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Empeople Credit Union · 14 hours ago

Relationship Manager

Fargo, ND

Full-time

Onsite

Mid, Senior Level

$50K/yr - $75K/yr

7+ years exp

Empeople Credit Union is seeking a Relationship Manager to enhance member engagement and contribute to revenue growth. The role involves providing financial guidance, resolving member issues, and achieving sales targets while maintaining high service standards.

BankingCredit CardsFinancial ServicesInsuranceRetirement

Responsibilities

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 75 th percentile or higher of industry standards, measured by transaction surveys

Financial Empowerment: Provide ongoing financial guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future. This includes onboarding and reboarding experiences for new and existing members

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: Utilize 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: As assigned, fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and office security

Compliance: Adhere to all applicable laws, regulations, policies, and procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, 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

Qualification

Financial guidanceRelationship managementSales performanceCRM softwareOffice 365NetworkingContinuous improvementProblem solvingPresentations

Required

Empeople products and services including remote banking tools

Consumer financial health needs

Manage multiple responsibilities and adapt to changing priorities

Engage in roleplay 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

Increase new member enrollments and achieve portfolio growth in loans, deposits, and share-of-wallet

Maintain member satisfaction scores in the 75 th percentile or higher of industry standards, measured by transaction surveys

Provide ongoing financial guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future. This includes onboarding and reboarding experiences for new and existing members

Meet assigned sales targets, including: Active checking account growth, Services per household, Product penetration and cross-sales, Loan and deposit unit and volume goals

Conduct targeted call campaigns, fulfill lending requests, and lead members through our suite of services while improving their financial situations

Engage internal and external business partners to develop a word-of-mouth referral network and leverage social media to expand sphere of influence

Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually

Utilize 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

As assigned, fulfill branch or office responsibilities, including asset management, record retention, cash management, inventory, daily reconciliations, and office security

Adhere to all applicable laws, regulations, policies, and procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, CIP)

Maintain a professional workspace and appearance, prepared for face-to-face interactions during business hours

Cultivate and nurture relationships with key contacts in assigned facilities and geographic areas

Identify and recommend opportunities to improve employee and member experiences

Bondable

Acceptable Credit History

Meet Safe Act Requirements for NMLS

Preferred

Bachelor's degree (B.A.) from four-year college or university preferred or seven years of applicable and verifiable experience offering financial guidance and relationship building

Proficiency with Office 365 software