Retail Relationship Manager — Community Banking

Retail Relationship Manager - Community Development - Rome, GA

Floyd County, Rome, GA, US

$65,000 + Commission

Reports To:

AVP Retail Growth and Development

Position Status – Full Time exempt

We believe great work is to be rewarded with great benefits. Our benefits include Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401(k) plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

Purpose
:
The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Retail Relationship Manager (RMM) is responsible for the development, oversight, and expansion of retail member relationships and member growth within an assigned geographical area. They engage in contact and follow up activities, pipeline management, sales calls, and other initiative-taking activities to acquire new retail members and contribute to deposit growth.

• Adhere to and deliver on CPCU's core values:
  Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
• Identify and acquire new retail members through prospecting, pipeline management, referral resources, community engagement, planned calling activities, and both in person and telephone outreach efforts.
• Develop and maintain a network of local market Centers of Influence (COI) contacts.
• Work collaboratively with APCU/Center Parc Business Relationship managers to acquire retail members by offering credit union membership to the employees of businesses for which the Business Relationship Managers have obtained a business membership.
• Engage with key decision makers to discover their business needs; proactively identify and successfully convert sales opportunities through needs-based conversations.
• Maintain awareness and focus on the strategic initiatives of the credit union and engage in activities that are likely to result in the furtherance or achievement of strategic objectives around growth and increased membership.
• Partner with internal stakeholders and functional support areas whenever collaboration is needed to ensure flawless onboarding of new members or a concentrated number of new members in one facility or location.
• Collaborate with branch managers within the assigned territory and with the resources of the member development department to avoid duplicity of activities and to identify whether a hand-off to the RMM would be appropriate or feasible.
• Offer appropriate products and services and guidance aimed at enabling prospective members to achieve their financial goals and meet their present and future financial needs.
• Facilitate the ability for the retail members to speak with internal business partners for resolution of inquiries and concerns that cannot be resolved by yourself.
• Complete member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgements of important dates (birthdays, anniversaries, etc.).
• Maintain up-to-date product knowledge; have a full understanding of the features and benefits of the related products and services offered by the credit union.
• Maintain knowledge of diverse types of financial and economic concepts, membership geographic areas approved for APCY/Center Parc, and market segments that have been identified as part of the credit union’s strategy.
• Effectively use written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
• Consistently communicate a positive and clear message around the credit union’s strategic goals, objectives, and delivery of quality services to members.
• Comply with all aspects of BSA/AML, OFAC, NCUA regulations as they relate to this position.
• Demonstrate attention to detail, advanced analytical skills, and drive for results.
• Adhe…