a disciplined calling program to grow new and existing business banking relationships. You will source prospects through cold calls, centers of influence (e.g., local chamber of commerce, Certified Public Accountants etc.), community outreach, and digital research. Build referral pipelines, identify cross-sell opportunities, and position Nusenda products and services to meet member needs by uncovering needs through targeted questions, presenting tailored solution sets, coordinating as needed with Treasury Management and Business Banking Underwriting for pricing and structure.

What You'll Do:

• Represent the organization at community events promoting our organization as a preferred financial institution and workplace.
• Pre-screen loan opportunities, interview applicants, gather financial packages, and assess SBA program fit for common requests (for example, 7(a) and 504).
• Collaborate with business banking underwriting to structure terms that provide appropriate returns and mitigate risk by sizing facilities to verified cash flow and working capital cycles, aligning term and amortization to loan purpose and collateral useful life, setting collateral advance rates and loan?to?value within policy, confirming guarantor support and global Debt Service Coverage Ratio, selecting SBA products and guaranty levels when eligibility strengthens repayment and reduces risk, and defining pre?funding conditions and covenants with clear documentation.
• Respond to inquiries within established service levels, conduct regular check-ins at a documented cadence based on relationship size and complexity, collect required financial information ahead of renewals, reviews, or material change, and document all interactions in CRM to surface opportunities.

What You'll Need:

• Three to five years of similar or related experience
• Bachelor's degree in Business Administration, Finance, or related field

Key Skills and Experience:

• Working knowledge of SBA lending programs and processes including basic eligibility and documentation requirements; direct SBA production experience preferred.
• Advanced knowledge of outbound business development, including structured cold calling, call planning, pipeline management, and use of Customer Relationship Management (CRM) tools.
• Experience in branch processes including business account opening, Know Your Customer/Customer Identification Program (KYC/CIP), online and treasury services setup.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.