Relationship Manager

Job Duties

• Establishes, maintains, and enhances the relationship between CalTRUST and both its current and prospective participants.
• Identifies new growth areas.
• Confers with clients by telephone or in person to provide information about products or services.
• Keeps records of agency interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Contacts agencies to respond to inquiries.
• Affords assistance with marketing/outreach, including preparing and executing an annual outreach strategy.
• Identifies target agencies.
• Identifies proper decision makers in target agencies.
• Travels throughout California to meet with current and potential CalTRUST participants as well as attend industry events.
• Affords assistance with LinkedIn presence.
• Proactively builds relationships through consistent in-person outreach.

Knowledge & Skills Required

• Sharp attention to detail.
• Knowledge of principles and processes for providing client and personal services.
• Marketing and outreach strategy.
• Cash management and investment practices for local government entities.
• Relationship management, relationship building skills, network development.
• Understanding of investment and portfolio management.
• Knowledge of local government organizations.
• Excellent communication and interpersonal skills.
• Excellent active listening skills in giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Writing and speaking clearly and concisely.
• Ability to explain complex information clearly and simply.
• Reading, comprehending, and analyzing financial statements.
• Confidence and presentation skills.
• Organize and accomplish work with a high degree of independence and initiative.
• Proficiency in Office suite software (Word, Excel, Outlook, PowerPoint) as well as Adobe Acrobat.
• Experience in Salesforce database desired, but not required.

Minimum Qualifications

• Bachelor’s Degree in business, marketing, finance, government or related field or five years of professional experience in public finance or banking; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.

Pay & Benefits

Salary range beginning at $115,000 annually; commensurate with experience.

CalTRUST offers a comprehensive benefits package including 80% medical coverage for the employee and their dependents, full dental and full vision coverage for the employee, life insurance benefits, and participation in a defined contribution retirement program.