The Relationship Manager will work primarily on-site at the CU-Interface headquarters in Richfield, Ohio. Successful candidates will demonstrate exceptional communication, relationship building, and problem-solving skills with a focus on being results oriented. The ability to work in a fast-paced professional environment with strong attention to detail is essential. You will be fully engaged and busy from day one! We offer a competitive compensation package, as well as opportunities for growth, development, and advancement.

You will act as the first point of contact with assigned credit union clients. Working both independently and cooperatively with support and development team members, you will answer credit union queries with the goal of increasing client satisfaction. This role will entail answering client tickets, phone calls, requests for assistance, and document preparation. You will leverage your communication skills to identify and address credit union client needs and ultimately contribute to building long-term relationships with your client portfolio. If you enjoy consulting with clients for mutual success and client satisfaction, then this is the role for you!

Who We Are

CU-Interface is a premier Credit Union data processing provider. Our cutting-edge software solution empowers non-profits with the same world-class services as the largest banks. Behind the scenes, our office is casual and open with less than 30 employees. We are a "boutique" provider, partnering with forward-thinking credit unions who keep pace with upcoming technology and services.

Job Role and Responsibilities

• Become an expert in the mpowered core data processing system
• Interact with programmers and network engineers to achieve client success
• Demonstrate exceptional customer service and communication over the phone, by email, and in-person and virtual consultation
• Demonstrate a strong sense of urgency and problem-solving skills
• Manage a portfolio of assigned credit union clients
• Process, manage, and track client issues and inquiries using a help desk ticketing system

• Perform other related duties as assigned
• Schedule: 8-hour shift, 9:00-6:00 pm M-F with Saturday morning rotation
• Work location: In-Person (WFH flexibility on Wednesdays)
• Travel: up to 6-weeks of travel annually for on-site client visits and conversions

Benefits Include:

• 100% of employee Medical, Dental, Eye and Life Insurance premiums
• 50% of family premiums (rates available during interview process)
• 401(k) plus 5% company match
• Paid federal holidays plus 3 weeks Paid Time Off (26 days)
• Ongoing education assistance (required)
• Tuition reimbursement
• Hybrid work schedule, Family-friendly flexibility
• Starting salary of $65,000 - $75,000 plus benefits
• Performance based bonus
• Free in-office snacks and beverages

What You Bring to the Team:

• Proven experience (3-5 years) in client relationship management, preferably in a technology/software-driven environment.
• Strong proficiency in utilizing ticketing/help desk systems and familiarity with CRM software solutions
• Credit union and/or financial institution experience (preferred)
• Education: High school diploma (or equivalent)
• Computer Skills: Proficient in MS Word, Excel, Outlook
• Excellent organizational, written, and verbal communication skills