First Technology Federal Credit Union
Relationship Manager
First Technology Federal Credit Union, Rocklin, California, United States, 95765
The Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs. This position offers financial products and services to members through outbound and inbound calls from all categories of member groups. Assist members/clients and prospects with information, account servicing, products offered and procedures to implement an investment program.
Here’s what you can expect from the job and what you need to be successful:
Job Duties
Proactively support and promote all aspects of Addison Avenue Investment Services and First Tech through education, cross referrals, speaking and presentation opportunities, and contact center and membership engagement; provide 401(k) and Financial Education Workshops to credit union employees and membership
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any client needs or services
Participate in networking events on behalf of First Tech
Keep informed of current success of investment products offered and of new products being made available through broker dealer
Stay abreast of changes in products/services, procedures and policies
Collaborate with business unit partners – HR, Employee Accounts, Leadership, and Department Advocates to increase/promote awareness of products and services
Cultivate new clients through referrals and calling efforts to achieve individual and team revenue goals
Maintain member files and records to comply with the requirements FINRA, SEC, Raymond James, and state insurance agencies
Develop effective ways to promote brand awareness that lead to measurable business results
Essential Skills
Minimum 2 years’ relationship management experience in the financial industry
Ability to use discretion and judgment when working with clients and matters of privacy
Exceptional interpersonal skills to engage with internal and external business partners
Proficiency with basic to complex mathematical calculations
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)
Minimum Education: High School Diploma, Bachelor’s degree is preferred
Familiarity with a CRM (such as Salesforce or Microsoft Dynamics) is beneficial
Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License
Location:
Rocklin Corporate Office – Rocklin, CA 95765
Target Compensation in Rocklin CA:
$70,304 to $78,000 annually + Quarterly incentives
Benefits options include
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer or sponsorship for this position
Registered address: 1011 Sunset Blvd Suite 210 Rocklin CA 95765
Financial Advisors offer securities through Raymond James Financial Services , Inc.Member FINRA
/
SIPC
and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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Here’s what you can expect from the job and what you need to be successful:
Job Duties
Proactively support and promote all aspects of Addison Avenue Investment Services and First Tech through education, cross referrals, speaking and presentation opportunities, and contact center and membership engagement; provide 401(k) and Financial Education Workshops to credit union employees and membership
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any client needs or services
Participate in networking events on behalf of First Tech
Keep informed of current success of investment products offered and of new products being made available through broker dealer
Stay abreast of changes in products/services, procedures and policies
Collaborate with business unit partners – HR, Employee Accounts, Leadership, and Department Advocates to increase/promote awareness of products and services
Cultivate new clients through referrals and calling efforts to achieve individual and team revenue goals
Maintain member files and records to comply with the requirements FINRA, SEC, Raymond James, and state insurance agencies
Develop effective ways to promote brand awareness that lead to measurable business results
Essential Skills
Minimum 2 years’ relationship management experience in the financial industry
Ability to use discretion and judgment when working with clients and matters of privacy
Exceptional interpersonal skills to engage with internal and external business partners
Proficiency with basic to complex mathematical calculations
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)
Minimum Education: High School Diploma, Bachelor’s degree is preferred
Familiarity with a CRM (such as Salesforce or Microsoft Dynamics) is beneficial
Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License
Location:
Rocklin Corporate Office – Rocklin, CA 95765
Target Compensation in Rocklin CA:
$70,304 to $78,000 annually + Quarterly incentives
Benefits options include
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer or sponsorship for this position
Registered address: 1011 Sunset Blvd Suite 210 Rocklin CA 95765
Financial Advisors offer securities through Raymond James Financial Services , Inc.Member FINRA
/
SIPC
and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
#J-18808-Ljbffr