SEG Relationship Manager (West)

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Position Summary

As a SEG Relationship Manager in the credit union industry the focus is to lead efforts in managing and growing a portfolio of Premier Partners (Select Employee Groups - SEGs). Develop new business relationships with both current and prospective Premier Partners as well as local businesses. Additionally the SEG relationship manager will conduct market research evaluate competitors and craft strategies to increase Wellbys brand awareness and drive sales.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Researches identifies and pursues new Select Employer Groups SEGs (150 employees) to add the Field of Membership (FOM).

• Conducts cold calls to target and secure meetings and proposals for new opportunities.

• Utilize CRM and department calendar to track engagements contacts and outreach efforts.

• Identifies key SEGs with the FOM and schedules activities to generate memberships and product usage.

• Maintains frequent contact with targeted member base to expand member relationships ensure member retention and meet financial goals and objectives.

• Coordinates with Retail Branch locations for planned SEG visits and prospecting efforts.

• Maintains relationships by ensuring the Wellby Financial SEGs and business partners have appropriate marketing materials campaign information and financial information to promote the Wellby Financial to their employees.

• Collaborate with internal departments to provide SEG clients with tailored financial solutions

• Identifies opportunities to increase senior-level involvement in business development activities.

• Represents Wellby Financial during community projects and at public social and business gatherings.

• Ability to work outside of business hours when needed for events.

• Prepare and present reports on SEG portfolio performance to senior leadership

• Continuously scan the financial and corporate wellness environment for emerging trends best practices and opportunities.

• Manage business development representatives through a structured lead generation process with a focus on data driven KPIs (number of leads sequenced calls meetings and sales qualified opportunities)

• Create coaching and development plans to help increase productivity

• Foster a performance culture to deliver positive outcomes across the organization

• Performs other duties as assigned.

Knowledge Skills and Abilities (KSA)

• Knowledge of Wellbys organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures business English spelling and punctuation.

• Knowledge of personal computer utilizing Microsoft Office Suite.

• Skilled in delivering engaging presentation and facilitating discussions.

• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding machines.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to work collaboratively and openly share ideas as part of a cross-functional team.

• Ability to initiate develop and maintain strong effective relationships.

• Ability to work effectively across organizational departments and functions to achieve strategic goals.

• Ability to work in a fast-paced team environment with exceptional customer service skills.

• Ability to communicate clearly and concisely orally and in writing.

• Ability to motivate others and to work in a large cross-functional team dynamic.

• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

• Team member does not supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a number of routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated integrated and/or prioritized.

• Courses of action are determined by established procedures and/or the Vice President Community & Development.

• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing reaching and grasping operating computers and other office equipment moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• Must be able to stand or sit for prolonged periods

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled heated lighted and ventilated.

Minimum Qualifications

• Bachelors degree in marketing communications or related field required.

• A minimum of five (5) years related business development experience required.

• Equivalent combination of education and experience may substitute for stated qualifications.

• A valid Texas drivers license must be obtained within 30 days of the hire date

• Experience with financial services and products.

• Experience marketing business-to-consumer (B2C) and business-to-business (B2B) preferred.

• Bondable

For All Candidates:

This is a Full-time Salary (exempt) role Emergency Classification: Non-essential

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law click here forEnglish/Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the Company.