Retail Relationship Manager - Community Development - Metro ATL

Mycenterparc; Atlanta (GA); On-site; USD 65,000 - 65,001; Full time

Benefits offered by this job

Medical coverage

Dental

Vision

Paid time off

401k with match

Long-term disability

Short-term disability

Company holidays

Job summary

Center Parc Credit Union in Atlanta, GA is seeking a Retail Relationship Manager to develop and expand retail member relationships across the metro area. The role focuses on prospecting, networking, and forming partnerships to grow deposits and memberships.

You will identify opportunities, engage with area COIs, and collaborate with branch managers and the business development team to onboard new members and deliver tailored financial solutions.

Qualifications

• Bachelor's degree in finance, accounting, business accounting, or related field (or 2 additional years of work experience).
• 3+ years of outside prospecting and sales activities.
• 3+ years of needs‑based consultative sales experience.
• Proficiency with Microsoft Office suite.

Responsibilities

• Develop and expand retail member relationships and growth in the metro Atlanta area.
• Engage in prospecting, pipeline management, and networking to acquire new members and deposits.
• Collaborate with branch managers and the business development team to onboard new members and deliver financial solutions.

Skills

Prospecting

Sales

Customer relationships

MS Office

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retail Relationship Manager - Community Development - Metro ATL

2 days ago Requisition ID: 1869

Salary Range: $65,000.00 To $65,000.01 Annually

GREAT opportunity for someone who thrives on building relationships, driving growth, and making a real impact in the community! Seeking past experience with a Credit Union, Bank, or related financial institution engaging in prospecting, networking, connecting with people, and developing partnerships to grow the credit union! This Retail Relationship Manager will work out of our Headquarter location at 400 Porsche Ave, Atlanta, GA 30354 and develop relationships in the metro Atlanta market.

Title: Retail Relationship Manager

Position Status – Full Time exempt

Reports To: AVP Retail Growth and Development

Pay Information: $65,000 + Commission

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long‑term disability, short term disability, and company paid holidays.

Purpose

The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Retail Relationship Manager (RMM) is responsible for the development, oversight, and expansion of retail member relationships and member growth within an assigned geographical area. They engage in contact and follow up activities, pipeline management, sales calls, and other initiative‑taking activities to acquire new retail members and contribute to deposit growth.

Essential Duties and Responsibilities

• Adhere to and deliver on CPCU's core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
• Identify and acquire new retail members through prospecting, pipeline management, referral resources, community engagement, planned calling activities, and both in person and telephone outreach efforts.
• Develop and maintain a network of local market Centers of Influence (COI) contacts.
• Work collaboratively with APCU/Center Parc Business Relationship managers to acquire retail members by offering credit union membership to the employees of businesses for which the Business Relationship Managers have obtained a business membership.
• Engage with key decision makers to discover their business needs; proactively identify and successfully convert sales opportunities through needs‑based conversations.
• Maintain awareness and focus on the strategic initiatives of the credit union and engage in activities that are likely to result in the furtherance or achievement of strategic objectives around growth and increased membership.
• Partner with internal stakeholders and functional support areas whenever collaboration is needed to ensure flawless onboarding of new members or a concentrated number of new members in one facility or location.
• Collaborate with branch managers with the assigned territory and with the resources of the member development department to avoid duplicity of activities and to identify whether a hand‑off to the RMM would be appropriate or feasible.
• Offer appropriate products and services and guidance aimed at enabling prospective members to achieve their financial goals and meet their present and future financial needs.
• Facilitate the ability for the retail members to speak with internal business partners for resolution of inquiries and concerns that cannot be resolved by yourself.
• Complete member relationship‑building assignments, such as follow up calls, pre‑determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
• Maintain up to date product knowledge; have a full understanding of the features and benefits of the related products and services offered by the credit union.
• Maintain knowledge of diverse types of financial and economic concepts, membership geographic areas approved for APCY/Center Parc, and market segments that have been identified as part of the credit union’s strategy.
• Effectively use written and oral communication skills in daily correspondence and completion of tasks, interactions with members, staff, vendors, and regulators.
• Consistently communicate a positive and clear message around the credit union’s strategic goals, objectives, and delivery of quality services to members.
• Comply with all aspects of BSA/AML, OFAC, NCUA regulations as they relate to this position.
• Demonstrate attention to detail, advanced analytical skills, and drive for results.
• Adhere to high ethics and accountability in all member conversations and product recommendations.
• Other duties as assigned.

Supervisory Responsibilities

No direct reports. May manage day‑to‑day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED Education and/or Experience

• A bachelor’s degree in finance, accounting, business accounting, or related field or 2 additional years of specific work experience in lieu of degree.
• 3 or more years of relative experience using a needs‑based consultative sales structure.
• 3 or more years of engagement in outside prospecting and sales activities.
• Microsoft Office software proficiency.

PREFFERED Education and/or Experience

• A well‑developed capability to analyze business financial statements.
• Working knowledge of retail banking services and product offerings.
• 3 years specific B2C sales experience in a credit union.

Physical Job Requirements

Subject to business needs, the position may require non‑standard work hours (occasional evenings and/or occasional weekends), overnight travel less than 10%, and the ability to lift and carry weights of 5 to 20 pounds. Must be able to sit, stand, bend, or stoop as needed and the ability to interact with people in writing, over the phone, and in person as required. Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and its policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.