Business Relationship Consultant

Are you looking for an opportunity to let your skills shine Come join the team at Copper State Credit Union! We arent so small that growth opportunities are scarce and we arent so big that youll get lost in the shuffle. With around 150 employees we are able to offer similar products and services as our larger competitors but on a more personalized scale both with our members and our employees. This approach provides our employees the opportunity to get involved in the organization in a way they may not be able to in the corporate world. At Copper State Credit Union we value the contributions of our employees and actively look for ways to be collaborative within all levels of the organization. Here you will have the opportunity to roll up your shirtsleeves put your unique skills to work and have a voice in developing your role from the ground up.

As a Business Relationship Consultant you will:

• Drive the growth the profitability of the small business member base through prospecting and acquiring new priority small businesses.
• Serve as a trusted consultant to existing business members by actively cross-selling credit union products and services making recommendations and making referrals to business partners including business and consumer lending mortgage lending and financial advisors.
• Serve as the primary Business Account opening expert; provide guidance on the account set up and access as well as education and guidance on business structure terminology and documents.
• Develop and maintain a strong knowledge of member business services including products and services online banking tools and applications payment options and loan offerings.
• Foster and maintain strong relationships with all relevant business partners to ensure that our standard of service level expectations are met and problems are resolved quickly to reduce member friction and deepen trust.
• Manage all sales referrals and service needs through the proper channels lo track and document service efforts.
• Assist Marketing with Business membership product and service initiatives and business development initiatives.
• Actively engage in community outreach and business development activities; participate with the local Chamber of Commerce volunteer and/or attend community events identify new businesses in the area and regularly visit existing business to deepen the credit unions relationships in our local communities and expand our opportunities to serve their financial needs.
• Act as a credit union ambassador. Represent the credit union and the credit union movement with professionalism and integrity and protect our reputation in the community.
• Assist the branch with consumer account opening and maintenance Wires Notary service and employee overrides as needed.
• Work with other team members towards the attainment of branch/department/organizational goals in addition to their personal/professional goals.

To be successful in this role you will need the following competencies:

• Time Management - The ability to priorities tasks and priorities efficiently.

• Technological Astuteness - The ability to use technology to effectively and teach others to use them as well.

• Results Orientation - Contribute to personal team departmental and credit union wide goals and be able to collaborate with others to achieve success.

• A Service Focus - Commitment to exceptional member service. Build constructive working relationships characterized by cooperation collaboration and mutual respect.

• Initiative - Motivated self-starter who maintains a high standard of excellence. Display high energy and enthusiasm with an entrepreneurial spirit.

• Eye for Quality - Provide timely and accurate information responses and decisions. Be willing to accept and embrace constructive coaching and feedback as needed.

• Flexibility - The ability to excel in a high stress environment adapt to changing business needs and work priorities needs is a must. Develop fresh ideas that provide solutions to all types of workplace challenges.

Company Overview

We have been offering quality financial service to members and their families since 1951. As a credit union we are a not-for-profit financial cooperative which means we operate to serve our member-owners. This makes us quite different from other financial institutions. We continue to focus on building lifetime relationships by continually expanding our products and services while emphasizing financial security quality and convenience in an environment that values and respects members employees and business partners and are looking to grow this commitment by deepening our relationship and offerings with our member business owners.

• Must have reliable transportation and the ability to commute within the phoenix metropolitan area to meet with potential members.
• Strong communication and time-management skills a professional image and the ability to self-direct are essential.
• Three to five years of proven consultative sales experience in financial services business sales or small business banking required.
• Excellent interviewing and interpersonal skills ability to conduct effective needs assessments and promote appropriate credit union products and services required.
• Outbound sales experience and/or community development are preferred.
• Degree in business finance or economics or equivalent work experience is preferred.
• Knowledge of PC applications including Word and Excel required. Experience utilizing smart phone and tablet applications preferred.