Relationship Manager

Saigepartners; Waterloo (IA); On-site; USD 45,000 - 75,000; Full time

Job summary

Saigepartners in Waterloo, IA seeks a Relationship Manager to drive member growth, deliver personalized financial guidance, and enhance engagement across loans, deposits, and investments. The role blends sales with advisory services to support members’ financial goals.

Responsibilities include expanding portfolios, building partnerships, and delivering presentations to diverse audiences, while maintaining regulatory compliance and high service standards.

Qualifications

• Bachelor’s degree preferred or 7+ years of relevant experience in financial services, sales, or relationship management.
• Familiarity with CRM systems and Microsoft Office 365.
• Strong sales, communication, and relationship-building abilities.

Responsibilities

• Drive new member growth and expand existing member relationships.
• Provide personalized financial advice and solutions based on member needs.
• Build relationships with members, community partners, and internal stakeholders and deliver presentations.
• Deliver presentations to members, prospects, and partner organizations (in-person and virtual).
• Ensure compliance with applicable regulations and provide onboarding support to enhance financial literacy.

Skills

Sales & relationship

Prioritization

Analytical mindset

CRM experience

Public presentation

Financial wellness knowledge

Banking products

Education

Bachelor’s degree preferred

Tools

CRM systems

Financial service tools

Job description

Job Title: Relationship Manager Location: Waterloo, IA

Overview

The Relationship Manager plays a critical role in driving member growth, satisfaction, and long-term engagement. This position blends sales, relationship management, and financial guidance to deliver seamless, high-quality member experiences. Relationship Managers actively promote a full suite of financial products—including loans, deposit accounts, mortgages, and investment services—while helping members achieve their financial goals.

Key Responsibilities

Member Growth & Engagement

• Drive new member acquisition and expand existing member relationships
• Grow loan and deposit portfolios while increasing share-of-wallet
• Deliver exceptional service aligned with top industry satisfaction benchmarks

Financial Guidance & Sales

• Provide personalized financial advice and solutions based on member needs
• Meet and exceed sales goals, including checking accounts, product penetration, and loan/deposit targets
• Conduct outreach campaigns and guide members through financial solutions that improve their financial well-being

Relationship Building & Networking

• Build strong relationships with members, community partners, and internal stakeholders
• Develop referral networks through networking, social media, and community engagement
• Deliver presentations to members, prospects, and partner organizations (in-person and virtual)

Problem Solving & Member Support

• Identify member needs through consultative conversations
• Resolve issues efficiently, ensuring a low-effort, high-impact experience
• Provide onboarding and ongoing support to enhance financial literacy and engagement

Operations & Compliance

• Support branch/office operations as needed (cash handling, reconciliations, record retention, security)
• Ensure compliance with all applicable regulations (e.g., Reg CC, BSA, OFAC, CIP)
• Maintain professionalism in workspace, appearance, and member interactions

Qualifications

Required Skills & Abilities

• Strong sales, relationship-building, and communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Analytical mindset with comfort applying basic financial and mathematical concepts
• Experience using CRM systems and financial service tools
• Confidence presenting to individuals and groups
• Knowledge Of Consumer financial needs and financial wellness strategies
• Banking/credit union products and services, including digital banking tools

Education & Experience

• Bachelor’s degree preferred or 7+ years of relevant experience in financial services, sales, or relationship management
• Proficiency with Microsoft Office 365

Certifications & Requirements

• Ability to become bondable
• Acceptable credit history
• Ability to meet SAFE Act requirements and obtain/maintain NMLS registration

What Success Looks Like

• Consistently achieving or exceeding sales and portfolio growth goals
• Maintaining member satisfaction scores in the top quartile of the industry
• Building a strong referral network and deep community relationships
• Delivering measurable financial value to members through tailored solutions