Relationship Development Specialist

Position Summary

The Relationship Development Specialist (Team Lead) supports the scheduling, reporting, and administrative needs of the Manager of Credit Union Partners, Regional Managers, and Sales Agents. This role maintains a blend of hands-on scheduling responsibilities and leadership duties, focusing on team performance, sales visit tracking, and departmental goals. The Team Lead will coach and guide Relationship Development Specialists to ensure consistent, high-quality execution of daily operations.

Key Responsibilities

Team Leadership & Coaching

• Coach team members to meet established performance metrics and goals.

• Train new hires and support successful onboarding milestones.

• Provide coaching on outbound phone communication, sales best practices, objection handling, and creating positive interactions.

• Monitor daily and monthly team scorecards to identify coaching opportunities.

• Offer ongoing support to maintain strong team culture and performance.

Operational Support

• Assist with scheduling and meet weekly visit goals and outreach rounds.

• Monitor SEG visit sales results and track performance trends.

• Investigate zero-production sites on a daily, weekly, and monthly basis.

• Troubleshoot team computer or system issues; coordinate with IT as needed.

• Develop training materials, guides, and exercises to support departmental goals.

• Propose innovative ideas that promote departmental improvements.

Communication & Collaboration

• Communicate effectively with Relationship Development Specialists, Field Managers, and Credit Union Partners regarding campaigns and performance updates.

• Respond to team questions via group chats and provide timely solutions.

• Work with management to support ongoing training efforts.

Required Skills & Qualifications

• Ability to build trust and foster a positive team culture.

• Strong organizational and time-management skills with high attention to detail.

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

• Excellent verbal, nonverbal, and written communication skills.

• Ability to work independently and collaboratively.

• Strong customer service and interpersonal skills.

• Effective multitasking and prioritization abilities.

• CRM expertise (Aptean preferred), with the ability to train others.

• Strong computer navigation and phone system proficiency.

• Exceptional analytical and problem-solving abilities.

• Self-motivated with a strong drive for results and achievement.

• Commitment to PFP’s core values: Caring, Integrity, Passion, Drive, and Resilience.

Additional Requirements

• A secure and reliable internet connection is required for all employees.
  Failure to pass an internet speed test will suspend the employment onboarding process.