What are the responsibilities and job description for the Student Lending Relationship Manager position at Citizens Bank?
Description
As an employee of Citizens Bank you become part of an organization committed to serving customers, colleagues and communities in which we do business. Citizens Bank is an established and successful financial services company with national presence and the ability to conduct business globally. We are committed to offering comprehensive and competitive benefits, encouraging our colleagues to develop and grow their careers, and providing a fiscally sound and stable work environment while delivering to our customers.
Citizens Consumer Lending’s mission has long been delivering the simplest, fastest, most hassle-free banking experience in the U.S.
Additionally, Student Lending seeks to provide financial wellness for students, families and graduates through financial education and our student lending product solutions.
The incumbent is primarily responsible for all aspects of the setting up and managing new lead referrer and partnerships to promote the Citizens Bank Student Lending products and services. In addition, they will assist with contract development and management, on-board new partners/lead referrers and manage the day to day relationship to drive student lending volume to meet and exceed annual goals.
Position Responsibilities:
• Onboard, manage and grow lead referrers and strategic partners loan volume annually
• Build and monitor market share toward volume goals by assessing partners traffic and loan funnel; and will respond quickly to any issues that may be obstacles to meet annual volume goals
• Responsible for CX with lead referrers and strategic partners
• Map lead referrer/strategic partner technical flows to ensure program consistency
• Review and approve all lead referrer/strategic partner marketing materials
• Consulting on the adaptation of Call Center training materials
• Mapping lead referrer/strategic partners specific technical flows to ensure program consistency in conjunction with tech and finance partners.
• Collaborating on test plans based upon proposed integrations.
• Acting as a liaison between student lending and partner/lead referrer technology team.
• Work with partners on the technical triggers and solutions for communication(e.g. lead follow-up and other drives to improve funnel metrics).
• Work in conjunction with partners to identify and ensure the proper data feeds are in place and validated in order to populate program reporting dashboards consistently.
• Where applicable, work closely with the Consumer Bank to identify new partners and lead referrers
• Coordinate all Citizens approved communication with the client in order to develop the relationship
• Ensure all administrative responsibilities are completed as outlined and on time, in the department procedures including monthly reporting and payments to partners and lead referrers, annual forecasts/projections and development of executive presentations as needed internally and externally.
• Be available to conduct debt counseling, financial aid awareness sessions, etc. at the partners’ request
• Attend activities relating to industry trade shows and other direct customer facing opportunities.
Qualifications
• BA required, MBA preferred.
• Self-motivated, creative thinker with experience working through issues and ability to understand and deliver on the partners’ vision.
• Self-directed with strong organizational/follow-through skills and ability to effectively deliver quality and timely results against multiple priorities.
• Proven ability to lead cross functional teams, drive change and influence work groups
• Excellent project Management , able to lead projects from inception through completion
• Excellent communication skills, able to communicate with business resources across diverse business units (internal and external) and all professional levels.
• Ability to travel as required.
• Understanding of consumer lending legal and regulatory requirements.
• Business Relationship Management to drive student loan volume across both partnerships and leader referral models.
• Ability to inform, educate and influence to effectively set up proposed marketing activities when working with cross-functional counterparts and internal colleagues
• Creative Problem Solving – Analytical creativity and problem solving skills, focusing on driving results that balance risk/reward
Hours and Work Schedule
Hours per Week: 40
Work Schedule: M-F 8-5
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