Relationship Manager

1 month ago


Irwindale, California, United States SCE Federal Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Relationship Manager to join our team at SCE Federal Credit Union. As a Relationship Manager, you will be responsible for delivering exceptional service to our members through all forms of communication, including phone calls, text messages, video calls, and emails.

You will be the primary point of contact for our members, providing support with account opening, onboarding, and member engagement. Your goal will be to build lasting relationships with our members, understand their needs, and provide personalized solutions to meet their financial goals.

This is a full-time position that requires a strong work ethic, excellent communication skills, and the ability to work independently with minimal supervision.

Key Responsibilities
  1. Assist Business Development and Social Impact teams with account opening and onboarding.
  2. Work with a book of business that includes Business Development, Social Impact, and virtual accounts.
  3. Use scripts/templates to make outbound calls, texts, and emails to support onboarding, member engagement, and member retention.
  4. Act as a member advocate, resolving account service issues and connecting with experts as needed.
  5. Enter data and detailed notes for every piece of communication with members.
  6. Attend events with BD and SI Teams when necessary and assist other departments with member service or engagement.
Requirements
  • Minimum two years of financial services or related experience in a fast-paced, customer service environment.
  • Comprehensive knowledge of financial products and services, including 3rd party offerings.
  • High school diploma or general education degree (GED).
  • Strong conflict resolution and interpersonal skills, with the ability to build lasting relationships with members.
  • Bilingual (English/Spanish) skills desired.
Working Conditions

This position requires the ability to work independently with minimal supervision, with occasional collaboration with team members. The physical demands of this position include performing primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.

The ideal candidate will be a team player with excellent communication skills, a strong work ethic, and the ability to work effectively in a fast-paced environment.



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