Empeople Credit Union
Relationship Manager
Empeople Credit Union
Overview 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 provide members with efficient, seamless experiences that meet high standards of service, including lending, resolving member issues, and providing ongoing financial guidance. By enhancing brand visibility and progressing member engagement across our suite of financial services—loan, share, mortgage, and investment products—Relationship Managers contribute to revenue growth and sustainability.
Essential Functions
Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share‑of‑wallet.
Member Satisfaction: Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
Financial Empowerment: Provide ongoing financial guidance and tailored solutions to help members overcome financial challenges and plan for the future, including onboarding and reboarding experiences.
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
Revenue Generation: Conduct targeted call campaigns, 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 sphere of influence.
Presentations: Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
Problem Solving: Use 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: Fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and security.
Compliance: Adhere to applicable laws, regulations, policies, and procedures such as Regulation CC, BSAG, OFAC, USA Patriot Act, and 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, and consumer financial health needs.
Ability to
manage multiple responsibilities and adapt to changing priorities; engage in role‑play 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.
Required Education and Experience
Any equivalent combination of education and experience that provides the applicant with the knowledge, skills, and abilities required to perform the job.
Preferred: Bachelor’s degree (B.A.) from a four‑year college or university or seven years of applicable, verifiable experience in financial guidance and relationship building.
Proficiency with Office 365 software.
License or Certification
Bondable
Acceptable Credit History
Meet Safe Act requirements for NMLS
Pay Range USD $49,878.00 – USD $74,766.00 per year.
EEO Statement Empeople Credit Union is an EEO/Affirmative Action Employer.
At‑Will Employment Empeople Credit Union employment is at‑will. Employees may resign at any time. The employer may terminate employment at any time, with or without notice or cause. False statements or material omissions in the Application for Employment will be grounds for immediate termination.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Location Fond du Lac, WI (Referrals increase your chances of interviewing by 2x)
#J-18808-Ljbffr
Overview 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 provide members with efficient, seamless experiences that meet high standards of service, including lending, resolving member issues, and providing ongoing financial guidance. By enhancing brand visibility and progressing member engagement across our suite of financial services—loan, share, mortgage, and investment products—Relationship Managers contribute to revenue growth and sustainability.
Essential Functions
Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share‑of‑wallet.
Member Satisfaction: Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
Financial Empowerment: Provide ongoing financial guidance and tailored solutions to help members overcome financial challenges and plan for the future, including onboarding and reboarding experiences.
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
Revenue Generation: Conduct targeted call campaigns, 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 sphere of influence.
Presentations: Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
Problem Solving: Use 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: Fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and security.
Compliance: Adhere to applicable laws, regulations, policies, and procedures such as Regulation CC, BSAG, OFAC, USA Patriot Act, and 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, and consumer financial health needs.
Ability to
manage multiple responsibilities and adapt to changing priorities; engage in role‑play 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.
Required Education and Experience
Any equivalent combination of education and experience that provides the applicant with the knowledge, skills, and abilities required to perform the job.
Preferred: Bachelor’s degree (B.A.) from a four‑year college or university or seven years of applicable, verifiable experience in financial guidance and relationship building.
Proficiency with Office 365 software.
License or Certification
Bondable
Acceptable Credit History
Meet Safe Act requirements for NMLS
Pay Range USD $49,878.00 – USD $74,766.00 per year.
EEO Statement Empeople Credit Union is an EEO/Affirmative Action Employer.
At‑Will Employment Empeople Credit Union employment is at‑will. Employees may resign at any time. The employer may terminate employment at any time, with or without notice or cause. False statements or material omissions in the Application for Employment will be grounds for immediate termination.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Sales and Business Development
Location Fond du Lac, WI (Referrals increase your chances of interviewing by 2x)
#J-18808-Ljbffr