AVP, Relationship Manager

Csod; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Csod is seeking an AVP, Relationship Manager to lead business development and member services promotion within the bank’s membership programs. You will assist in processing applications, administering director elections, and generating department reports.

The role requires strong finance knowledge, excellent communication, and extensive MS Office proficiency. Expect 50-60% travel and collaboration with trade organizations and stakeholders.

Qualifications

• Bachelor's degree in business or related field.
• Seven years related experience in banking or financial services.
• Ability to analyze financial statements and understand finance concepts.
• Effective communication and interpersonal skills to interact with members, coworkers, regulators, and the public.
• Advanced knowledge of Microsoft Office tools.
• Commitment to fostering diversity and inclusive teamwork.

Responsibilities

• Conduct marketing visits with assigned accounts to promote member services.
• Recruit eligible non-member institutions for membership and conduct orientation meetings.
• Process membership applications with accuracy, including financial data calculations.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Travel readiness

Education

Bachelor's degree in business

MBA degree a plus

Tools

Microsoft Office

Job description

AVP, Relationship Manager

General Summary:

Participates in the promotion and business development of the Bank's membership and memberservices activity. Assists in theprocessing of membership applications, the administration of directorelections, and the production of department related reports and specialassignments.

Principal Duties and Responsibilities:

• Conducts marketing visits with assigned accounts to promote expanded use of all member services. Recruits eligible non-member institutions for membership and conducts orientation meetings with newly approved members. Represents the Bank at trade association and other industry meetings.
• Assists and directs the work of staff in the processing of membership applications.Reviews applications for accuracy and completeness, performs financial data calculations and ratios, and performs other duties relevant to the department's membership application responsibilities.
• Assists in the coordination and administration of the director elections. Responsibilities include but are not limited to preparing correspondence with members and candidates, maintaining related data and spreadsheets, counting ballots, and preparing election results reports and communications.
• Represents and establishes good working relationships with various trade organizations for participation in their events and conventions.
• Prepares various marketing management reports including marketing dashboards related to member activity.
• Attends and assists in the coordination of regional stockholder meetings, and member educational workshops and seminars.
• Prepares white papers regarding competitive landscape and Advance product usage.
• Represents and establishes good working relationships with various trade organizations for participation in their events and conventions.
• Performs special assignments and projects related to departmental duties and responsibilities.

Minimum Knowledge, Skills and Abilities Required:

• Knowledge at a level normally acquired through completion of a Bachelor's Degree in business. MBA degree a plus.
• Seven years related experience in banking or the financial services industry.
• Ability to understand and analyze financial statements and possess a strong understanding of finance and accounting concepts and terminology.
• Effective communication and interpersonal skills necessary to interact with members, co-workers, regulatory agencies, and the public. Ability to handle sensitive and confidential information.
• Advanced knowledge of Microsoft Office technology software.
• Demonstrated commitment to working with a variety of backgrounds and perspectives. Foster a welcoming and supportive atmosphere by encouraging open communication, valuing different perspectives, and ensuring all team members feel respected and engaged in their roles.

Working Conditions:

Flexibility in working outside normal business hours. Approximately 50-60% travel required.