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: Elevations Credit Union Broomfield Support Center

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, treasury 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, prospect for new opportunities, and increase awareness of business banking offerings in the markets we serve.

Essential Functions.

• 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:

Does not have supervisory responsibility.

Required Skills, Education and Experience

• 2+ years of experience in business banking or treasury management, with a proven track record in managing and growing a diverse 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, both loan and deposit, 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

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

• Full time / 40 hours per week

Classification:

Exempt

Compensation:

The person hired into this position will likely earn between $72,000 and $100,000 annual salary, plus commission.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

This role is anticipated to close within 35 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

ELEVATIONS CREDIT UNION’S COMMITMENT TO PRIVACY

Your privacy is important to us. When you use this Careers site to apply for a job at Elevations Credit Union (“we” and “us”), we collect your personal information. Examples of personal information collected on the Careers site include your name, contact details, and information you provide for purposes of job applications. We do not sell your personal information to a third party. We may share your information with a third party who is performing a service for us related to job applicants. If you have any questions about this privacy statement, please contact us.

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Employee Polygraph Protection Act (EPPA)