Business Relationship Manager - Wichita, KS

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.

 

When you join the Meritrust team, your benefits will include:

• 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 much 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.

EDUCATION/CERTIFICATION:

• High school diploma or equivalent required.
• Associate’s or Bachelor’s Degree in Business, Finance, Economics, or a related field preferred.
• Ongoing professional development in sales, leadership, or financial services is encouraged.

REQUIRED KNOWLEDGE

• Strong understanding of credit union or banking business products and financial services.
• Knowledge of business deposit account structures, cash management services, and basic business lending concepts.
• Familiarity with regulatory and compliance requirements related to business banking and deposit accounts.
• Understanding of sales methodologies, relationship management, and consultative selling practices.

EXPERIENCED REQUIRED:

• Three (3) to five (5) years of experience in business banking, retail banking, financial services sales, or a related field.
• Demonstrated success working with small to mid-sized businesses and developing long-term business relationships.
• Prior experience in outside sales, retail banking, mortgage services, or business development highly preferred.

HARD/TECHNICAL SKILLS/ABILITIES:

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong verbal and written communication skills with a professional, executive-level presence.
• Ability to analyze business member needs and recommend appropriate financial solutions.
• High level of self-motivation with the ability to work independently and manage a flexible schedule.
• Strong negotiation, influencing, and relationship-building skills.
• Ability to manage multiple priorities, track sales activities, and meet performance goals.
• Comfort with CRM systems, sales tracking tools, and digital communication platforms.

WORKING CONDITIONS:

• Standard office conditions.
• Low to moderate noise.
• Limited lifting up to 10 lbs.

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

 

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! 

Thank you for your interest in Meritrust Credit Union.