Relationship Manager

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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. They are responsible for providing members with efficient, seamless experiences that meet high standards of service. 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.

They operate across various professional settings and may also provide support at in‑facility locations as required.

• Member Portfolio Growth:
  Increase new member enrollments & 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 guidance, support, and tailored solutions to help members overcome financial challenges and plan for the future. This includes onboarding and re‑boarding experiences for new and existing members.
• Sales Performance:
  Meet assigned sales targets, including:
  • Active checking account growth
  • Services per household
  • Product penetration & cross‑sales
  • Loan & deposit unit and volume goals
• Revenue Generation:
  Conduct targeted call campaigns, fulfill lending requests, and lead members through our suite of services while improving their financial situations.
• Networking:
  Engage internal & external business partners to develop word‑of‑mouth referral network and leverage social media to expand sphere of influence.
• Presentations:
  Deliver effective presentations to groups of members, prospects, and key contacts, both in person and virtually.
• Problem Solving:
  Utilize problem‑centric discovery techniques to identify member needs & act in their best interest. Own & resolve member issues with low‑effort, high‑impact solutions.
• Office Management:
  When assigned, fulfill branch or office responsibilities (asset management, record retention, cash management, inventory, daily reconciliations, and office security).
• Compliance:
  Adhere to all applicable laws, regulations, policies, & procedures (e.g., Regulation CC, Bank Secrecy Act, OFAC, USA Patriot Act, CIP).
• Professionalism:
  Maintain a professional workspace & appearance, prepared for face‑to‑face interactions during business hours.
• Key Relationships:
  Cultivate & nurture relationships with key contacts in assigned facilities & geographic areas.
• Continuous Improvement:
  Identify & recommend opportunities to improve employee & member experiences.

Knowledge Of

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

Ability To

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

Any equivalent combination of education & experience that provides the applicant with the knowledge, skills, & abilities required to perform the job is acceptable. A typical way to obtain the knowledge and abilities would be:

• Bachelor’s degree from four‑year college/university preferred or seven years of applicable verifiable experience offering financial guidance & relationship building.
• Proficiency with Office 365 software.

• Bondable
• Acceptable Credit History Meet Safe Act Requirements for NMLS

USD $49,878.00 - $74,766.00 /Yr.

Full‑time
• Mid‑Senior level

Empeople Credit Union is an EEO/Affirmative Action Employer.

Empeople Credit Union employment is loyees may resign at any time; similarly, the company may terminate an employee at any time, with or without notice or cause. False statements or material omissions in the application will be grounds for immediate termination.