Client Relationship Manager

Delta Community Credit Union•Atlanta, GA

1d•Hybrid

About The Position

Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work! Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. The Delta Community Retirement & Investment Services’ (DCR&IS) Client Relationship Manager is a practicing professional who acts both as an advocate for members’ financial wellness and as relationship management support to the Advisor Team. The successful candidate will service and advise members utilizing our investment advisory and financial planning programs and will assist Financial Advisors in the process of creating, implementing, and reviewing financial plans and strategies in the best interest of the member. In the Client Relationship Manager’s delivery of client engagement, he/she will ensure all clients receive prompt service and take ownership for complete resolution. The Client Relationship Manager will manage and/or collect financial data, conduct productive client meetings by phone and meet on-going compliance regulatory requirements. Practice safety conscious behaviors in all operational processes and procedures.

Requirements

Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Bachelor’s degree in any discipline, or substantial professional experience commensurate with the responsibilities of the position
2+ years’ investment, insurance, retirement or direct to consumer sales experience
Clean U-4
Excellent ability to work in a team environment and collaborate with professionals from different disciplines and various experience levels
Ambassadorial skill to effectively promote a culture of exceptional client service
Possess an in-depth understanding of clients’ needs and preferences
Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations
FINRA SIE, Series 7, 66 Securities Licenses (within 90 days of on-boarding)
CRPC® Designation or successful completion of the CFP exam (within 90 days of on-boarding)
Life, Accident, Sickness License (within 12 months of onboarding)
Variable Products Insurance License (within 12 months of onboarding)
Long Term Care Certification (within 12 months of onboarding)

Nice To Haves

Master's degree in finance or related field
1+ years’ experience within a financial institution
Demonstrated ability to meet and/or exceed assigned sales goals
Advanced Designation to include CRPC®, CFP®, ChFC® or similar

Responsibilities

Identify and address client financial needs
Communicate foundational financial planning principles as well as investment recommendations
Analyze data obtained to determine strategies for meeting clients’ financial objectives to include portfolio analysis, retirement projections, Social Security timing, education-funding, and risk management needs analysis
Monitor and review clients’ accounts regularly to determine whether life events, economic changes, or financial performance indicate a need for reassessment
Conduct client meetings by phone
Support the Financial Advisor(s) in preparing wealth management deliverables
Update the firm’s customer relationship management (CRM) system with every client interaction
Facilitate client relationship management (address change, account balance inquiry, additional deposit into existing account, status of transfer in/out of funds, online access, tax documentation/cost basis, account statement request, withdrawal request, beneficiary change form, etc.)
Execute solicited and unsolicited member or Financial Advisor directed trades
Develop new business to include member facing financial education and prospecting events, processing of account acquisition paperwork and the review of submitted paperwork for accuracy and completeness
Contribute to financial education content development to add value to the lives of the members we serve
Compliance management to include establishing and maintaining electronic client files to meet regulatory requirements
Partner with branch delivery and Member Care Center to provide support and education surrounding the products and services offered by DCR&IS
Complete all continuing education, firm element, and compliance requirements in a timely manner
Accepts and performs other duties as assigned

Benefits

Medical, Dental and Vision Coverage
Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
Supplemental Insurance or Voluntary Insurance
401(k) Plan with Company Match
Vacation, Holidays and Personal Time Off
Paid Maternity and Paternity Leave
Pre-tax Health and Dependent Care Spending Accounts
Benefit Choice Program
Health Reward Dollars
Discount on Gym Reimbursement and Identity Theft Programs
Legal Services