Retail Relationship Manager - Savannah, GA

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.

About the role

This Retail Relationship Manager will work out of our Savannah Branch (5698 A Ogeechee Road, Savannah, GA 31405) and develop relationships in the greater Savannah market. The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Retail Relationship Manager (RMM) is responsible for the development, oversight, and expansion of retail member relationships and member growth within an assigned geographical area.

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.
• Develop and maintain a network of local market Centers of Influence (COI) contacts.
• Work 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 Managers have obtained a business membership.
• Engage with key decision makers to discover their business needs; proactively identify and successfully convert sales opportunities through needs-based conversations.
• Maintain awareness and focus on the strategic initiatives of the credit union and engage in activities that further or achieve strategic objectives around growth and increased membership.
• Partner with internal stakeholders and functional support areas to ensure flawless onboarding of new members or a concentrated number of new members in one facility or location.
• Collaborate with branch managers within the assigned territory and with the resources of the member development department to avoid duplicity of activities and identify appropriate hand-offs.
• Offer appropriate products and services and guidance aimed at enabling prospective members to achieve their financial goals and meet their present and future financial needs.
• Facilitate the ability for retail members to speak with internal business partners for resolution of inquiries and concerns that cannot be resolved directly.
• Complete member relationship-building assignments, such as follow-up calls, pre-determined member contact intervals, incentive announcements, and acknowledgment of important dates (birthdays, anniversaries, etc.).
• Maintain up-to-date product knowledge; have a full understanding of the features and benefits of the related products and services offered by the credit union.
• Maintain knowledge of diverse types of financial and economic concepts, membership geographic areas approved for APCU/Center Parc, and market segments identified as part of the credit union’s strategy.
• Effectively use written and oral communication skills in daily correspondence and interactions with members, staff, vendors, and regulators.
• Consistently communicate a positive and clear message around the credit union’s strategic goals, objectives, and delivery of quality services to members.
• Comply with all aspects of BSA/AML, OFAC, NCUA regulations as they relate to this position.
• Demonstrate attention to detail, advanced analytical skills, and drive for results.
• Adhere to high ethics and accountability in all member conversations and product recommendations.
• Other duties as assigned.

Requirements

• Bachelor’s degree in finance, accounting, business, 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.
• Proficiency in Microsoft Office software.

Preferred Qualifications

• A well-developed capability to analyze business financial statements.
• Working knowledge of retail banking services and product offerings.
• 3 years of specific B2C sales experience in a credit union.

Physical Requirements

• Subject to business needs, the position may require non-standard work hours (occasional evenings and/or occasional weekends), overnight travel less than 10%, and the ability to lift and carry weights of 5 to 20 pounds.
• Must be able to sit, stand, bend, or stoop as needed and interact with people in writing, over the phone, and in person.
• Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc.

Supervisory Responsibilities

No direct reports. May manage day-to-day tasks through indirect reporting relationships or a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Pay

Base plus commission structure: $65,000 + Commission.

Benefits

• 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 and short-term disability.
• Company-paid holidays.