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: Fargo, ND 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
Contact Dani Edgington at View email address on click.appcast.io to learn more about this opportunity!
Job Title: Relationship Manager Location: Fargo, ND 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
- 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
- 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)
- 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
- 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
- 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
- Consumer financial needs and financial wellness strategies
- Banking/credit union products and services, including digital banking tools
- Bachelor's degree preferred or 7+ years of relevant experience in financial services, sales, or relationship management
- Proficiency with Microsoft Office 365
- Ability to become bondable
- Acceptable credit history
- Ability to meet SAFE Act requirements and obtain/maintain NMLS registration
- 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
Vacancy posted 1 day ago
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