Relationship Manager

Location: 4645 N. 32nd Street, Suite A100, Phoenix, AZ 85018, United States. Employee type: Exempt. PRIMARY FUNCTION This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their consumer borrowing needs, while referring other needs to appropriate partners. It will aid in consumer and commercial loan and deposit growth by assisting with SEG Development and on-site sign-up events. The Relationship Manager plays a critical role in building lasting member relationships, expanding market presence, and supporting the overall growth strategy of the credit union. The role also assists with branch and/or Shamrock Center duties, initiates outbound calls to strengthen relationships and increase market share, and contributes to the achievement of sales and service goals to meet professional and business objectives, while ensuring member satisfaction and revenue generation. ESSENTIAL DUTIES AND RESPONSIBILITIES Maintain expert knowledge of all products and services offered by Notre Dame FCU. Establish and maintain full relationships for commercial and consumer members. Process transactions, including cash and checks, for member accounts as needed. Represent the credit union at off‑site events, SEG engagements, financial literacy classes, networking activities, and community functions. Actively assess member needs and recommend appropriate financial solutions based on a holistic understanding of their goals and circumstances. Deliver exceptional service through in‑person, phone, and written communications. Generate new and repeat sales by providing accurate and professional product information. Support SEG development and community outreach by attending business on‑site events and promoting credit union membership. Contribute to the growth of consumer and commercial loan and deposit portfolios. Accurately present rates and terms according to credit union policies and procedures. Assist with loan applications received through all channels, ensuring timely and accurate processing (excluding first mortgages). Maintain timely follow‑up with members to ensure satisfaction, resolve concerns, and support long‑term engagement. Manage a pipeline of loan applications and complete necessary reporting for leadership. Cross‑sell products and services on every member interaction and loan opportunity. Assist members in opening new accounts and promoting checking products and debit card adoption. Refer members to other departments including Commercial Lending, Mortgage, Mission Insurance, Mission Trust, and Mission Investments, as appropriate. Participate in the development of sales strategies and expansion of referral sources. Partner closely with the Area Manager, Market President, and Business Development Team to support market‑wide success. Initiate outbound calls and follow up on leads generated by marketing campaigns, credit pulls, or partner referrals. Demonstrate a strong presence in the market to build member loyalty and drive credit union growth. SUPERVISORY RESPONSIBILITIES None. PERFORMANCE STANDARDS Must be able to process all consumer loan applications and analyze loan products to attain lending goals. Professional appearance and attitude are required. Must generate applications and process loans in a timely manner. QUALIFICATION REQUIREMENTS Individuals will either need to transfer or obtain an NMLS number to comply with lending guidelines and regulations concerning home equity products. EDUCATION AND EXPERIENCE Bachelor’s degree preferred; an extensive financial institution background may be substituted. Minimum of one year experience in retail lending sales, with a proven track record of meeting goals, preferably in the origination/servicing of consumer loans at a financial institution. Intermediate level computer proficiency/keyboard skills and knowledge of loan origination software is required. LANGUAGE SKILLS Must read and interpret documents such as credit bureau reports, debt‑to‑income ratio reports, technical procedures, government regulations, and policy manuals. Must write routine reports and correspondence and speak effectively with borrowers and partners. MATHEMATICAL SKILLS Must solve practical problems using addition, subtraction, multiplication, division, rates, ratios, percentages, and interpretation of graphs and instructions in written, oral, or diagram form. REASONING ABILITY Must solve practical problems and interpret instructions, including government regulations. OTHER SKILLS AND ABILITIES Use the credit union’s computer system for transactions, data entry, and maintenance of records. Use software such as Excel, Word, and Outlook. Operate standard office equipment. Persuade and influence others; strong interpersonal and communication skills; excellent telephone sales personality; work in a fast‑paced, self‑directed environment; show integrity. PHYSICAL DEMANDS Use hands, walk, sit, stand, reach, kneel, or crawl as required. Occasionally lift up to 20 pounds. Requires good vision. MENTAL DEMANDS Use alertness, precision, resourcefulness, problem solving, numeracy, persuasiveness, memory, creativity, concentration, judgment, and writing and reading ability. WORK ENVIRONMENT Quiet to moderate noise level. Follow regulatory and policy compliance requirements, including BSA, OFAC, AML, and confidentiality of non‑public member information. #J-18808-Ljbffr