Publix Employees Federal Credit Union ยท 2 months ago
Business Relationship Specialist
Peachtree Corners, Georgia, United States
Full-time
Onsite
Entry, Mid Level
2+ years expPublix 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. The Business Relationship Specialist is responsible for cultivating, strengthening, and expanding relationships with current Select Employee Groups through strategic partnerships, making PEFCU the preferred financial institution for all Publix associates.
Financial Services
Responsibilities
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
Qualification
Required
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
The flexibility to travel to multiple stores and offsite locations throughout our Select Employee Group's operating areas in a defined territory
Occasional weekend and evening hours for special events
Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance
Benefits
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 and profit sharing
Pay for performance incentive programs
Time off for giving back to your community!
Tuition reimbursement
And much, much more!!!
Competitive pay
Pay for performance incentive program
Monthly car and phone allowance
Stellar benefits/perks
Work/life balance
Company
Publix Employees Federal Credit Union
PEFCU provides financial services with lifetime value to the employees and families.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Stephanie Straker, CPA, MBA
Chief Financial Officer
Sandra Christie, SPHR
Senior Business Partner
Recent News
2025-05-06
2024-02-19
Company data provided by crunchbase