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Wellby Financial · 22 hours ago

SEG Relationship Manager (West)

Sugar Land, TX

Full-time

Onsite

Senior Level

5+ years exp

Wellby Financial is a company dedicated to customer focus and passion in the credit union industry. They are seeking a SEG Relationship Manager to manage and grow a portfolio of Premier Partners, develop new business relationships, and conduct market research to enhance brand awareness and sales.

Credit CardsFinanceFinancial ServicesLending

Responsibilities

Willingness and ability to exhibit Wellby Core Values every day

Works with purpose and is driven to provide the best team member experience

Researches, identifies, and pursues new Select Employer Groups SEGs (150+ employees) to add the Field of Membership (FOM)

Conducts cold calls to target and secure meetings and proposals for new opportunities

Utilize CRM and department calendar to track engagements, contacts and outreach efforts

Identifies key SEGs with the FOM and schedules activities to generate memberships and product usage

Maintains frequent contact with targeted member base to expand member relationships, ensure member retention, and meet financial goals and objectives

Coordinates with Retail Branch locations for planned SEG visits and prospecting efforts

Maintains relationships by ensuring the Wellby Financial SEGs and business partners have appropriate marketing materials, campaign information, and financial information to promote the Wellby Financial to their employees

Collaborate with internal departments to provide SEG clients with tailored financial solutions

Identifies opportunities to increase senior-level involvement in business development activities

Represents Wellby Financial during community projects and at public, social, and business gatherings

Ability to work outside of business hours when needed for events

Prepare and present reports on SEG portfolio performance to senior leadership

Continuously scan the financial and corporate wellness environment for emerging trends, best practices, and opportunities

Manage business development representatives through a structured lead generation process with a focus on data driven KPIs (number of leads sequenced, calls, meetings and sales qualified opportunities)

Create coaching and development plans to help increase productivity

Foster a performance culture to deliver positive outcomes across the organization

Performs other duties as assigned

Qualification

Business developmentFinancial services experienceMarketing strategiesCRM proficiencyPresentation skillsCustomer serviceRelationship managementTeam collaborationCommunication skills