Relationship Manager

Fortera Credit Union; Nashville (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Fortera Credit Union in Nashville, TN seeks an enthusiastic Relationship Manager to build strong relationships with members, cross-sell products, and manage teller and account-related tasks. You will be the go-to person for member financial needs, helping them find solutions and exceptional service.

The role emphasizes meeting sales and service goals, maintaining high scorecard performance, and representing the credit union in the community.

Qualifications

• High school graduate or equivalent.
• Obtain Financial Counseling Certification (CCUFC) within 1 year.
• NMLS registration or eligibility.
• Fluency in English and Spanish preferred.
• Six months of retail sales experience required; banking experience valued.

Responsibilities

• Meet established sales and service goals.
• Cross-sell credit union products aligned with member needs.
• Open and close accounts; process payroll deductions.
• Answer member questions and resolve account issues.
• Provide teller services and process deposits, withdrawals, and payments.
• Participate in community events to promote the Credit Union.

Skills

Relationship management

Cross-selling

Customer service

Retail sales

Education

High school diploma or equivalent

CCUFC Certification

Job description

Are you a person who loves building connections, creating opportunities, and making a difference? We’re looking for an enthusiastic, motivated Relationship Manager to join our team!

In this role, you’ll be the go-to person for our clients with transaction on loans, new account origination. Alos, you will build strong relationships, understand the members’ needs, and help them find solutions that make their experience exceptional. If you’re positive, proactive, and thrive on turning conversations into meaningful relationships, we’d love to meet you!

What You’ll Do

• Assume responsibility for meeting established sales & service goals.


• Attain a minimum of 85% or higher overall on individual scorecard.


• Actively cross-sell and identify credit union products and services that align with member’s financial needs.


• Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals.


• Assume responsibility for the effective and professional performance of member service functions.


• Present and explain Credit Union services and products to members and assist in meeting their financial needs. Open and close accounts. Order checks for members' accounts. Complete payroll deduction and authorization forms.


• Answer questions and solve problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolve member bookkeeping and account problems. Take stop payment orders.


• Receive and direct members and telephone calls. Respond to inquiries and questions if possible or direct them as necessary.


• Keep members informed of Credit Union products & services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.


• Complete required reports and records accurately and promptly


• Assume responsibility for the efficient, effective, and accurate performance of teller functions.


• Receive share deposits and loan payments.


• Process cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, & stop payments.


• Verify transactions. Monitor deposit amounts and examine documents for endorsement and negotiability. Detect and resolve discrepancies promptly.


• Perform drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned.


• Participate in community and civic events to promote awareness of the Credit Union in the community.

What We’re Looking For

• High school graduate or equivalent.


• Obtains Financial Counseling Certification (CCUFC) within 1 year.


• Must be NMLS Registered or eligible for NMLS licensure.


• Fluency in English and Spanish (oral and written) preferred.

At least six months of retail sales experience is required, while previous banking experience is a plus. Experience or knowledge in financial services, consumer lending, teller operations, or relationship management is highly valued.

Why You’ll love This Role

This is an opportunity to do more than manage accounts—you’ll build relationships, create opportunities, solve problems, and help people succeed. Every day brings new conversations, new challenges, and new opportunities to make an impact.

If you’re energetic, personable, goal-oriented, and ready to grow with a great team, we want to hear from you!

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Please be advised, visa sponsorship is not available for this position.