Citadel Credit Union · 17 hours ago
Segment Relationship Manager
Exton, Pennsylvania, United States
Full-time
Onsite
Senior Level
5+ years expCitadel Credit Union is seeking a Relationship Manager to lead business development efforts within their Select Employee Group and Community channels. This role focuses on creating lasting partnerships with organizations to empower their employees as Citadel members and promote financial wellness.
Financial Services
Responsibilities
Drive SEG Growth: Identify and onboard new SEG partners through proactive outreach and relationship-building
Build Relationships: Serve as the primary relationship manager for assigned SEGs, ensuring trust and long-term engagement
Deliver Value: Provide tailored financial education, product solutions, and support to SEG employees
Engage in the Field: Conduct regular site visits, host events, and represent Citadel at community functions
Collaborate Across Teams: Work with marketing, lending, and other departments to deliver seamless member experiences
Track Success: Use CRM tools to monitor SEG engagement, membership growth, and campaign effectiveness
Ensure Compliance: Maintain adherence to all relevant regulations and internal policies
Qualification
Required
Bachelor's degree in business or related field (or equivalent experience)
5+ years in business development, sales, or relationship management
Strong understanding of credit unions and SEG dynamics
Excellent communication, presentation, and interpersonal skills
Self-starter with a passion for community impact
Integrity, accountability, and resilience under pressure
Company
Citadel Credit Union
Established in 1937, Citadel is a not-for-profit, member-owned credit union serving Greater Philadelphia.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bill Brown
President and CEO
William Brown
President and CEO
Recent News
2025-12-09
2025-10-25
Company data provided by crunchbase