Relationship Manager

Location:Waterloo IA

The Relationship Manager plays a critical role in driving member growth satisfaction and long-term engagement. This position blends sales relationship management and financial guidance to deliver seamless high-quality member experiences. Relationship Managers actively promote a full suite of financial productsincluding loans deposit accounts mortgages and investment serviceswhile helping members achieve their financial goals.

Member Growth & Engagement

• Drive new member acquisition and expand existing member relationships
• Grow loan and deposit portfolios while increasing share-of-wallet
• Deliver exceptional service aligned with top industry satisfaction benchmarks

Financial Guidance & Sales

• Provide personalized financial advice and solutions based on member needs
• Meet and exceed sales goals including checking accounts product penetration and loan/deposit targets
• Conduct outreach campaigns and guide members through financial solutions that improve their financial well-being

Relationship Building & Networking

• Build strong relationships with members community partners and internal stakeholders
• Develop referral networks through networking social media and community engagement
• Deliver presentations to members prospects and partner organizations (in-person and virtual)

Problem Solving & Member Support

• Identify member needs through consultative conversations
• Resolve issues efficiently ensuring a low-effort high-impact experience
• Provide onboarding and ongoing support to enhance financial literacy and engagement

Operations & Compliance

• Support branch/office operations as needed (cash handling reconciliations record retention security)
• Ensure compliance with all applicable regulations (e.g. Reg CC BSA OFAC CIP)
• Maintain professionalism in workspace appearance and member interactions

Required Skills & Abilities

• Strong sales relationship-building and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Analytical mindset with comfort applying basic financial and mathematical concepts
• Experience using CRM systems and financial service tools
• Confidence presenting to individuals and groups

Knowledge Of

• Consumer financial needs and financial wellness strategies
• Banking/credit union products and services including digital banking tools

• Bachelors degree preferred or 7 years of relevant experience in financial services sales or relationship management
• Proficiency with Microsoft Office 365

• Ability to become bondable
• Acceptable credit history
• Ability to meet SAFE Act requirements and obtain/maintain NMLS registration

• Consistently achieving or exceeding sales and portfolio growth goals
• Maintaining member satisfaction scores in the top quartile of the industry
• Building a strong referral network and deep community relationships
• Delivering measurable financial value to members through tailored solutions