Relationship Manager

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

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

#J-18808-Ljbffr