Business Relationship Specialist

Publix Employees Federal Credit Union

Lawrenceville, GAOn-siteFull time
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Location
Lawrenceville, GA
Work style
On-site
Job type
Full time
Posted
Oct 5
14 days ago
Career path

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About the company

Publix Employees Federal Credit Union

Banking · 201 to 500 employees

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

Publix Employees Federal Credit Union on LinkedIn

What you'll do

  • Develop relationships and promote PEFCU membership, products, and services through presentations, outreach, events, and communication with members and community partners.
  • Drive new memberships and loan referrals, support online banking engagement, and track outreach results.

What you need

  • Requires 2-3 years of experience in a bank or credit union.
  • Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.

Key skills

Knowledge of lending theoryStrong financial product knowledgeConsultative sales principlesPresentation skillsStrong interpersonal skillsProblem-Solving SkillsPlanning and organization skillsComputer proficiencyAbility to communicate effectively

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Perks

  • Medical, Dental and Vision
  • Paid Time Off
  • 11 paid holidays
  • 401(k) retirement plan
  • Profit sharing
  • Pay for performance incentive programs
  • Tuition reimbursement
  • Monthly car and phone allowance

See full description on company page, apply now

Read the full posting here
Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families. PEFCU Benefits/Perks: Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage! Generous Paid Time Off program (approximately 3 weeks a year) 11 paid holidays per year 401(k) retirement plan Profit sharing Pay for performance incentive programs Time off for giving back to your community! Tuition reimbursement And much, much more!!! Business Relationship Specialist Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates. This role is about making a difference in the financial well-being of our members & potential members through the education of our products and services. You’ll be responsible for developing and expanding relationships within the Lawrenceville, Georgia market. What you will do… Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events. Collaborate with partners to have credit union presentations and information tables in the communities we serve. Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores. Execute the company-wide business relationship program. Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations. Lead the charge in new memberships, loan referral, and building relationships with eligible individuals. Proactively drive the engagement of our online banking, ensuring consistent messaging and branding. Identify and capitalize on opportunities to showcase PEFCU's products and services. Provide members with a personalized and rewarding experience Keep abreast of the credit union's vision, products, and services to represent and promote them effectively. Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events. Maintain reporting, tracking, and measurement of community outreach initiatives and results. Research and recommend networking opportunities to the management. Assist the marketing team with the opening of new branches. What you need… 2-3 years of experience in a bank or credit union, supermarket experience a plus Knowledge of lending theory, industry practice Ability to work independently Ability to build relationships quickly and effectively through listening and interacting with members and associates. Strong interpersonal skills, including the ability to build trust and rapport Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas. Strong financial product knowledge Approachable and engaging Maintain a high level of professionalism Knowledgeable in consultative sales principles Ability to provide exceptional member experience Problem-Solving Skills Ability to communicate effectively both verbally and in writing, as well as present financial products accurately Self-motivated and goal-oriented Ability to work in a fast-paced, member-focused environment Planning and organization skills Passionate about finding ways to help members and the community Computer proficiency Position also requires... The flexibility to travel to multiple store locations in the greater Miami area Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance. What’s in it for you… Competitive pay  Pay for performance incentive programs Incentive Programs Profit Sharing Monthly car and phone allowance Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage! Stellar benefits/perks Work/life balance We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Integrity, Collaboration, Service, Inclusion and Ownership) every day, creating an environment where all associates can add value and feel valued. Apply now!

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