Private Relationship Manager

Northwest FCU
Herndon, VA
Feb 14, 2019
Feb 15, 2019
Full Time
Requisition Number Post Date Title Private Relationship Manager City Herndon State VA Description ABOUT THIS ROLE The NWFCU Private Relationship Manager is a business development role and serves as a trusted professional advisor dedicated to affluent Members and Members requiring tailored solutions strategies and concierge level service to meet their financial needs In this role the Private Relationship Manager will oversee build and maintain positive relationships with our Members and Partners across the organization A primary focus of the Private Relationship Manager is to proactively advocate for affluent Members by developing strong relationships with NWFCU Internal Partners such as NWCM Advisors Commercial Banking SEG Managers and Branch staff As a Private Relationship Manager you will serve as the main point of contact for a portfolio of NWFCU Members who maintain a large aggregate deposit balance You will manage their banking relationship across the company utilizing a proactive and disciplined approach to generate growth in their deposit balances lending products and other products services and solutions that meet their financial needs In addition to an assigned existing Member portfolio you will work to acquire New Members by actively soliciting referrals developing internal and external sources and serving as a representative for NWFCU at corporate and community events The optimal candidate for this role is someone who is highly competitive goal oriented and can sustain high level of trust and relationship based engagement via phone emails in person meetings and presentations The successful Private Relationship Manager will be someone who is proactive has a strong bias to action has strong interpersonal and communication skills is adept at overcoming objections and values deepening relationships with our Members DUTIES RESPONSIBILITIES Implement strategies to grow deposits loans and other financial services in assigned Member portfolio Generate leads and develop prospects network to identify referrals to new Members Prospects Serve as the Member s advocate and Trusted Advisor primary contact for strategic advice on financial matters Create organize and implement strategies designed to deepen relationships with existing members Partner with internal specialists Advisors SEG Managers Mortgage Officers Branch Managers and Business Relationship Managers to connect members to experts who can help them with specialized financial needs Provide concierge level service by ensuring all member inquiries and problems are handled effectively and resolved promptly to ensure expectations are consistently exceeded Oversee and ensure new Private Banking members are on boarded with appropriate levels of personal attention Track and capture all member activity sale and prospecting activity events etc in CRM or other reporting systems Actively participate in NWFCU events functions presentations etc to bring visibility to the Private Banking role and promote the Credit Union and an integral member of the community Develop financial expertise with the Credit Union s products and services to ensure a superior service experience for the member SUPERVISORY RESPONSIBILITIES There are no Supervisory Responsibilities Requirements REQUIREMENTS Desired Qualifications Demonstrated success using a value added relationship oriented approach to acquire and deepening member relationships Experience cultivating relationships with affluent members is strongly preferred High motivation with ability to successfully meet team objectives while maintaining individual performance Minimum of five years in Retail Banking sales or equivalent experience in financial services with verifiable success in new member acquisition cultivating and maintaining member relationship and revenue generation Experience identifying additional opportunities to recommend products and services to members Experience mentoring and educating other branch team members for referral leads Maintaining building affluent members book of business Business development experience Credit experience Position Requirements Bachelor s degree in business or a related field plus five to eight years of similar related experience including sales and service WORK ENVIRONMENT Advanced computer experience required Demonstrated working knowledge of Microsoft Excel PowerPoint Word programs required Uses workplace tools technology or personal methods to keep track of priorities and assignments Good communication skills including speaking clearly succinctly and accurately while using a pleasant tone and common conversational courtesies Ability to stand or sit for long periods of time kneel crouch stoop hear and talk Raise lower or transport an object from one level to another a up to pounds Regular travel between Credit Union locations member businesses and other events required Equal Opportunity Employer Protected Veterans Individuals with Disabilities Please view Equal Employment Opportunity Posters provided by OFCCP here The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is a in response to a formal complaint or charge b in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or c consistent with the contractor s legal duty to furnish information CFR c Apply Online Send This Job to a Friend checkbook Need to make a loan payment Click for payment options Make a Loan Payment money Loans for every need Low rates flexible terms Apply for a 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