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Reliant Community Credit Union

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Business Relationship Manager

Posted Updated
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Status: Exempt

Location: Macedon, NY. The position will allow for some remote work flexibility; however, an in-person presence is expected.

Schedule: Monday - Friday. Must be flexible to meet current and future business needs.


General Summary:


Reliant Credit union, ranked one of Rochester's top mid-sized workplaces nine years in a row, seeks a Business Relationship Manager to join our team.


The Business Relationship Manager is responsible for developing and originating business lending at the credit union and achieving defined production goals. This includes working one on one with members and potential members to meet their business lending needs

As a Business Relationship Manager at Reliant, you will:

  • Develops new business leads obtained from referrals and a sales calling plan to generate qualified loan and deposit relationships. Interviews loan applicants to gather information necessary to analyze the loan request and business needs.
  • Serves as the contact point for business clients on all member service issues. Cross-sells products and services that meet their needs. Maintains level of service that promotes referrals from satisfied members. Coordinates marketing efforts with branch staff and Marketing Department, including joint calling activity for referrals with staff who made the referral.
  • Reviews business credit applications and financial statements to determine the borrowing capacity, cash flow, capitalization, and collateral value for the business/borrower. Assists in analysis of financial statements to determine cash flow, liquidity, and trends of the business in order for the credit union to make a sound underwriting decision.
  • Investigates the credit history of the applicant/business which includes but is not limited to credit bureau reports, rating from business creditors and suppliers, and income/employment verification.

Reliant's benefits package includes:

  • 401k retirement plan with up to 7% match
  • Paid time off including vacation, sick, federal holidays and your birthday!
  • Affordable Insurances (medical, dental, vision, life) for as little as $7.50 a month
  • Branded Apparel - to truly make you feel part of the team
  • And much more!
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