26 days old

WorkPlace Banking Program Manager I- Tucson, AZ

OneAZ Credit Union
Oro Valley, AZ 85737
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Our ideal candidate will be:

  • Responsible for the planning and executing of the OneAZ WorkPlace Banking program as a primary member and balance growth strategy for the Retail Bank
    • The primary role of this position is to market and sell workplace banking products and services within an assigned region.
  • Responsible for generation and management of WorkPlace Banking opportunities through development of retail branch relationships along with commercial relationship managers, business owners, and decision makers

Why join the OneAZ team?

Our culture is one-of-a-kind! Youll be joining a team of friendly, hardworking, helpful associates with the same mission guiding all that we do: We exist to improve the lives of our members, our associates and the communities we serve.

We are proud to be an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We offer robust benefits including low-cost medical, dental and vision plans, gym reimbursement, paid parental leave, generous personal days and vacation time, and an award-winning 401(k) program among many others.

Take a look at our career page for detailed benefit information: www.oneazcu.com/about/careers/

A typical day might include the following:

  • Directly responsible for bringing in 10% of the total budgeted new members per region
    Develops new client relationships and expand current client relationships to provide banking solutions to the employees of our business clients along with their employers benefits package
    Responsible for developing a defined amount of new WorkPlace banking relationships on a monthly/quarterly basis
    Works with assigned branch managers and business banking partners to coordinate event participation
    Focus on partnerships with Business Banking Group, Payroll, Merchant Services, Commercial and other key partners to manage and grow a portfolio of small, medium, and large companies
    Provide program education through approved communications and marketing materials; onsite presentations; financial education seminars; tabling events; etc
    Maintain a strong knowledge of OneAZ products, services and delivery channels to present to prospective members while being a brand ambassador for the OneAZ Credit Union brand
    Primarily responsible for WorkPlace banking activity yet will be asked to support our college acquisitions efforts as needed by the region
    Provide feedback to the Regional Banking President and Chief of Retail on banker, and branch manager skill sets related to out of branch growth activities; decisioning, pre-planning and reviewing WPB offsite activity
    Deliver formal and informal WPB training and coaching for branch associates
    Provide management oversite to our WPB offsite activities and ensuring adherence to compliance regulations and policies
    Builds trusting relationships with line of business partners to ensure WPB program is well-integrated in the business, including incorporating WPB in member relationship reviews and new business presentations
    Actively involved in the community, participates on boards and community events

Education and/or experience we are looking for:

  • Undergraduate degree with a business major or relevant work experience
  • 5+ years experience as a subject-area expert in financial operations
  • Working knowledge of business banking entities
  • Strong business acumen
  • Exceptional communication and presentation skills
  • Ability to travel 50% within state of Arizona
  • Mastery in time management and organizational abilities

Additional Notes:

Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws.

All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws.

Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC).

Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.


Posted: 2021-04-13 Expires: 2021-05-15

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WorkPlace Banking Program Manager I- Tucson, AZ

OneAZ Credit Union
Oro Valley, AZ 85737

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