Business Relationship Manager
Meritrust Credit Union, Wichita, KS, United States
We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.
Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid‑time‑off
12 paid holidays
Annual bonus (discretionary bonus based on achievement of organizational scorecard results)
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
What sets working for Meritrust apart?
Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
Supportive and engaging work environment.
A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
A work environment that encourages personal as well as professional growth, teamwork to make the dream work, and treating everyone equally.
Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.
Position Summary The Business Relationship Manager is responsible for driving growth in the Credit Union’s business banking portfolio by proactively building, expanding, and nurturing relationships with business members in targeted markets. This role serves as a strategic partner to business owners and key decision makers, providing guidance, solutions, and resources that support their financial success while strengthening long‑term loyalty to the Credit Union.
Highly active in the marketplace, the Business Relationship Manager develops strong referral networks, maintains a visible presence in the business community, and represents the Credit Union at events, presentations, and outreach activities that promote the organization’s brand, products, and services. This includes prospecting for new business opportunities, conducting outbound outreach, meeting with business members at their place of business, and uncovering needs across deposits, treasury services, lending, and payment solutions.
In addition to managing an active pipeline and portfolio, the Business Relationship Manager collaborates closely with internal partners to ensure a seamless and exceptional member experience. This includes coordinating with branch teams, treasury specialists, lenders, and operations to deliver efficient onboarding, accurate product fulfillment, and responsive service tailored to each business’s unique needs.
This role requires strong business acumen, consultative selling skills, and the ability to build trust quickly with diverse business owners. By combining proactive market engagement with deep relationship development, the Business Relationship Manager plays a critical role in expanding the Credit Union’s presence, driving portfolio growth, and supporting the financial well‑being of the business community.
Essential Functions
Meet or exceed assigned sales, acquisition, and business growth goals by executing effective relationship‑building, market engagement, and strategic business development activities.
Achieve business growth objectives by developing strong relationships with new and existing business members and delivering tailored financial solutions.
Proactively generate new business opportunities through networking, referrals, outbound outreach, community involvement, and targeted market engagement.
Develop and cultivate referral partnerships with centers of influence, including accountants, attorneys, real estate professionals, and business associations, to drive high‑quality lead generation.
Conduct onsite business visits to understand member needs, build trust, and strengthen the Credit Union’s presence in assigned markets.
Represent the Credit Union at community events, presentations, and business development activities to increase brand visibility and promote business products and services.
Perform consultative needs assessments and serve as a trusted advisor to business members by recommending solutions across deposits, treasury services, lending, and payment‑related products.
Open, service, and support business deposit accounts and related products with a strong commitment to accuracy, compliance, and exceptional member service.
Partner cross‑functionally with branch teams, lenders, treasury specialists, and operations to ensure seamless onboarding, efficient product implementation, and a consistently positive member experience.
Identify cross‑sell, up‑sell, and referral opportunities to Retail, Consumer Lending, Mortgage/Real Estate, and Treasury/Cash Management teams.
Manage an active sales pipeline and portfolio, documenting outreach, tracking opportunity progression, and maintaining regular relationship follow‑ups.
Perform ongoing portfolio management, including annual reviews, relationship deepening strategies, and proactive engagement to support retention and growth.
Maintain comprehensive and up‑to‑date knowledge of Credit Union products, services, policies, procedures, and regulatory requirements affecting business accounts.
Ensure all business development activities comply with Credit Union policies, procedures, and applicable regulations.
Travel within assigned markets and branch locations to support member engagement, business development, and internal collaboration.
Perform additional duties as assigned to support departmental and organizational goals.
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Benefits
Comprehensive medical insurance plan
Dental and vision insurance
Generous paid‑time‑off
12 paid holidays
Annual bonus (discretionary bonus based on achievement of organizational scorecard results)
401(k) plan
Wellness program
Tuition assistance
Employee loan discount
Employee Assistance Program (EAP)
Life and disability coverage
What sets working for Meritrust apart?
Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
Supportive and engaging work environment.
A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
A work environment that encourages personal as well as professional growth, teamwork to make the dream work, and treating everyone equally.
Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.
This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.
Position Summary The Business Relationship Manager is responsible for driving growth in the Credit Union’s business banking portfolio by proactively building, expanding, and nurturing relationships with business members in targeted markets. This role serves as a strategic partner to business owners and key decision makers, providing guidance, solutions, and resources that support their financial success while strengthening long‑term loyalty to the Credit Union.
Highly active in the marketplace, the Business Relationship Manager develops strong referral networks, maintains a visible presence in the business community, and represents the Credit Union at events, presentations, and outreach activities that promote the organization’s brand, products, and services. This includes prospecting for new business opportunities, conducting outbound outreach, meeting with business members at their place of business, and uncovering needs across deposits, treasury services, lending, and payment solutions.
In addition to managing an active pipeline and portfolio, the Business Relationship Manager collaborates closely with internal partners to ensure a seamless and exceptional member experience. This includes coordinating with branch teams, treasury specialists, lenders, and operations to deliver efficient onboarding, accurate product fulfillment, and responsive service tailored to each business’s unique needs.
This role requires strong business acumen, consultative selling skills, and the ability to build trust quickly with diverse business owners. By combining proactive market engagement with deep relationship development, the Business Relationship Manager plays a critical role in expanding the Credit Union’s presence, driving portfolio growth, and supporting the financial well‑being of the business community.
Essential Functions
Meet or exceed assigned sales, acquisition, and business growth goals by executing effective relationship‑building, market engagement, and strategic business development activities.
Achieve business growth objectives by developing strong relationships with new and existing business members and delivering tailored financial solutions.
Proactively generate new business opportunities through networking, referrals, outbound outreach, community involvement, and targeted market engagement.
Develop and cultivate referral partnerships with centers of influence, including accountants, attorneys, real estate professionals, and business associations, to drive high‑quality lead generation.
Conduct onsite business visits to understand member needs, build trust, and strengthen the Credit Union’s presence in assigned markets.
Represent the Credit Union at community events, presentations, and business development activities to increase brand visibility and promote business products and services.
Perform consultative needs assessments and serve as a trusted advisor to business members by recommending solutions across deposits, treasury services, lending, and payment‑related products.
Open, service, and support business deposit accounts and related products with a strong commitment to accuracy, compliance, and exceptional member service.
Partner cross‑functionally with branch teams, lenders, treasury specialists, and operations to ensure seamless onboarding, efficient product implementation, and a consistently positive member experience.
Identify cross‑sell, up‑sell, and referral opportunities to Retail, Consumer Lending, Mortgage/Real Estate, and Treasury/Cash Management teams.
Manage an active sales pipeline and portfolio, documenting outreach, tracking opportunity progression, and maintaining regular relationship follow‑ups.
Perform ongoing portfolio management, including annual reviews, relationship deepening strategies, and proactive engagement to support retention and growth.
Maintain comprehensive and up‑to‑date knowledge of Credit Union products, services, policies, procedures, and regulatory requirements affecting business accounts.
Ensure all business development activities comply with Credit Union policies, procedures, and applicable regulations.
Travel within assigned markets and branch locations to support member engagement, business development, and internal collaboration.
Perform additional duties as assigned to support departmental and organizational goals.
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