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Job Title: Relationship Manager

Location: Waterloo, IA

Overview

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 products—including loans, deposit accounts, mortgages, and investment services—while helping members achieve their financial goals.

Key Responsibilities

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

Qualifications

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

Education & Experience

• Bachelor’s degree preferred or 7+ years of relevant experience in financial services, sales, or relationship management
• Proficiency with Microsoft Office 365

Certifications & Requirements

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

What Success Looks Like

• 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