3 Jobs
Publix Employees Federal Credit Union is Hiring a Business Relationship Specialist Near Jacksonville, FL
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 4 weeks a year)
- 11 paid holidays per year
- 401(k) retirement plan and profit sharing
- Pay for performance incentive programs
- Time off for giving back to your community!
- Tuition reimbursement
- And much, much more!!!
Join us as a Business Relationship Specialist and become a driving force in PEFCU's mission.
In this dynamic role, you'll spearhead cultivating, strengthening, and expanding relationships with our valued Select Employee Groups (SEGs) across various states through strategic partnerships and innovative financial education initiatives.
Embrace the opportunity to embark on an exciting journey, traveling extensively out of state to create new connections and nurture existing relationships.
This role isn't just about building bridges; it's about creating lasting bonds and making a tangible impact on the financial well-being of our members & potential members.
What you will do...
- Partner with the Financial Education Specialist to assist in presentations and workshops promoting the Financially Fresh program in the Southeast United States.
- Lead the charge in membership acquisition, loan referral, and building relationships with Select Employee Groups (SEGs) between the out-of-state and local (Jacksonville) designated markets.
- Assists in implementing and coordinating the company-wide business relationship program.
- Act as a PEFCU ambassador to create robust brand awareness.
- Cultivate strong rapport with SEG representatives through consistent communication and touch points via phone, email, and personal visits.
- Represents the company at various civic and community functions to enhance brand awareness.
- Schedule, coordinate, and prioritize multiple business relationship opportunities to drive growth.
- Proactively drive the engagement of our digital channels, ensuring consistent messaging and branding.
- Identify and capitalize on opportunities to showcase PEFCU's products and services.
- Demonstrate the ability to identify and overcome challenges throughout the value proposition.
- Provide members with a personalized and rewarding experience through effective relationship-building initiatives, fostering strong member engagement.
- Collaborate with the Business Relationship Director to develop a product enhancements and market development plans.
- Keep abreast of the Credit Union's vision, products, and services to represent and promote them effectively.
- Participate in the planning and organization of PEFCU-sponsored events, including community events, trade shows, and networking events.
- 3 years of experience in customer service leadership, banking or sales experience
- Adaptability and resilience to thrive in different cultural environments
- Ability to work independently
- People skills - 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 proficient and tech savvy
- Bilingual skills are a plus
- The flexibility to travel to multiple branches and offsite locations in the Jacksonville area and throughout our Select Employee Group's operating areas, including weekends and evening hours as needed.
- The flexibility to travel out-of-state (Southeast) for various days at a time. 50% travel during peak times.
- Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.
- Competitive pay
- Pay for performance incentive program
- Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
- Stellar benefits/perks
- Work/life balance
Apply now!
Job Summary
Full Time
$87k-111k (estimate)
06/13/2024
06/26/2024
pefcu.com
JACKSONVILLE, FL
100 - 200
1957
LARRY SALE
<$5M
Banking
Related Companies
About Publix Employees Federal Credit Union
PEFCU started over 60 years ago to provide financial services with lifetime value to the employees and families of Publix Super Markets, Inc. We believe an organization is only as strong as the people in it. We pride ourselves on our commitment to our values: caring, inclusivity, transparency, accountability and innovation. And we apply these values to our employees, our members and our community. With over $1 billion in assets, we rank in the top five percent of credit unions nationwide. We maintain a five-star rating by Bauer Financial with an "A+" in financial health. PEFCU's main office is ...
in Lakeland, Florida. There are five full-service branch offices located in Florida: Pembroke Pines, Royal Palm Beach, Altamonte Springs, Sarasota, and Jacksonville. There is currently one full-service branch located in Norcross, Georgia.
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The following is the career advancement route for Business Relationship Specialist positions, which can be used as a reference in future career path planning. As a Business Relationship Specialist, it can be promoted into senior positions as a Business Development Associate IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Relationship Specialist. You can explore the career advancement for a Business Relationship Specialist below and select your interested title to get hiring information.
