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Job Summary
The Premier Banking Relationship Manager (PBRM) manages the full lifecycle of affluent member relationships in alignment with UFCU Wealth Management team goals and objectives, and in accordance with regulatory guidelines and policies, including needs assessment and fulfilling requests related to accounts, loans, financial education, and other services. The PBRM manages members’ complete financial needs and serves as the UFCU primary point of contact as needs change. This role is community-minded and serves or is willing to serve on non-profit and/or industry-related organizations. The PBRM proactively retains and acquires affluent and high net worth members, and retains/deepens existing relationships, through outreach and pre-planned appointments.
The Premier Banking Relationship Manager reports to Manager, Investment Services.
Essential Functions
Other
Knowledge/Skills/Abilities
Knowledge
Skills
Abilities
Competencies
Experience
Minimum Requirements
Preferred Requirements
Physical Demands
The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequent
Work Environment
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.
INDUFCU
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Full Time
$104k-138k (estimate)
05/22/2024
05/29/2024
ufcu.org
Austin, TX
500 - 1,000