Relationship Manager: Grow Members & Financial Impact

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

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.