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Relationship Manager
2 months ago
At Federal Home Loan Bank of San Francisco, we are seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our members, providing them with exceptional client service, and identifying opportunities to deliver financial solutions that meet their needs.
Key Responsibilities:- Provide exceptional client service to our members by serving as a trusted advisor and identifying their needs to develop and deliver the best solutions.
- Accountable for closed-loop status, information, and communications, including onboarding, implementation, issue resolution, and general member inquiries.
- Develop and enhance current member relationships by executing on our annual sales strategy and quarterly account planning.
- Acquire, develop, and activate new members within the territory by leveraging business intelligence and executing on a quarterly sales strategy.
- Partner with the Business Intelligence team to build a targeted and prescriptive approach to activate new members and build opportunities for existing members.
- Develop and maintain relationships among the Bank's current members and prospects by participating in member events and on-site or virtual meetings.
- Build your knowledge continuously through collaborative internal sharing and participating in formal ongoing education and development opportunities.
- Bachelor's Degree in Finance, Marketing, or Accounting with credit hours in all three disciplines, or equivalent work experience.
- Minimum five years of broad-based financial experience in marketing complex financial products, financial management, or treasury management.
- Thorough understanding of mortgage securities, mortgage finance, and financial products such as interest rate swaps, caps, floors, commercial paper, financial futures, financial options, repurchase agreements, bonds, discount notes, and federal funds.
- Excellent financial acumen and analytical skills with the ability to identify and recommend solutions that will enhance the financial health and well-being of our members and the community they serve.
We offer a competitive salary range of $220K - $240K, annual incentive award opportunities, retirement benefits, and a range of health and welfare benefits. We are committed to offering all team members challenging and engaging work with market-competitive pay and benefits.
