Organizational Services Manager

At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.

Benefits and Perks of SDFCU Include:

Diversity and Inclusion:
Work in an environment that values and respects all team members

Paid Holidays:
Enjoy 12 paid holidays a year, including your birthday

Flexible Work Options:
Potential work-from-home options after the introductory period

Generous Paid Time Off:
Ample vacation and personal days to maintain a health work-life balance

Tuition Reimbursement:
Support for your ongoing education and career development

Commute/Parking

Incentives:

Financial incentives for your daily commute

Comprehensive Insurance:
Access to excellent medical, dental, and vision insurance packages

Gym Reimbursement:
Stay healthy with our gym membership reimbursement program

Team Bonding:
Participate in company and team bonding events that foster a collaborative work environment

Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.

State Department Federal Credit Union is seeking an Organizational Accounts Manager to build and strengthen relationships with Select Employer Groups (SEGs), government entities, and affiliated partners within SDFCU’s Field of Membership. This role leads Organizational Account Specialists, ensures seamless account management, service delivery, and operational excellence, and supports continuity by performing specialist duties as needed. Responsibilities also include policy and procedure development, global member support, and new product implementation, requiring virtual and in-person engagement, international travel, and flexibility across time zones.

Essential Duties and Responsibilities:

Manage and provide direction to Organizational Account Specialist(s), with responsibility for future team growth.

Assign, prioritize, and monitor workloads to ensure timely and effective account servicing.

Provide training, guidance, and performance feedback to support team development.

Ensure consistency in processes, service delivery, and adherence to policies and procedures.

Step in and independently execute all responsibilities of the Organizational Account Specialist role when necessary to maintain service continuity.

Develop, manage, and maintain relationships with organizational accounts, SEGs, and partner institutions.

Serve as primary escalation point for organizational representatives and stakeholders.

Strengthen engagement and account penetration within existing groups while identifying new opportunities.

Oversee onboarding, maintenance, and ongoing servicing of organizational accounts.

Required Skills and

Competencies:

2-3 years of professional experience in financial services, organizational account management, operations, or a related field.

Bachelor’s degree in business, finance, economics, or a related field required; relevant work experience may be considered in lieu of a degree.

Demonstrated leadership capability, including experience managing or mentoring staff and overseeing team performance.

Strong relationship management and stakeholder engagement skills, with the ability to build and maintain partnerships across members, organizational accounts, vendors, government entities, and internal teams.

Proven ability to manage vendor relationships, including coordination, oversight, and contract negotiation.

Excellent communication and presentation skills, including experience delivering presentations, leading events, and engaging diverse audiences.

Working knowledge of credit union products, financial services, and basic finance principles.

Strong negotiation, problem-solving, and troubleshooting abilities, with the ability to operate both strategically and tactically.

Ability to develop and implement policies, procedures, and operational frameworks to support organizational account management.

Strong organizational and project management skills, with attention to detail and the ability to manage multiple priorities.

Additionally, all SDFCU employees are required to remain cognizant of and adhere to Credit Union policies and procedures and regulations pertaining to the Bank Secrecy Act and the Information Security Policy.
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