Relationship Manager - Flex

Relationship Managers employ their expertise in sales and relationship management to attract, retain, and cultivate enduring and loyal partnerships with members of Empeople Credit Union.

Relationship Managers are responsible for providing members with efficient, seamless experiences that meet high standards of service. Key responsibilities include lending, resolving member issues, and providing ongoing financial guidance. By enhancing brand visibility and progressing member engagement across our suite of financial services (e.g., loan and share products, ancillary products, mortgage products, and investment relationships), Relationship Managers contribute to the credit union's revenue growth and long-term sustainability.

Relationship Managers operate across various professional settings. While assigned to a specific facility, they focus on developing connections with influential stakeholders and enhancing member engagement metrics within their designated area. In more flexible environments, Relationship Managers may also provide support at in-facility locations as required.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge Of:

• Empeople products and services including remote banking tools.
• Consumer financial health needs.

Ability To:

• Manage multiple responsibilities and adapt to changing priorities
• Engage in roleplay scenarios and apply coaching/feedback
• Apply mathematical concepts and analytical reasoning
• Network and present to small and large groups
• Operate sales and service software, including CRM systems
• Explain the Empeople value proposition

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk.

The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT:

• For In-Facility:
  This job operates primarily in a professional office environment with occasional, work-from-anywhere potential. Remote office spaces must be in a dedicated, professional setting, with access to quality internet and minimal non-business distractions.
• For Hybrid:
  This job is a hybrid, remote/in-office position. Remote office spaces must be in a dedicated, professional setting, with access to quality internet and minimal non-business distractions.
• It may be required to enter a manufacturing setting where the safety protocols of the facility must be followed including wearing personal protective equipment.
• This role routinely utilizes standard office equipment, mobile technology, and the Microsoft Office 365 suite of services.
• This role allows employee discretion to augment schedule to accommodate member needs including occasional evening and weekend work.

• Requires frequent and extended out-of-town travel, including overnight travel for up to two consecutive weeks.

• Member Portfolio Growth: Increase new member enrollments and achieve portfolio growth in loans, deposits, and share-of-wallet.
• Member Satisfaction: Maintain member satisfaction scores in the 75th percentile or higher of industry standards, measured by transaction surveys.
• Financial Empowerment: Provide ongoing financial…