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Relationship Manager
2 months ago
As a key member of our team, the Relationship Manager will be responsible for ensuring the successful management and execution of our relationships with a portfolio of small, medium, and large members. This includes direct and indirect responsibilities, such as identifying, developing, and optimizing the delivery of financial solutions within a geographic footprint of accounts.
Key Responsibilities:- Provide exceptional client service to our members by serving as a trusted advisor who is knowledgeable in aspects of a client's business and can identify and articulate a client's needs.
- Accountable for closed-loop status, information, and communications that includes 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.
- 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, as well as a comprehensive benefits package and opportunities for professional growth and development.
The Federal Home Loan Bank of San Francisco is an Equal Employment Opportunity employer and is committed to a diverse workforce. We value and actively seek to recruit, develop, and retain individuals with varied backgrounds and experiences reflecting the full diversity of the communities that we serve.
