Member Growth & Financial Guidance Lead (Hybrid/Remote)

Empeople Credit Union

Waterloo (IA)

On-site

USD 50,000 - 75,000

Full time

3 days ago

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Job summary

Empeople Credit Union in Waterloo, IA seeks a Relationship Manager who leverages sales and relationship-building expertise to attract and retain members. You will guide financial decisions, manage lending activities, resolve issues, and drive engagement across Empeople’s suite of products in a fast-paced member-focused environment.

This role requires presenting to groups, collaborating with partners, using CRM tools, and delivering compliant, high-quality service while supporting branch and

Qualifications

Bachelor's degree or 7+ years of relevant financial guidance/relationship-building experience.
Proficiency with Office 365 software is required.
Ability to engage groups and present to audiences of varying sizes.
Experience using CRM systems to manage member interactions.

Responsibilities

Grow member portfolios in loans and deposits, and increase share-of-wallet.
Maintain member satisfaction scores in the top quartile of industry benchmarks.
Provide ongoing financial guidance and tailored solutions for members.
Meet sales targets across checking, services per household, and product penetration.
Lead targeted outreach and cross-sell to members, with compliant processes.

Skills

Sales

Relationship management

CRM systems

Office 365

Public speaking

Education

Bachelor’s degree (finance/business)

7+ years applicable experience

Tools

CRM software

Office 365

Job description

This role requires presenting to groups, collaborating with partners, using CRM tools, and delivering compliant, high-quality service while supporting branch and

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