Relationship Manager

Saige Partners

Job Description

We strive to be Your Future, Your Solution to accelerate your career!
Contact Dani Edgington at View email address on click.appcast.io to learn more about this opportunity!
Job Title: Relationship Manager

Location: Waterloo, IA

Overview

The Relationship Manager plays a critical role in driving member growth, satisfaction, and long-term engagement. This position blends sales, relationship management, and financial guidance to deliver seamless, high-quality member experiences. Relationship Managers actively promote a full suite of financial products-including loans, deposit accounts, mortgages, and investment services-while helping members achieve their financial goals.

Key Responsibilities

Member Growth & Engagement

Drive new member acquisition and expand existing member relationships
Grow loan and deposit portfolios while increasing share-of-wallet
Deliver exceptional service aligned with top industry satisfaction benchmarks

Financial Guidance & Sales

Provide personalized financial advice and solutions based on member needs
Meet and exceed sales goals, including checking accounts, product penetration, and loan/deposit targets
Conduct outreach campaigns and guide members through financial solutions that improve their financial well-being

Relationship Building & Networking

Build strong relationships with members, community partners, and internal stakeholders
Develop referral networks through networking, social media, and community engagement
Deliver presentations to members, prospects, and partner organizations (in-person and virtual)

Problem Solving & Member Support

Identify member needs through consultative conversations
Resolve issues efficiently, ensuring a low-effort, high-impact experience
Provide onboarding and ongoing support to enhance financial literacy and engagement

Operations & Compliance

Support branch/office operations as needed (cash handling, reconciliations, record retention, security)
Ensure compliance with all applicable regulations (e.g., Reg CC, BSA, OFAC, CIP)
Maintain professionalism in workspace, appearance, and member interactions

Qualifications

Required Skills & Abilities

Strong sales, relationship-building, and communication skills
Ability to manage multiple priorities in a fast-paced environment
Analytical mindset with comfort applying basic financial and mathematical concepts
Experience using CRM systems and financial service tools
Confidence presenting to individuals and groups

Knowledge Of

Consumer financial needs and financial wellness strategies
Banking/credit union products and services, including digital banking tools

Education & Experience

Bachelor's degree preferred or 7+ years of relevant experience in financial services, sales, or relationship management
Proficiency with Microsoft Office 365

Certifications & Requirements

Ability to become bondable
Acceptable credit history
Ability to meet SAFE Act requirements and obtain/maintain NMLS registration

What Success Looks Like

Consistently achieving or exceeding sales and portfolio growth goals
Maintaining member satisfaction scores in the top quartile of the industry
Building a strong referral network and deep community relationships
Delivering measurable financial value to members through tailored solutions

Meet Your Recruiter

Dani Edgington

Apply

Vacancy posted 1 day ago

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