Retail Relationship Manager - Savannah, GA

Center Parc Credit Union•Savannah, GA

10d•$65,000 - $65,000•Onsite

About The Position

This Retail Relationship Manager position is a full-time exempt role based out of the Savannah Branch. The primary purpose of this role is to assist Center Parc Credit Union (CPCU) in achieving its mission of helping members achieve financial success through exceptional products and service. The Retail Relationship Manager is responsible for developing, overseeing, and expanding retail member relationships and membership growth within an assigned geographical area. This involves prospecting, pipeline management, sales calls, and other proactive activities to acquire new 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.
Collaborate with APCU/Center Parc Business Relationship managers to acquire retail members by offering credit union membership to employees of businesses for which Business Relationship Managers 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 duplication 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 acknowledgment 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.
Adhere to high ethics and accountability in all member conversations and product recommendations.
Other duties as assigned.