FourLeaf Federal Credit Union

Manager

• Independently develop, strengthen, and manage relationships within the assigned state using virtual capabilities
• Focus on expanding the organization’s national presence through proactive outreach and digital engagement strategies
• Serve as a trusted financial partner for FourLeaf
• Drive growth in deposits and lending
• Build and execute a market growth plan to achieve $25MM in deposit growth annually
• Identify and pursue high-value consumer and commercial deposit opportunities
• Participate in chambers and local events to drive sales and expand membership
• Work with the leadership team to achieve the vision and strategy of market expansion

Virtual Market Manager

Account Manager

• Cultivating and growing high value, deposit relationships
• Development and acquisition of new business deposit relationships
• Maintaining a portfolio of business deposit members
• Developing and executing a formalized sales plan
• Partnering with branch team(s) to achieve business growth goals
• Responsible for leading deal teams and partner interactions
• Developing and maintaining relationships with centers of influence
• Attending networking, charity, and corporate functions
• Identifying opportunities for growth of additional revenue streams
• Utilizing proactive and needs based selling techniques
• Overall responsibility for Know Your Member (“KYM”) execution and compliance requirements

Senior Business Banking Relationship Manager

• Develop and cultivate dealer relationships to align with corporate goals and objectives
• Gather information on competitors’ offerings and provide timely recommendations based on analysis to manager
• Provide competitors’ offerings to Sr. Management and recommend changes as needed
• Create customized programs for dealers that produce high volume loans for the credit union
• Routine visits to the dealers on the program to ensure they are aware of FourLeaf’s auto programs
• Work with dealers individually to reduce errors, improve turn-times, troubleshoot and resolve funding and underwriting issues
• Daily interaction with the Indirect Lending staff to ensure that Key Performance Indicators are met
• Track common issues and come up with solutions
• Work with our indirect lending partner to target and sign up new dealers within an assigned region

Virtual Market Manager

Senior Business Banking Relationship Manager

Indirect Dealer Account Representative