Relationship Manager

About the role

Relationship Managers employ their expertise in sales and relationship management to attract, retain, and cultivate enduring and loyal partnerships with members of Empeople Credit Union. They are responsible for providing members with efficient, seamless experiences that meet high standards of service. Key responsibilities include lending, resolving member issues, and providing ongoing financial guidance.

Responsibilities

• Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share-of-wallet.
• Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
• Financial Empowerment: Provide ongoing financial guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future.
• Sales Performance: Meet assigned sales targets, including active checking account growth, services per household, product penetration and cross-sales, loan and deposit unit and volume goals, and conduct targeted call campaigns.
• Revenue Generation: Fulfill lending requests and lead members through our suite of services while improving their financial situations.
• Networking: Engage internal and external business partners to develop a word-of-mouth referral network and leverage social media to expand the sphere of influence.
• Presentations: Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
• Problem Solving: Utilize problem-centric discovery techniques to identify member needs and act in their best interest. Own and resolve member issues with low-effort, high-impact solutions.
• Office Management: As assigned, fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and office security.
• Compliance: Adhere to all applicable laws, regulations, policies, and procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, CIP).
• Professionalism: Maintain a professional workspace and appearance, prepared for face-to-face interactions during business hours.
• Key Relationships: Cultivate and nurture relationships with key contacts in assigned facilities and geographic areas.
• Continuous Improvement: Identify and recommend opportunities to improve employee and member experiences.

Qualifications

• Knowledge of Empeople products and services including remote banking tools.
• Consumer financial health needs.
• Ability to manage multiple responsibilities and adapt to changing priorities.
• Engage in roleplay scenarios and apply coaching/feedback.
• Apply mathematical concepts and analytical reasoning.
• Network and present to small and large groups.
• Operate sales and service software, including CRM systems.
• Explain the Empeople value proposition.

Skills

• Effective communication and interpersonal skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Proficiency with Office 365 software.

Benefits

Empeople Credit Union offers a competitive compensation package, including a range of benefits such as health insurance, retirement plans, and paid time off.

Pay

USD $49,878.00 - USD $74,766.00 /Yr.

Schedule

Full-time position with flexible working arrangements.