Relationship Manager - PrimeTrust Financial FCU

Position Title:

Relationship Manager

Reports To:

VP of Commercial Services

FLSA:

Exempt $ 50,000 - $80,000

Responsible for the ongoing service needs of the commercial, consumer, and CUSO accounts. Responsible for obtaining new business through commercial, consumer and through CUSO services. Responsible for the monitoring of our products and services offered per account.

• Provides guidance and expertise in the following areas:
• Participate in PRIMETRUST Federal Credit Union long & short-term strategic planning.
• Reinforce understanding of PRIMETRUST Federal Credit Union products and services and the advantages of each.
• Continual monitoring of member/business relationships.
• Analyze member/business relationships to optimize the products and services that PRIMETRUST offers.
• Analysis of business portfolios to offer businesses for the proper loan products.
• Works in conjunction with the VP of Commercial Sales to strengthen business relationships by assisting with the following:
• Contact and visit prospective members, dealers, businesses to present information on available services, such as deposit accounts, lines of credit, cash management, electronic services, lending products, investment services, treasury management, and employer services.
• Contact potential members or businesses with a variety of methods and follow-up methods: via telephone, site visits, letters, emails, and direct mail campaigns
• Act as liaison between the Business/employee’s/members and PRIMETRUSTFCU representative (i.e., mortgage officers, loan officers, etc) in obtaining new products/services.
• Attend various meetings in the community and/or trade associations to develop new business prospects and promote PRIMETRUST.
• May make presentations on financial services to groups to promote credit union products.
• Maintain up-to-date contact tracking using Microsoft Office products-following the reporting guidelines from Marketing.
• Analyze the methods that are successful in developing business.Analyze the products, services, or programs that best meet member/business needs.
• Identify, solicit and contact prospective new businesses to present information on available PRIMETRUST Federal Credit Union products and services
• Develop, implement, and monitor policies and procedures in accordance with PRIMETRUST Federal Credit Union goals and strategies.Work with other departments to maintain consistency in policies and procedures.
• Conduct market research on industry trends. Recommend programs and projects beneficial to PrimeTrust Federal Credit Union and its members as a result of research, trends, member satisfaction surveys, etc.
• Represent and promote PRIMETRUST Federal Credit Union at external functions.
• Living the PRIMETRUST Federal Credit Union values daily.
• Maintain an up-to-date and comprehensive knowledge on all PRIMETRUST Federal Credit Union products and services.
• Poses no direct threat to the health or safety of himself/herself, of others, or to property. Defined as a significant risk of substantial harm that cannot be eliminated or reduced to an acceptable level by reasonable accommodation.
• Requires regular attendance to perform essential elements as contained herein between the assigned start and end times for work.
• Performs such individual assignments as management may direct.
• ¨Establishes and maintains effective work relationships within PTF Federal Credit Union and the community; and maintains the professional competence, knowledge and skill necessary for the satisfactory performance of all assigned responsibilities.

High School Degree with advance training in business service environment.

Five to seven years of proven experience in business portfolio analysis.

Valid driver’s license required

Bachelor’s degree in Finance, Business, or Economics

Strong oral and written communication skills

Aptitude to read, interpret, and implement applicable regulations and laws

PC proficiency

Ability to work with cross functional groups

Ability to develop and implement programs for continuous improvement

General knowledge of verbal and written communications for maintaining effective working relationships with all employees

Sitting at desk or workstation approximately 20 percent of work time. Travel 80 percent of the time.

Ability to work extended hours and weekends.

Normal Credit Union environment.

Ability to lift 20 lbs. occasionally