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Premier Banking Relationship Manager

2 months ago

Austin, Texas, United States University Federal Credit Union Full time
Job Summary

The Premier Banking Relationship Manager (PBRM) manages the full lifecycle of affluent member relationships in alignment with UFCU Wealth Management team goals and objectives, and in accordance with regulatory guidelines and policies, including needs assessment and fulfilling requests related to accounts, loans, financial education, and other services. The PBRM manages members' complete financial needs and serves as the UFCU primary point of contact as needs change. This role is community-minded and serves or is willing to serve on non-profit and/or industry-related organizations. The PBRM proactively retains and acquires affluent and high net worth members, and retains/deepens existing relationships, through outreach and pre-planned appointments.

The Premier Banking Relationship Manager reports to Manager, Investment Services.

Essential Functions
  • Identify client needs and goals for business, investment services, mortgage, and insurance services, and partner closely with peers in Business Services, Investment Services, Mortgage, and Insurance Services to best meet the previously identified needs and goals, consistent with members' overall financial circumstances and goals.
  • Utilize tools and process to capture pertinent information directly from members and identify areas to provide financial solutions through various life stages.
  • Exercise independent judgment and discretion in managing client relationships through regular meetings to review goals, provide advice regarding banking services, and options to meet changing circumstances.
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and help members achieve financial success.
  • Manage incoming inquiries from members, prospects, partners, and branch staff; work leads to assess needs.
  • Execute business development activities, including making outreach calls with affluent and high net worth members and business centers of influence within UFCU footprint.
  • Study and test for additional licenses (Series 7 and Series 66) once the minimum licensing requirements are met; proactively keep current on developing market and regulatory trends and guidelines.
Other
  • Adhere to all company policies, procedures and business ethics codes.
  • Complete required regulatory training as assigned.
  • Maintain strict adherence to and compliance to all laws, rules, regulations and internal controls specific to the role.
Knowledge/Skills/Abilities

Knowledge
  • Thorough knowledge of all consumer/business deposit solutions, lending solutions, and ancillary products and services.
  • Thorough knowledge of sales and service process/tools to aid in learning more about the member and uncovering ways to help them achieve their financial goals.
  • Extensive knowledge and use of customer relationship management system to capture member information and enhance the member experience.
Skills
  • Excellent people and relationship skills, with an employee/member service mentality, and a high degree of authenticity, integrity, accountability, and emotional intelligence.
  • Excellent relationship building, networking, planning, negotiation, analytical, problem-solving, and critical thinking skills.
  • Excellent business development skills, including networking and outreach to build relationships with members.
  • Excellent project and planning management skills.
  • Advanced written, verbal, interpersonal, active listening, collaborative, and presentation communication skills, with the ability to communicate effectively with a variety of internal and external partners and stakeholders.
  • Strong Microsoft Office skills, including Microsoft Word and Excel.
  • Strong organization and time management skills, with the ability to prioritize with a positive and solution-oriented mindset.
Abilities
  • Natural affinity to grow and nurture new and existing relationships.
  • Demonstrated ability to be service-focused and portray positive energy and professionalism to project a positive image as a representative of the Credit Union.
  • Demonstrated ability to provide high touch, quality service surrounding UFCU's values.
  • Demonstrated ability to develop and maintain effective relationships across all levels of the organization and with diverse groups.
  • Ability to work both independently and with others.
  • Facilitative and collaborative team member, with openness to ideas and feedback from others.
  • Ability to use good judgment and decision-making skills.
  • Ability to be self-motivated, with critical attention to detail, deadlines, and reporting.
  • Ability to meet deadlines and handle sensitive and pressured situations.
  • Proven ability in solving problems and researching issues with minimal guidance.
  • Strong attention to detail and ability to complete tasks with accuracy.
Competencies
  • Adaptability
  • Building Member Loyalty
  • Building Partnerships
  • Communication
  • Emotional Intelligence
  • Focus on Results
  • Influence
Experience

Minimum Requirements
  • Minimum of five (5) years of experience in affluent member service building relationships and providing financial solutions to meet needs and achieve financial goals.
  • Business development experience
  • Experience working in a financial institution
  • Thorough knowledge of and experience with consumer lending
  • Experience working in a team environment working with internal and external partners to better help achieve member financial success.
  • Currently hold active licenses - SIE, series 7, series 66 and life and health insurance
  • Must be bondable
Preferred Requirements
  • Bachelor's degree
Physical Demands

The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Frequent
  • While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
  • Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
  • Make extensive use of the telephone and/or virtual communications platforms to communicate confidential information, requiring accurate perception of speech and clear speaking abilities.
Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.
  • This position may involve limited interaction under stressful conditions.
  • This position requires working frequently from UFCU Plaza in Austin, Texas.
  • May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
  • May involve working from the office and/or home.
  • Public contact position, requiring appropriate professional apparel.
  • Frequent computer use at a workstation of up to two hours at a time.
  • The noise level in the work environment is usually quiet.
  • Local travel to meet with members and prospects, attend events, and inspect properties.
INDUFCU

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)