Relationship Growth Specialist

Elements Financial•Indianapolis, IN

11d•Hybrid

About The Position

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. The Relationship Growth Specialist is a revenue-generating role responsible for proactively expanding member relationships through outbound engagement and lead conversion. This position supports Elements’ relationship banking strategy by converting virtual branch leads, marketing campaigns, and internal data opportunities into deeper, more profitable member relationships. The role is accountable for measurable growth results, including loan production, deposit growth, credit card adoption, and increased products per household. Success requires a consultative sales approach, disciplined follow-up, and a strong focus on positioning Elements as the member’s Primary Financial Institution (PFI). This is a performance-driven sales role with clear production expectations, rather than a transactional service position. By converting leads into full-relationship households and increasing wallet share, the Relationship Growth Specialist helps strengthen Elements’ relationship-based banking approach, directly supporting revenue growth, member retention, and long-term organizational success.

Requirements

2+ years of outbound sales or financial services sales experience.
Demonstrated ability to meet or exceed production goals.
Strong consultative selling and objection-handling skills.
High level of accountability and self-motivation.
Comfort working with CRM systems and performance metrics.
Experience in consumer lending or credit card sales.
Experience in banking or credit union environments.
Knowledge of deposit products and relationship banking strategies.
Demonstrated focus on achieving results.
Confident and persuasive verbal and written communication skills.
Proven ability to build and maintain strong relationships.
Strong organizational skills with a disciplined approach to work.
Highly competitive, self-motivated, and driven to succeed.
Ability to adapt and perform effectively in a fast-paced environment.

Responsibilities

Identify and pursue cross-sell opportunities within existing member relationships.
Execute targeted outreach efforts tied to deposit growth, loan growth, and card growth priorities.
Actively work assigned growth segments (checking-only, loan-only, high deposit/no loan, etc.).
Maintain accurate pipeline management and CRM documentation.
Track conversion rates and continuously improve sales effectiveness.
Uphold compliance, underwriting standards, and member experience expectations.
Follow up on consumer lending, credit card, HELOC, and mortgage opportunities.
Promote our High Interest Checking Account as the relationship hub; position members to qualify for relationship tiers.
Partner with Marketing and Lending to maximize conversion of campaigns and digital engagement.
Proactively contact and convert virtual branch leads, online applications, and abandoned applications.
Execute outbound calling efforts aligned with promotional campaigns and growth initiatives.
Maintain a disciplined daily outbound cadence.
Target single-product households to expand engagement.
Encourage deposit consolidation and direct deposit enrollment.
Increase credit card penetration and usage.
Achieve established monthly production targets across loans, deposits, credit cards, and relationship metrics.
Leverage the following key performance indicators (KPIs) to evaluate success, inform decision‑making, and continuously improve performance.
Participate in local and national groups to build and maintain a professional network in the financial industry.
Stay current with knowledge of compliance, business development, member experience, and industry trends through professional networks, conferences, and reading.
Participate in appropriate learning opportunities to grow expertise in revenue growth and member retention.