Relationship Manager I,II,III

First Financial Federal Credit Union of Maryland•Glencoe, MD

5h•Hybrid

About The Position

To generate new account growth and increase member engagement with the credit union’s products and services through a consultative sales culture. To remain a pivotal point-of-contact to ensure member awareness of available financial products and services. To assist the VP of Growth and Engagement and Business Development Manager in the achievement of Strategic Plan Goals through marketing and member relation efforts.

Requirements

Excellent business development skills, including networking, cold-calling techniques, sales cycle management and presentation skills
Natural affinity to grow and nurture new and existing relationships
Excellent project and event planning, organizational, and management skills
Excellent communication skills to engage internal and external First Financial audiences
Must be able to work flexible hours, evenings, and limited weekends
Ability to work cross-functionally in a collaborative team environment
Knowledge of credit union industry, including industry leaders and understanding of credit union business development opportunities
Knowledge and understanding of the Baltimore area communities First Financial serves
Must be self-directed with the ability to problem solve
Strong attention to detail and ability to complete tasks with accuracy
Proficient with spreadsheets and related analytics to track and communicate progress and performance
Frequent local travel
Highly proficient in Microsoft Applications
Relationship Manager I: 2-4 years of experience
Relationship Manager II: 4-6 years of experience
Relationship Manager III: 6-8 years of experience

Nice To Haves

Four-year college degree in marketing, business, or related field

Responsibilities

Serve as primary point of contact for designated Partner groups to generate membership growth, engagement, and brand awareness.
Solicit and conduct on-site (in-person or virtual) visitations and manage new account opening procedures for new and existing membership groups. May be held before or after work hours, weekends, and holidays.
Deliver presentations (in-person or virtual) to educate and engage Partner group employees in financial wellness topics and First Financial products and services.
Assist in creating marketing content for collateral materials to meet the unique needs of Partner groups and demonstrate credit union opportunities to enhance relationships.
Utilize contact database (CRM) for relationship management and reporting.
Support Partner groups with internal procedural changes to enhance the role of the credit union within various departments such as payroll, operations, and human resources.
Work with FFFCU Branch Managers in Partner group regions, to coordinate all aspects of promotional campaign implementation for Partner specific initiatives. Responsibilities include coordination of marketing collateral, staff training/support, and execution of campaign details.
Solid understanding and use of online professional networking sites, LinkedIn, Facebook, and Twitter.
Proficiency in using and demonstrating all technology services available to members; knowledge of all product offerings.
Research, recommend and solicit potential new business development opportunities in various geographic regions and industries.
Identify, coordinate, and negotiate community sponsorship opportunities and event participation to deepen strategic community and corporate partnerships. Represents the credit union networking programs; provided monthly analytics documenting results of efforts.
Serve as the Marketing Department project manager on cross-functional projects in support of the Credit Union strategic plan objectives; advocate for/represent member perspective.
Enhance department functions and capabilities through exploration and implementation of need-based applications identified through industry and market trends.
Initiate strategic partnerships with organizations that are mission-driven and like-minded to First Financial.
Develop and manage analytics tools and reports to identify, track and monitor new Partner development acquisition targets.
Creates partnership opportunities with Partner groups to increase overall engagement.
Direct planning, development, and execution of relevant, compelling and custom marketing campaigns to develop a stronger relationship with individual Partner groups, i.e. email campaigns, direct mail, sponsorship requests, and displays.
Develop opportunities with stakeholders to identify areas for innovation and growth.
Support of the Core 4 values of the Credit Union.
Responds to telephone calls and member requests for information.
Performs other related duties of similar scope and complexity.
Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security.