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Full-time
bachelor degree
Posted 32d ago
~40 hrs/week
Responsibilities
Manage and grow a portfolio of business member relationships through proactive outreach and consultative sales of banking products. Partner with internal credit and lending teams to facilitate loan opportunities and ensure regulatory compliance for all business accounts.
Requirements
Requires 7-10 years of experience in business or commercial banking, with 3-5 years specifically in small business lending. A bachelor's degree in business, finance, or accounting is preferred along with strong knowledge of BSA/AML and business entity structures.
Full job description
Essential Duties/Responsibilities
Manages and grows a portfolio of business member relationships through proactive outreach, consultative sales, and ongoing relationship management to increase deposits, treasury services utilization, lending opportunities, and overall member engagement.
Identifies and acquires new business members through prospecting, networking, community involvement, referral development, and partnership with branch and internal teams.
Conducts discovery conversations with prospective and existing business members to assess financial needs and recommend tailored solutions including business deposit accounts, cash management, merchant services, treasury solutions, and business lending products.
Serves as the primary point of contact for business banking relationships, delivering a high-touch member experience from onboarding through ongoing service, relationship reviews, and retention efforts.
Achieves established production and portfolio goals for business deposits, fee income, treasury management services, merchant services, business lending referrals and/or originations, and other business banking solutions.
Partners with credit and lending teams to support business loan opportunities by gathering documentation, facilitating application and underwriting processes, coordinating communication, and supporting renewals, annual reviews, and ongoing servicing activities.
Opens and services business accounts, ensuring accurate documentation, entity verification, beneficial ownership review, and compliance with all regulatory requirements, internal policies, and operational procedures.
Builds and maintains strong partnerships with branch leadership, retail teams, treasury partners, operations, and other internal stakeholders to generate referrals, coordinate solutions, and deliver a seamless member experience.
Maintains an active pipeline, monitors portfolio performance, prepares relationship reviews, and tracks business development activity to support production goals and business banking growth.
Contributes to the ongoing enhancement of business banking products, processes, technology, and vendor relationships by identifying opportunities to improve efficiency, service delivery, and member experience.
Represents the Credit Union in the community and with external centers of influence to strengthen brand presence, support business development efforts, and cultivate new relationship opportunities.
Ensures compliance with all applicable laws, regulations, credit union policies, and risk management practices by maintaining accurate records, adhering to internal controls, and supporting audits, examinations, and compliance reviews.
Qualifications
Bachelor’s degree in business, finance, accounting, or a related field preferred; equivalent combination of education and relevant experience may be considered.
7–10 years of experience in business banking, small business banking, commercial banking, relationship management, or a closely related financial services role.
3–5 years of experience supporting and/or originating small business lending relationships.
Demonstrated success in business development, portfolio growth, and relationship management within a banking or credit union environment.
Strong understanding of business banking products and services, including business deposit products, treasury management, merchant services, and business lending solutions.
Working knowledge of business entities and ownership structures, including sole proprietorships, partnerships, LLCs, and corporations.
Understanding of BSA/AML, CIP, beneficial ownership, and other regulatory requirements applicable to business accounts and business banking relationships.
Strong financial acumen with the ability to understand business needs, review documentation, and recommend appropriate financial solutions.
Excellent communication, presentation, and interpersonal skills, with the ability to build credibility and influence with business members, partners, and internal stakeholders.
Proficiency with core banking systems, CRM or pipeline management tools, and standard office software.
Ability to manage multiple priorities, maintain strong attention to detail, and operate effectively in a production- and relationship-driven environment.
Key Behaviors for Success
Builds trust-based business relationships by serving as a consultative partner, understanding member needs, and delivering solutions that support long-term growth and loyalty.
Demonstrates strong business development capability by proactively prospecting, cultivating referral sources, identifying opportunities, and advancing a healthy sales pipeline.
Balances growth and service by delivering an exceptional member experience while achieving production goals and deepening existing relationships.
Maintains strong risk and compliance discipline by following regulatory requirements, internal controls, and organizational policies in all business banking activities.
Communicates with confidence and professionalism in both written and verbal settings, adapting effectively to business owners, internal partners, and leadership audiences.
Collaborates effectively across teams, leveraging internal partnerships to deliver seamless solutions, resolve issues, and support business banking growth.
Demonstrates strong organization, follow-through, and accountability by managing multiple relationships, priorities, and deadlines in a fast-paced environment.
Statement of Understanding
This job description is intended to provide a general overview of the essential duties, responsibilities, requirements, and working conditions associated with the position. It is not intended to be an exhaustive or comprehensive list of all tasks or responsibilities. The organization may assign additional duties or modify existing ones as needed, at its discretion. Job descriptions may be updated periodically to reflect business needs and organizational changes.
Reasonable accommodations may be made in accordance with the Americans with Disabilities Act (ADA) and other applicable laws, so long as such accommodations do not pose undue hardship to the organization or create significant health or safety risks.
Nothing in this job description should be construed as creating an employment contract, either expressed or implied. Employment remains at-will, meaning that either the team member or the organization may end the employment relationship at any time, for any reason not prohibited by law.
Equal Employment Opportunity (EEO)
Georgia United is committed to providing equal employment opportunities and fostering a workplace where all individuals have the chance to succeed. We consider all qualified applicants for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We value the unique perspectives and contributions that each team member brings to our organization, believing that a diverse and inclusive workforce strengthens our credit union.
E-Verify
Georgia United participates in the U.S. Department of Homeland Security’s E-Verify program. E-Verify is an online system used to confirm the eligibility of employees to work in the United States. This process involves electronically verifying the information provided by new hires against records maintained by the Department of Homeland Security and the Social Security Administration.
Related keywords
Business BankingTreasury ServicesCash ManagementMerchant ServicesBusiness LendingBSA/AMLCIPBeneficial OwnershipCredit UnionPortfolio ManagementFinancial ServicesUnderwritingCRMEntity VerificationRisk ManagementBusiness Development
Georgia United Credit Union is an award-winning financial institution. Established in 1958, Georgia United is ranked as one of the largest and strongest credit unions in Georgia. We have locations across Georgia and 100,000 surcharge-free ATMs across the globe. As a not-for-profit financial institution, we give our profits back to our members through reduced fees, low interest rates and high rates of return. We are proud to be recognized internationally for our community outreach efforts by the Communitas Awards in 2024. Federally Insured by NCUA. Equal Housing Lender. Equal Opportunity Employer.
Offices: 6705 Sugarloaf Parkway, Duluth, GA 30097, US · 190 Gaines School Road, Athens, GA 30605, US · 4448 Tilly Mill Road, Atlanta, GA 30360, US · 312 Canton Highway, Cumming, GA 30040, US · 1381 Milstead Avenue, Conyers, GA 30012, US
Financial ServicesInvestments and InsuranceConsumer and mortgage loansConvenience services like mobile bankingand Checking with identity theft protectionBankingFinancial ServicesCredit
Based on 1938 listings with disclosed salaries, most sales jobs in Georgia pay between $55k–$169k per year. Individual offers vary with seniority, company size, and specialization.
How many Sales jobs are open in Georgia right now?
There are currently 8,876 open sales positions in Georgia listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Georgia?
Companies currently hiring include AutoZone, Advance Auto Parts, Lowe's Companies, Inc., Truist, Macy's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Georgia?
Yes — 1769 of the 8876 open sales positions offer remote or hybrid work (935 remote, 834 hybrid).
How do I apply for Sales jobs in Georgia?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.