Relationship Growth Specialist

Elements Financial; Indianapolis (IN); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Additional bonus compensation

Job summary

A financial services provider in Indianapolis seeks a Relationship Growth Specialist to enhance member relationships through targeted outreach and sales strategies. This hybrid role will involve both on-site and remote work responsibilities focused on achieving loan production, credit card adoption, and deposit growth. Ideal candidates will have a strong background in outbound sales, with proven abilities in consultative selling and maintaining member satisfaction. Additional bonus compensation is available in this dynamic position.

Qualifications

• 2+ years of outbound sales or financial services sales experience.
• Demonstrated ability to meet or exceed production goals.
• High level of accountability and self-motivation.
• High level of accountability and self-motivation.
• Comfort working with CRM systems and performance metrics.
• Experience in consumer lending or credit card sales.
• Experience in banking or credit union environments.
• Knowledge of deposit products and relationship banking strategies.
• Demonstrated focus on achieving results.
• Confident and persuasive verbal and written communication skills.
• Proven ability to build and maintain strong relationships.
• Strong organizational skills with a disciplined approach to work.

Responsibilities

• Identify and pursue cross-sell opportunities within existing member relationships.
• Follow up on consumer lending, credit card, HELOC, and mortgage opportunities.
• Proactively contact and convert virtual branch leads.
• Track conversion rates and continuously improve sales effectiveness.
• Meet monthly production targets across loans, deposits, credit cards, and relationships.

Skills

Outbound sales

Consultative selling

Relationship building

CRM systems

Consumer lending knowledge

Credit card sales

Organizational skills

Tools

CRM systems

Job description

This is an exciting opportunity to join our high-growth business development team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading‑edge technology.

Now let's get into this exciting role!

This is a hybrid role that requires some on‑site work (inside our Indianapolis, Indiana office). In addition to the on‑site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success. The Relationship Growth Specialist is a revenue‑generating role responsible for proactively expanding member relationships through outbound engagement and lead conversion. This position supports Elements’ relationship banking strategy by converting virtual branch leads, marketing campaigns, and internal data opportunities into deeper, more profitable member relationships.

The role is accountable for measurable growth results, including loan production, deposit growth, credit card adoption, and increased products per household. Success requires a consultative sales approach, disciplined follow‑up, and a strong focus on positioning Elements as the member’s Primary Financial Institution (PFI).

This is a performance‑driven sales role with clear production expectations, rather than a transactional service position. By converting leads into full‑relationship households and increasing wallet share, the Relationship Growth Specialist helps strengthen Elements’ relationship‑based banking approach, directly supporting revenue growth, member retention, and long‑term organizational success.

You will learn how to be the expert to best serve our members:

• Identify and pursue cross‑sell opportunities within existing member relationships.
• Execute targeted outreach efforts tied to deposit growth, loan growth, and card growth priorities.
• Actively work assigned growth segments (checking‑only, loan‑only, high deposit/no loan, etc.).
• Maintain accurate pipeline management and CRM documentation.
• Track conversion rates and continuously improve sales effectiveness.
• Uphold compliance, underwriting standards, and member experience expectations.

You will make a difference as you live out our purpose:

• Follow up on consumer lending, credit card, HELOC, and mortgage opportunities.
• Promote our High Interest Checking Account as the relationship hub; position members to qualify for relationship tiers.
• Partner with Marketing and Lending to maximize conversion of campaigns and digital engagement.

You will help grow the business:

• Proactively contact and convert virtual branch leads, online applications, and abandoned applications.
• Execute outbound calling efforts aligned with promotional campaigns and growth initiatives.
• Maintain a disciplined daily outbound cadence.
• Target single‑product households to expand engagement.
• Increase credit card penetration and usage.
• Achieve established monthly production targets across loans, deposits, credit cards, and relationship metrics.
• Leverage the following key performance indicators (KPIs) to evaluate success, inform decision‑making, and continuously improve performance.
• Consumer loan dollars funded
• Credit cards opened and balances generated
• Net new deposit balances
• Direct deposits added
• Increase in products per household
• Conversion rate on digital and outbound leads
• Member satisfaction and portfolio quality

You will continue to grow professionally:

• Participate in local and national groups to build and maintain a professional network in the financial industry.
• Stay current with knowledge of compliance, business development, member experience, and industry trends through professional networks, conferences, and reading.
• Participate in appropriate learning opportunities to grow expertise in revenue growth and member retention.
• 2+ years of outbound sales or financial services sales experience.
• Demonstrated ability to meet or exceed production goals.
• Strong consultative selling and objection‑handling skills.
• High level of accountability and self‑motivation.
• Comfort working with CRM systems and performance metrics.
• Experience in consumer lending or credit card sales.
• Experience in banking or credit union environments.
• Knowledge of deposit products and relationship banking strategies.
• Demonstrated focus on achieving results.
• Confident and persuasive verbal and written communication skills.
• Proven ability to build and maintain strong relationships.
• Strong organizational skills with a disciplined approach to work.
• Highly competitive, self‑motivated, and driven to succeed.
• Ability to adapt and perform effectively in a fast‑paced environment.

Additional bonus compensation is earned in this role.