Relationship Manager

First Technology Federal Credit Union•Rocklin, CA

162d•Onsite

About The Position

The Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs. This position offers financial products and services to members through outbound and inbound calls from all categories of member groups. Assist members/clients and prospects with information, account servicing, products offered and procedures to implement an investment program. Here's what you can expect from the job and what you need to be successful:

Requirements

Minimum 2 years’ relationship management experience in the financial industry
Ability to use discretion and judgment when working with clients and matters of privacy
Exceptional interpersonal skills to engage with internal and external business partners
Proficiency with basic to complex mathematical calculations
Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)
Minimum Education: High School Diploma, Bachelor’s degree is preferred
Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License

Nice To Haves

Familiarity with a CRM (such as Salesforce or Microsoft Dynamics) is beneficial

Responsibilities

Proactively support and promote all aspects of Addison Avenue Investment Services and First Tech through education, cross referrals, speaking and presentation opportunities, and contact center and membership engagement; provide 401(k) and Financial Education Workshops to credit union employees and membership
Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any client needs or services
Participate in networking events on behalf of First Tech
Keep informed of current success of investment products offered and of new products being made available through broker dealer
Stay abreast of changes in products/services, procedures and policies
Collaborate with business unit partners – HR, Employee Accounts, Leadership, and Department Advocates to increase/promote awareness of products and services
Cultivate new clients through referrals and calling efforts to achieve individual and team revenue goals
Maintain member files and records to comply with the requirements FINRA, SEC, Raymond James, and state insurance agencies
Develop effective ways to promote brand awareness that lead to measurable business results

Benefits

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
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)

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