Retail Relationship Manager - Community Development - Rome, GA

About the role

GREAT opportunity for someone who thrives on building relationships, driving growth, and making a real impact in the community! Seeking past experience with a Credit Union, Bank, or related financial institution engaging in prospecting, networking, connecting with people, and developing partnerships to grow the credit union!

Responsibilities

• Adhere to and deliver on CPCU's core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
• Identify and acquire new retail members through prospecting, pipeline management, referral resources, community engagement, planned calling activities, and both in person and telephone outreach efforts.
• Develops and maintains a network of local market Centers of Influence (COI) contacts.
• Works collaboratively with APCU/Center Parc Business Relationship managers to acquire retail members by offering credit union membership to the employees of businesses for which the Business Relationship Mangers have obtained a business membership.
• Engages with key decision makers to discover their business needs; Proactively identifies and successfully converts sales opportunities through needs-based conversations.
• Maintains awareness and focus on the strategic initiatives of the credit union and engages in activities that are likely to result in the furtherance or achievement of strategic objectives around growth and increased membership.
• Pairs with internal stakeholders and functional support areas whenever collaboration is needed to ensure flawless onboarding of new members or a concentrated number of new members in one facility or location.
• Collaborates with branch managers with the assigned territory and with the resources of the member development department to avoid duplicity of activities and to identify whether a hand-off to the RMM would be appropriate or feasible.
• Offers appropriate products and services and guidance aimed at enabling prospective members to achieve their financial goals and meet their present and future financial needs.
• Facilitates the ability for the retail members to speak with internal business partners for resolution of inquiries and concerns that cannot be resolved by yourself.
• Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
• Maintains up to date product knowledge; has a full understanding of the features and benefits of the related products and services offered by the credit union.
• Maintains knowledge of diverse types of financial and economic concepts, membership geographic areas approved for APCY/Center Parc, and market segments that have been identified as part of the credit union’s strategy.
• Effectively uses written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
• Consistently communicates a positive and clear message around the credit union’s strategic goals, objectives, and delivery of quality services to members.
• Complies with all aspects of BSA/AML, OFAC, NCUA regulations as they relate to this position.
• Demonstrates attention to detail, advanced analytical skills, and drive for results.
• Adheres to high ethics and accountability in all member conversations and product recommendations.

Qualifications

• A bachelor’s degree in finance, accounting, business accounting, or related field or 2 additional years of specific work experience in lieu of degree
• 3 or more years of relative experience using a needs-based consultative sales structure
• 3 or more years of engagement in outside prospecting and sales activities
• Working knowledge of retail banking services and product offerings
• 3 years specific B2C sales experience in a credit union

Benefits

• We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.