Relationship Manager\Officer - Berks County (PC 635)

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At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Company Perks: Quick Reference

• Competitive compensation with career growth opportunities, job security, annual increases and bonus potential
• Nationally recognized 401K with up to 10% company match that helps you prepare for your future
• A multitude of benefits and incentives to stay mentally and physically healthy
• Associate Tuition Assistance – WE may help cover the cost for your continuing education courses or degree
• Affordable cost sharing arrangement for three different medical plans, dental plan and vision plan
• 11 paid holidays and plenty of paid time off for life, vacations, staycations, and rest
• WE commit to providing a healthy work/life balance – to support all the other parts of life that are important to you
• WE cover visits to our confidential Employee Assistant Program for many difficult situations that life may throw your way
• With faM1ly always in our forefront, we offer Paid Parental Leave (for both mothers and fathers) to help support your time off to bond with your new child
• Make an impact through volunteering with one of our local charities or enjoy networking with our members at a local community event
• WE provide a strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities
• Opportunities to plan events, enhance recognition programs, network, and connect with other associates (both virtually and in-person) by joining or leading one of our four established Associate Resources Groups (ARGs)
  • Women in Leadership
  • Diversity, Inclusion and Belonging
  • Care Connections
  • PEER (Peer Experience, Engagement and Recognition)
• Mandatory fun? Yes, please. Enjoy team building, special events, and our faM1ly atmosphere
• Join a company that grows with you – personally and professionally

OVERVIEW:

The purpose of the Relationship Manager/Officer is to develop business for the credit union's products and services to members and prospects through a consultative sales culture. This position is responsible for acting as a pivotal point-of-contact, ensuring member awareness of available financial products and services, meeting financial goals that are established on an annual basis and working to achieve the organization's business development goals by generating revenue for the credit union. A significant degree of creativity, data analysis and problem-solving skills are required in order to solve a wide variety of issues that may arise.

With limited budgetary responsibility, the Relationship Manager/Officer supports strategic and annual business planning, engages in the community, leads the delivery of products and services, supports new product and service development and ensures compliance with regulatory agency and credit union standards. This position has very limited supervision of work and identifies, develops and fosters significant member relationships and enhances the image of the credit union through involvement in the community.  In addition, the Relationship Manager/Officer interacts with member to ensure needs are being met in a professional manner and communicates member feedback to assist in the execution of new product delivery and understands applicable operating standards and provides periodic compliance reporting.

This is a 100% remote opportunity that may require you to attend in-person member meetings at a local branch or attend events within your assigned region. 

EDUCATION:

• General and business knowledge equivalent to a bachelor’s degree

EXPERIENCE:

• 2-4 years of progressive business development and financial services experience

SKILLS:

• Decision making requires analytical, independent judgment and ingenuity with significant discretion on daily operational decisions

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact

• Strong communication and interpersonal skills to effectively deal with members, management and other credit union personnel

• Knowledge of lending theory, industry practice and Members 1st policies

• In-depth knowledge of the economic climate of communities served

PREFERENCES:

• None

CORE COMPETENCIES:

• Effective Knowledge

• Accountability and self-management

• Teamwork and leadership

• Communication

• Innovation and problem-solving

WORKING CONDITIONS/PHYSICAL DEMANDS:

• Ability to communicate effectively in English, both orally and in writing

• Ability to receive information and hear sounds at normal speaking levels under normal conditions within all member and prospect interactions

• Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading

• Sufficient manual skill for operation of PC keyboard and other standard office equipment.

• Ability to stand or sit for extended time periods

• Ability to work extended evening and weekend hours and to travel to other locations to provide extended hours coverage

• Ability to exert minimum amounts of force up to 25 pounds often to lift, carry, push, pull or move objects

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