Retail Relationship Manager - Savannah, GA
$65,000–$65,000 year
On-siteSavannah, Georgia, United States
Job Summary
Identify and acquire new retail members through prospecting, pipeline management, referral resources, community engagement, and both in-person and telephone outreach efforts. Develop and maintain a network of local market Centers of Influence contacts while collaborating with business relationship managers to offer membership to business employees. Engage with key decision makers to discover business needs and proactively convert sales opportunities through needs-based conversations. Complete member relationship-building assignments, including follow-up calls, pre-determined contact intervals, and acknowledgement of important dates. Maintain up-to-date product knowledge and diverse financial concepts to offer appropriate guidance aimed at enabling prospective members to achieve their financial goals. Comply with all aspects of BSA/AML, OFAC, and NCUA regulations while consistently communicating the credit union's strategic goals to members.
Required Qualifications
- 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
- Subject to business needs the position may require non-standard work hours (occasional evenings and/or occasional weekends)
- overnight travel less than 10%
- the ability to lift and carry weights of 5 to 20 pounds
- Must be able to sit, stand, bend, or stoop as needed
- the ability to interact with people in writing, over the phone, and in person
- Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc
- acceptable results of a background and credit check
- satisfactory proof of your right to work in the U.S.
Desired Qualifications
- 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
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