Salary Pay Range: $89,000.00 - $110,000.00
Exact compensation may vary based on skill, experience and location.
POSITION PURPOSE

Relationship Manager is responsible of promoting SAFE as the preferred financial institution throughout the greater Sacramento area with local businesses chambers, schools and associations. This role will drive expansion and retention through outbound events, networking opportunities, and strong relationship building. Responsible for building brand awareness and identifying relationships connecting them to SAFE’s Financial Wellness resources, products and services.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Expand relationships with active Employer Groups/Chambers of Commerce and prospect new opportunities for workplace relationships by leveraging strong personal brand with individual communications, high-touch digital methods, in-person local events, board service, educational events, offsite meetings, initiated outreach, and other proven relationship-building methodologies.
• Identify, evaluate, plan, and execute direct relationship-building opportunities with internal SAFE resources and external vendors. Planning includes creation and approval via proposal system.
• Maintain workplace financial wellness relationships with corporate employer groups through regular meetings and other touchpoints/check-ins while maintaining current records of engagement through our Salesforce CRM
• Support of SAFE Credit Union strategic goals and initiatives by alignment of department and personal goals and tracking all measures of support in Salesforce CRM.
• Responsible for planning, organizing, and directing all activities related to corporate employer group/Chamber of Commerce management and strategic alliances. Evaluation through debriefing with stakeholders and capture of information in Salesforce.
• Collaborate with internal partners and community partners to initiate and implement business development strategies.
• Serve on local boards or committees with key industry groups, such as chambers, associations, educators, and employer group foundation leaders.
• Advocate collaboration and development of corporate employer groups partnerships/opportunities and Chamber relationships to obtain maximum effectiveness and ROI of SAFE’s community development efforts.
• Ensure regular alignment and open communication with retail and internal teams to maximize brand efforts and initiatives.
• Monitor and track results, preparing individual client reports through Salesforce data entry
• Identify operational needs, proposing solutions to fulfill the objectives of growing the portfolio of consumers. Maintaining a list of changes for reference when creating annual budget.
• Responsible for adherence to approved Community Relations annual budget and tracking of expenditures in support of it.
• Perform other duties, as assigned.

QUALIFICATIONS

Education/Certification:

Bachelor's degree from a four-year college or university, and five years of related business development experience and/or training; or an equivalent combination of education and experience.

Required Knowledge:

Five or more years of outside sales experience soliciting new clients. Five or more years of experience in community and/or legislative affairs. Five or more years of experience in financial services preferred. Demonstrated large-scale process coordination expertise and experience, ideally managing a major corporate, healthcare, development, and/or government initiative requiring collaboration between multiple entities.

Experience Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Skills/Abilities:

• Excellent decision-making, interpersonal, and leadership skills.
• Excellent communication skills, with experience presenting to diverse groups.
• Demonstrated integrity, as well as adaptable, innovative, confident, and collaborative leadership attributes.
• Understanding of the structure and/or inner workings of a public sector/community-owned organization.
• Ability to drive to meet with potential and current groups in order to perform relationship engagement.

• Excellent communication skills (verbal, written, listening skills, and empathy).
• Expert ability to build relationships with other leaders, business partners, and stakeholders.

MATHEMATICAL SKILLS AND REASONING ABILITY

• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilities required by this job include close vision.
• The noise level in the work environment is usually moderate.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

This is not necessarily an all-inclusive list of job-related responsibilities, duties, skills, efforts, requirements or working conditions. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.