Business Banking Relationship Manager (Spanish)

Job Summary   The Business Banking Relationship Manager (BBRM) builds and maintains successful member and customer relationships by delivering exceptional experiences to small business owners. This role focuses on understanding clients’ financial needs and providing customized solutions through various channels, including in-person branches, digital banking, and telephone.

The BBRM collaborates closely with the Retail Team and other internal stakeholders to ensure seamless experience for members and customers needing loans, deposits, and cash management solutions.    This position reports to the Senior Manager of Small Business Banking.     About UFCU    Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond.

At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of  empowering our Members to achieve financial success and build brighter futures .      In pursuit of our aspiration that  UFCU is   loved by millions of Members and built to thrive for generations , we are guided by our values:   Purposefully Member-Obsessed   We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way.

We act in our Members’ best interests, forever seeking to empower their financial success.   Possibilities Reimagined   We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

  Performance Excellence Rooted in Unwavering Integrity   We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.     Essential Functions:   Member Service and Business Development:   Deliver outstanding experiences for business members and customers by understanding their unique needs.

  Identify and cultivate long-term, primary banking relationships with targeted businesses.   Collaborate with credit and loan administration partners to identify and manage risk.   Provide a high level of personalized sales and service support to Retail and strategic relationships, including external partners like Heartland, ADP, and SWBC.

  Build collaborative relationships with internal partners (e.g., Mortgage Lending, Consumer Lending) to connect members and customers with specialists who can meet their financial needs.   Protect the organization by following sound risk management protocols and adhering to regulatory requirements.     Leadership and Team Collaboration:   Recruit, coach, develop, and motivate Business Banking Champions to leverage UFCU’s Retail channel for business member referrals.

  Establish goals and best practices for Business Banking Champions and branch retail teams.   Recommend incentives and promotions to engage the Retail team.   Provide guidance on Business Banking policies and procedures across UFCU.   Serve as a subject matter expert and escalation point by demonstrating extensive knowledge of Business Banking solutions and members’ needs.

    Business Service and Training Strategy:   Work with the Senior Business Banking Manager to develop effective strategies for business service support and training needs.   Modify and enhance the Business Champions program to align with UFCU and Retail strategies, including frontline support, escalations, and remote services. &nbs