Preferred Banker Manager

Primary Duties and Responsibilities

• Recruit, coach, and develop Relationship Banking Specialists to achieve performance metrics and behavioral expectations
• Foster a culture of consultative selling, compliance, and member-first service
• Monitor team performance and implement strategies to meet or exceed sales and service goals
• Serve as an escalation point for complex member needs and issues
• Oversee the maintenance and growth of the team’s Book of Business through proactive relationship management
• Ensure personalized, seamless service delivery across all member touchpoints
• Drive achievement of sales goals for deposits, loans, credit cards, and referrals (Wealth Management, Business Banking, Mortgage)
• Promote credit union products and services through consultative conversations
• Identify opportunities to deepen member relationships and enhance loyalty
• Ensure adherence to regulatory requirements and internal policies
• Partner with internal departments for seamless service delivery

Requirements

• A high school diploma or GED
• A bachelor's degree in finance, business administration, or accounting preferred
• 5-7 years of private banking, commercial, or wealth management exposure
• 3-5 years in a leadership role within the financial industry
• A minimum of 3 years’ experience in relationship and portfolio management expertise

Qualifications

• Experience in coaching and developing a team to drive consistent sales results
• Proven track record of managing and growing high-net-worth member relationships
• Highly effective communicator with excellent interpersonal skills
• Ability to navigate complex financial scenarios and deliver tailored solutions
• Well-organized and effective at time management

Skills

• Coaching and developing a team to drive consistent sales results
• Managing and growing high-net-worth member relationships
• Effective communication and interpersonal skills
• Navigating complex financial scenarios
• Time management

Benefits

• Health, Dental, and Vision insurance
• Life and Disability insurance options
• Paid Time Off starting accrual upon hire
• 401(k) Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities
• On-site clinics for Vaccines and Mammograms
• And many more!

Pay

TBD

Schedule

TBD