Client Relationship Manager

Description

 About the ELCA 

The ELCA is one of the largest Christian denominations in the United States, with 3 million members in more than 8,700 worshipping communities across the 50 states and in the Caribbean region (Puerto Rico and the U.S. Virgin Islands). With a vision to live in a world experiencing the difference God’s grace and love in Christ makes for all people and creation, the ELCA strives to be a welcoming, thriving, and connected church that introduces people to Jesus so they can discover community, justice, and love.

The Lutheran Center (national office) is located in Chicago, Illinois. A staff of 400, under the leadership of the Presiding Bishop, serve as administrators, advisors, conveners, partners, and resource people for the ELCA and its ministries. Staff lead the work of national, domestic, and global ministries and programs including Lutheran Disaster Response, ELCA World Hunger, Service & Justice, Christian Community and Leadership, and Innovation.  We are also home to five of our separately incorporated ministries: The Mission Investment Fund of the ELCA, Women of the ELCA, Lutheran Men in Mission, the ELCA Foundation and the ELCA Federal Credit Union.

About the Mission Investment Fund 

The Mission Investment Fund (MIF), a financial ministry of the Evangelical Lutheran Church in America, supports the establishment and growth of ELCA congregations, synods, and affiliated ministries by providing loans for capital projects for congregations and ministries.  To fund these loans, MIF offers a variety of investments to ELCA members, congregations, and ministries.  The ELCA Federal Credit Union (FCU), a financial ministry of the Evangelical Lutheran Church in America, offers financial products and services to ELCA members, pastors, congregations, synods, affiliated ministries, and their employees.  The portfolio of products includes low-cost loans, deposit accounts, credit cards, and other financial products, services, and solutions within a not-for-profit, cooperative structure. 

Values - MIF's values are rooted in Christian faith, Lutheran traditions, and our identity as a ministry of the ELCA:

About the Position

The Client Relationship Manager helps grow loan and investment opportunities with identified Evangelical Lutheran Church in America (ELCA) congregations, ELCA-related ministries, and eligible individuals. They build awareness of the Mission Investment Fund (MIF), identify needs, and offer appropriate MIF products and services to new and existing clients. Additionally, they will effectively source new sales opportunities through inbound and outbound communication channels. This position is also responsible for identifying and matching other MIF and Federal Credit Union (FCU) service and product needs and referring those opportunities to the appropriate area of expertise.

This is a full-time, regular, exempt, Chicago-based hybrid position.  This position has responsibilities that will require being in the office on a weekly basis.

The eligibility of a candidate for remote or hybrid positions may depend on the residency of the candidate, and the budget for the role, including salary or pay, insurance coverage, and/or tax burden. Candidates for this position must reside within the fifty United States or the District of Columbia and be authorized to work lawfully in the United States. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon request.

Requirements

1. Conducts outbound prospecting call to potential and   existing clients, including congregations, ministries, and individuals to   sell products and services. Cultivates relationships with decision-makers,   ensuring a deep understanding of their financial needs and aligning them with   MIF solutions. Presents and explains MIF’s financial products, including   loans, and investment opportunities to prospective and existing clients. Actively   identifies and pursues new investment and loan opportunities while nurturing   long-term partnerships. 
2. Manages leads identified through   marketing, public relations, staff referrals, and search engine results. Qualifies prospects and identifies market   segmentation alignment and partners with the external sales team for   follow-up. Creates awareness of and cross-sells additional products and services   when opportunities are identified and provides those leads to the appropriate   MIF or FCU personnel for follow-up. 
3. Collaborates   with internal teams to ensure client onboarding, account management, and   service excellence. Within CRM, tracks, manages, and reports progress on   sales pipelines and individual outreach efforts. Leverages data such as sales   analytics, CRM insights, and market trends to identify target audiences   and prioritize outreach efforts.
4. Learns   and maintains knowledge in all aspects of MIF/ELCA FCU loan and investment   products and services. Stays informed about trends in the   financial services industry. Maintains   all necessary licenses and /or certifications necessary to follow state and   federal requirements.
5. Represents MIF at church events, conferences, and   community gatherings as needed.
6. Performs other duties as required.

Required Skills and Experience

1. A minimum of 5 years in financial services, preferably in business development, sales, or relationship management.
2. Proven experience working with extension funds, nonprofit   organizations, or mission-driven financial institutions.
3. Demonstrated ability to explain the features and   benefits of financial products offered by banks and credit unions. 
4. Proficient in Financial Services Cloud or similar software. Proven experience using CRM for client relationship documentation   and pipeline management. 
5. Understanding of MIF and the ELCA, their operations and the overall mission.
6. Ability to work collaboratively with colleagues around the   country to maintain a results-driven, team-oriented environment.
7. Excellent oral, and written communication skills.
8. College degree or equivalent experience.

Series 63 license preferred.

Physical Effort: 

While performing the duties of this job, the employee is regularly required to talk and hear, use hands and fingers to operate a computer and telephone. This position requires sitting for long periods of time. Reasonable accommodation can be made to enable individuals with disabilities to perform the essential functions.

Travel:

N/A

Benefits 

The ELCA offers a competitive benefits package for eligible employees, including employer paid health premiums for employees, health and dependent care FSA’s, a health savings account (HSA) with an employer contribution, life insurance, and a substantial employer contribution to 403b retirement plan (no match required). We also offer a generous paid time-off policy including 12 paid holidays. All benefits commence on your start date.

Contact

If you have questions about this job or your application, please complete this form to contact People Solutions (HR).

Salary 

Commensurate with qualifications and experience.