Business Relationship Manager (Advisor)
Space Coast Credit Union (SCCU) is a member-focused financial institution committed to delivering services with integrity. The Business Relationship Manager (Advisor) is responsible for driving business growth through relationship management, sales, and business development to support member financial goals.
Responsibilities
- Identify, develop, and maintain relationships with prospective and existing business members to support growth in business deposits, loans, and related services
- Understand members’ needs and recommend appropriate business products and services that align with their financial goals and operational needs
- Generate new business opportunities through proactive outreach, networking, relationship development, referrals, and community engagement
- Build, manage, and maintain a consistent sales pipeline by prospecting, conducting follow-up, tracking opportunities, and advancing relationships through the sales process
- Meet or exceed established sales goals, performance expectations, and key performance indicators, including production, relationship growth, activity levels, and member experience standards
- Prepare and deliver business development presentations, product recommendations, and proposals in a professional and member-focused manner
Skills
- 1 to 3 years of experience in sales, business development, outside sales, relationship management, financial services sales, or a comparable member-facing business development role required
- Two-year College or University diploma (Associate's) in Business Administration, Finance/Accounting or equivalent experience required
- Must complete the Association of Accredited Small Business Consultants Simplified Examination within 60 days of employment
- Proficiency with CRM software and Microsoft Office tools
- Valid Florida Driver's license and good driving record required with a working vehicle
Benefits
- Medical, dental, and vision insurance, plus an Employee Assistance Program.
- 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
- Tuition reimbursement after one year of service.
- 20+ days of PTO, birthday PTO, and 11 federal holidays.
- Lower rates on loans, credit cards, and no fee SCCU accounts!
Company Overview