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First Tech Federal Credit Union · 1 day ago

Relationship Manager

Rocklin, CA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $78K/yr

2+ years exp

First Tech Federal Credit Union is seeking a Relationship Manager to act as a central point of contact for member investment needs. The role involves promoting investment services, interfacing with financial entities, and cultivating new client relationships to achieve revenue goals.

BankingFinance

No H1B

Responsibilities

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

Qualification

Relationship managementFINRA licensesMathematical calculationsData analysisCRM knowledgePresentation skillsMicrosoft OfficeInterpersonal skillsOrganizational skills

Required

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

Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License

Preferred

Familiarity with a CRM (such as Salesforce or Microsoft Dynamics) is beneficial

Benefits

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)