Relationship Manager

PRIMARY FUNCTION:

This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their consumer borrowing needs, while referring other needs to appropriate partners. This position will be responsible for aiding in the consumer and commercial loan and deposit growth of NDFCU by assisting with SEG Development and on-site sign-up events. This position will also have responsibilities of assisting with branch and/or Shamrock Center duties. This position will initiate outbound calls to strengthen relationships with members and increase our overall share in the market. This position will actively seek referrals and follow up on new leads while identifying sales prospects. This position will actively contribute to the achievement of sales and service goals to meet both professional and business goals while achieving member satisfaction, revenue generation, and establishing long-term member relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties identified below are the essential functions of the position and other duties may be assigned.

• Maintain an expert level knowledge of all products and services offered by Notre Dame FCU.
• Establish full relationships for Commercial and Consumer members.
• Process transactions, not limited to, cash and checks for member’s accounts.
• Extensive off-site events, networking commitments, training classes, financial literacy courses for members, SEG events & community events.
• Actively determines members’ financial needs, requirements, and expectations to recommend appropriate products and solutions.
• Correspond with members in person or via phone, email, and written communication while maintaining excellent member service standards.
• Effectively generates new and repeat sales by providing accurate product and technical information in a professional manner.
• Assists with SEG Development, business on-site events and sign ups, and actively reaches out in the community to continue to build relationships and make connections.
• Assists with growing our consumer and commercial loan and deposit portfolios.
• Accurately presents rates and terms in accordance with standard procedures.
• This position will also have responsibilities of assisting with branch and/or Shamrock Center duties, such as, accurately input loan applications received online, through calls, by referral, or in cross-sell for all NDFCU loan products, excluding only, first mortgages.
• Ensures timely follow-up communication with members following sales to make certain ongoing member satisfaction is tracked and improved and to assist in resolving any complaints.
• Manages pipeline for originated applications through closing and accurately completes required management reports.
• Proactively cross sells products and services on every loan application and member interaction by counseling members with regards to deposit products and other non-lending services.
• Assists members in opening new accounts when the membership is required for a loan and actively promotes checking accounts and debit card usage.
• Provides referrals to other departments including but not limited to, the Commercial Team, Mortgage Department, Shamrock Insurance, and the Private Member Group.
• Develops sales strategies, maintains, and expand referral sources, participates in community and organizational activities.
• Works closely with the Arizona Market Manager, Arizona Market President, and the rest of the Business Development Team (including our Commercial Lending Team) to ensure success.
• Contact new and existing members about products and services identified through specific marketing campaigns.
• Initiate calls on credit bureaus to determine additional opportunities.

SUPERVISORY RESPONSIBILITIES:

No requirement.

PERFORMANCE STANDARDS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  This position will require the knowledge to effectively process all consumer loan applications and analyzes loan products to attain the lending goals and objectives of the Credit Union. A professional appearance and attitude are required. In addition, such persons must be able to generate applications and process loans in a timely manner.