53 Member Relationship Manager Jobs in Seattle, WA
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First Tech Federal Credit Union is Hiring a Member Relationship Manager Near Seattle, WA
- Manage a portfolio of member accounts, proactively servicing and supporting member goals
- Provide comprehensive and customized financial solutions tailored to member financial needs including collaborating with partners across lines of business to connect the member with experts in lending, insurance, investment, etc.
- Schedule daily in-person and phone calls with members to review and/or determine their financial objectives, expenses, and assets
- Identify and pursue potential new members and looking for ways to cultivate long-term, primary financial partner
- Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
- Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
- Lead business development activities, including SEG onsite events, member follow-up and outbound calls
- Mentor Financial Service Representatives on a day-to-day basis
- Minimum 5 years of proven sales experience with the ability to meet and exceed sales goals; minimum of 1 year financial industry experience
- Proven track record of successfully growing and managing customer relationships
- Ability to operate as a self-starter who is highly organized and works well independently or within a team environment
- Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
- Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
- Ability to foster strong relationships with internal and external stakeholders
- Strong critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- Minimum Education:High School Diploma; Bachelor's degree is preferred
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
Job Summary
Full Time
$85k-113k (estimate)
05/18/2024
06/03/2024
firsttechfed.com
BEAVERTON, OR
1,000 - 3,000
1952
KELLY CORAH
$500M - $1B
Related Companies
About First Tech Federal Credit Union
First Technology Credit Union is an utilities company based out of 1011 Sunset Blvd, Rocklin, CA, United States.
The job skills required for Member Relationship Manager include Financial Services, Critical Thinking, Customer Relationship, Leadership, Decision Making, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Relationship Manager positions, which can be used as a reference in future career path planning. As a Member Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Relationship Manager. You can explore the career advancement for a Member Relationship Manager below and select your interested title to get hiring information.
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