Relationship Manager (Fargo)

Job Title: Relationship Manager
Location:

Fargo, ND
Overview
The Relationship Manager plays a critical role in driving member growth, satisfaction, and long-term engagement. This position blends sales, relationship management, and financial guidance to deliver seamless, high-quality member experiences. Relationship Managers actively promote a full suite of financial products—including loans, deposit accounts, mortgages, and investment services—while helping members achieve their financial goals.
Key Responsibilities
Member Growth & Engagement
Drive new member acquisition and expand existing member relationships
Grow loan and deposit portfolios while increasing share-of-wallet
Deliver exceptional service aligned with top industry satisfaction benchmarks
Financial Guidance & Sales
Provide personalized financial advice and solutions based on member needs
Meet and exceed sales goals, including checking accounts, product penetration, and loan/deposit targets
Conduct outreach campaigns and guide members through financial solutions that improve their financial well-being
Relationship Building & Networking
Build strong relationships with members, community partners, and internal stakeholders
Develop referral networks through networking, social media, and community engagement
Deliver presentations to members, prospects, and partner organizations (in-person and virtual)
Problem Solving & Member Support
Identify member needs through consultative conversations
Resolve issues efficiently, ensuring a low-effort, high-impact experience
Provide onboarding and ongoing support to enhance financial literacy and engagement
Operations & Compliance
Support branch/office operations as needed (cash handling, reconciliations, record retention, security)
Ensure compliance with all applicable regulations (e.g., Reg CC, BSA, OFAC, CIP)
Maintain professionalism in workspace, appearance, and member interactions
Qualifications
Required Skills & Abilities
Strong sales, relationship-building, and communication skills
Ability to manage multiple priorities in a fast-paced environment
Analytical mindset with comfort applying basic financial and mathematical concepts
Experience using CRM systems and financial service tools
Confidence presenting to individuals and groups
Knowledge Of
Consumer financial needs and financial wellness strategies
Banking/credit union products and services, including digital banking tools
Education & Experience
Bachelor’s degree preferred

or

7+ years of relevant experience in financial services, sales, or relationship management
Proficiency with Microsoft Office 365