Member Relationship Manager - First Technology Federal Credit Union

Description

• Manage a portfolio of member accounts, proactively servicing and supporting member goals
• Provide comprehensive and customized financial solutions tailored to member financial needs including collaborating with partners across lines of business to connect the member with experts in lending, insurance, investment, etc. 
• Schedule daily in-person and phone calls with members to review and/or determine their financial objectives, expenses, and assets
• Identify and pursue potential new members and looking for ways to cultivate long-term, primary financial partner
• Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
• Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
• Lead business development activities, including SEG onsite events, member follow-up and outbound calls
• Mentor Financial Service Representatives on a day-to-day basis

• Minimum 5 years of proven sales experience with the ability to meet and exceed sales goals; minimum of 1 year financial industry experience
• Proven track record of successfully growing and managing customer relationships
• Ability to operate as a self-starter who is highly organized and works well independently or within a team environment
• Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
• Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
• Ability to foster strong relationships with internal and external stakeholders
• Strong critical thinking and decision-making skills with attention to detail
• Working knowledge of Microsoft Office Suite
• Minimum Education: High School Diploma; Bachelor’s degree is preferred

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)