Business Services Relationship Manager

Job Description:

Solarity Credit Union is seeking a Business Services Relationship Manager, in our Member Business Services department onsite, at our Wenatchee and Moses Lake Branches.

The Cultural Fit

• If the following Core Values resonate with who you are in your life, this might be the perfect fit for you:
  • Courage: Having the fortitude to remain accountable, maintain the self-esteem of teammates and having the confidence to make decisions based on good judgment.
  • Impact: Pursues meaningful results to make a positive difference, not satisfied with the status quo, and you want to constantly exceed the expectations of members and coworkers.
  • Passion: You have a member-obsessed mindset and bring energy and focus to all aspects of your job. You are interested in celebrating wins of others, and constantly embrace organization initiatives and change!

The top candidate will have…

• A degree in business, finance, or a related field.
• Effective communication and relationship building skills.
• A minimum of two years of related lending experience, including problem loans and workouts.
• Experience in loan documentation, including closing policies, procedures, and practices.
• Experience in managing a portfolio of loan clients.
• Knowledge of business and income property lending.
• Strong leadership and interpersonal skills.
• Good organizational skills.
• Strong project management and problem-solving abilities.
• A high level of analytical skills.

A Day in the Life…

As the Business Services Relationship Manager, your typical day may include the following:

• Your day begins with a review of your calendar. You prepare call plans for Centers of Influence, prospects, and existing members you scheduled the previous week.
• You join the morning huddle with your department to align on the weekly workload, share success strategies, and seek support for any challenges.
• After reviewing the pipeline, you dive into current deals-communicating updates to Credit and your department to maintain transparency and quality.
• You follow up with borrowers, address requests, and complete action items to keep deals moving forward.
• Next, you make calls or join scheduled Zoom meetings with new prospects or Centers of Influence. Equipped with a call plan, you take notes, identify opportunities, and build relationships. After each call, you log leads and notes to set the stage for future follow-ups.
• You shift to prospecting, reaching out via phone or email to new Centers of Influence and potential members. You network through platforms like Facebook and LinkedIn, documenting your outreach efforts.
• You then connect with current members to strengthen relationships and support retention.
• Around midday, you shift your attention to personal development. You report directly to the VP of Commercial Business Sales, and attend a scheduled one-on-one which provides you the opportunity to review performance goals, discuss progress, and explore future growth opportunities.
• After lunch, you head out to meet a potential borrower. Upon returning to the office, you log the meeting, send a thank-you email, and schedule the next touchpoint.
• You spend the next hour reviewing emails and following up on action items from earlier in the day.
• You reserve the final hour for yourself — organizing your workspace, planning your calendar for the next day or week, and reflecting on your successes and opportunities for improvement.

Benefits:

• Competitive annual salary, and opportunity for uncapped commissions based on monthly minimum production.
• A comprehensive benefits package low-cost medical, dental, vision, life, and disability coverage for yourself and your family with a generous employer contribution to your health savings account.
• Generous paid time off allowances plus 12 paid holidays annually.
• A substantial retirement program match of up to 6% of your annual earnings.
• An employee wellness program including EAP coverage and gym reimbursement.
• An organizational culture that is committed to your success.
• Significant opportunity for career growth.
• A supportive leadership team.
• Excellent member service-oriented culture.
• Annual salary range $89,116 – $139,233

EEO Statement:

Solarity Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status. Solarity Credit Union participates in E-Verify.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 509.248.1720, ext. 1520 for assistance.