Retail Relationship Manager - Community Development - Metro ATL

Center Parc Credit Union•Atlanta, GA

28d•$65,000 - $65,000•Onsite

About The Position

This Retail Relationship Manager position is a great opportunity for someone who thrives on building relationships, driving growth, and making a real impact in the community. The role requires past experience with a Credit Union, Bank, or related financial institution, specifically in prospecting, networking, connecting with people, and developing partnerships to grow the credit union. The position is full-time and exempt, working out of the Headquarter location at 400 Porsche Ave, Atlanta, GA 30354, and will focus on developing relationships in the metro Atlanta market. The primary purpose of this position is to assist Center Parc Credit Union (CPCU) in achieving its Mission: “To help our members achieve financial success by providing exceptional products and service.” The Retail Relationship Manager (RMM) is responsible for the development, oversight, and expansion of retail member relationships and member growth within an assigned geographical area. They will engage in contact and follow-up activities, pipeline management, sales calls, and other initiative-taking activities to acquire new retail members and contribute to deposit growth.

Requirements

A bachelor’s degree in finance, accounting, business accounting, or related field or 2 additional years of specific work experience in lieu of degree
3 or more years of relative experience using a needs-based consultative sales structure
3 or more years of engagement in outside prospecting and sales activities
Microsoft Office software

Nice To Haves

A well-developed capability to analyze business financial statements
Working knowledge of retail banking services and product offerings
3 years specific B2C sales experience in a credit union

Responsibilities

Adhere to and deliver on CPCU's core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
Identify and acquire new retail members through prospecting, pipeline management, referral resources, community engagement, planned calling activities, and both in person and telephone outreach efforts.
Develop and maintain a network of local market Centers of Influence (COI) contacts.
Work collaboratively with APCU/Center Parc Business Relationship managers to acquire retail members by offering credit union membership to the employees of businesses for which the Business Relationship Mangers have obtained a business membership.
Engage with key decision makers to discover their business needs; Proactively identify and successfully convert sales opportunities through needs-based conversations.
Maintain awareness and focus on the strategic initiatives of the credit union and engage in activities that are likely to result in the furtherance or achievement of strategic objectives around growth and increased membership.
Partner with internal stakeholders and functional support areas whenever collaboration is needed to ensure flawless onboarding of new members or a concentrated number of new members in one facility or location.
Collaborate with branch managers in the assigned territory and with the resources of the member development department to avoid duplicity of activities and to identify whether a hand-off to the RMM would be appropriate or feasible.
Offer appropriate products and services and guidance aimed at enabling prospective members to achieve their financial goals and meet their present and future financial needs.
Facilitate the ability for retail members to speak with internal business partners for resolution of inquiries and concerns that cannot be resolved by yourself.
Complete member relationship-building assignments, such as follow-up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
Maintain up-to-date product knowledge; have a full understanding of the features and benefits of the related products and services offered by the credit union.
Maintain knowledge of diverse types of financial and economic concepts, membership geographic areas approved for APCY/Center Parc, and market segments that have been identified as part of the credit union’s strategy.
Effectively use written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
Consistently communicate a positive and clear message around the credit union’s strategic goals, objectives, and delivery of quality services to members.
Comply with all aspects of BSA/AML, OFAC, NCUA regulations as they relate to this position.
Demonstrate attention to detail, advanced analytical skills, and drive for results.
Adherence to high ethics and accountability in all member conversations and product recommendations.
Other duties as assigned.