Premier Relationship Manager jobs in United States
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First Entertainment Credit Union · 6 hours ago

Premier Relationship Manager

First Entertainment Credit Union is seeking a Premier Relationship Manager to lead the A‑List Premier Banking program. This role involves managing complex member relationships and collaborating with various internal partners to deliver comprehensive solutions.

BankingFinancial ServicesNon Profit

Responsibilities

Provide strategic leadership and oversight of the A‑List Premier Banking function, driving performance, service excellence, and long-term growth
Cultivate, deepen, and manage relationships with high-net-worth members, including select complex portfolios, serving as a trusted financial advisor
Engage in targeted outbound calling strategies to the top 15% of the portfolio to drive growth and deepen relationships
Leverage advanced problem-solving and analytical skills to research, ideate, and deliver creative solutions to complex challenges
Coach, mentor, and develop Premier Relationship Specialists to ensure team success and professional growth
Accelerate portfolio expansion through deposit, loan, digital adoption, and share-of-wallet growth initiatives
Monitor KPIs, pipelines, and portfolio performance, implementing strategies to achieve growth targets and service benchmarks
Actively manage and retain a portfolio of high-net-worth clients, ensuring personalized engagement and exceptional member experience
Resolve escalated member concerns with urgency, professionalism, and a commitment to service excellence
Ensure strict adherence to Credit Union policies, procedures, and all regulatory requirements
Represent the Credit Union at high-profile events, business development functions, and industry associations to expand Private Client Group membership
Maintain meticulous documentation and compliance standards while supporting continuous improvement initiatives
Perform additional responsibilities as needed to support organizational objectives

Qualification

Relationship managementFinancial services experiencePeople leadershipCredit Union knowledgeHigh-net-worth client experienceLoan transaction structuringSalesMarketing skillsMicrosoft Office proficiencyRegulatory knowledgeCommunication skillsOrganizational skillsProblem-solving skills

Required

A high school diploma is required
Minimum 8 years of experience in financial services or relationship management
Minimum 3 years of people leadership or supervisory experience
In-depth knowledge of Credit Union products and services, procedures and guidelines, and field of membership requirements
Prior experience working with high-net-worth clients highly required
Strong relationship management, sales, and marketing skills
Strong understanding of credit policies, and the private banking market
Ability to structure and negotiate complex loan transactions
Proven ability to build trust, influence outcomes, and drive growth
Excellent communication, organizational, and problem-solving skills
Thorough knowledge of regulations applicable to essential responsibilities
Effective communication skills across all levels of audience
Proficiency with Microsoft Office products as well as core banking systems required
Flexibility and availability to address members' financial needs after standard business hours
Reliable transportation and ability to attend after-hour networking events

Preferred

Bachelor's degree in Business, Finance, or related field, or equivalent experience highly preferred
An active MNLS License preferred

Company

First Entertainment Credit Union

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First Entertainment Credit Union is a non-profit organization that deals with banking, insurance, loans, credit cards and consumer lending.

Funding

Current Stage
Growth Stage

Leadership Team

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Stephen Owen
Chief Executive Officer
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Company data provided by crunchbase