Relationship Manager

Job Description

Job Description

This is an exciting opportunity to join our engaging Business Development team; but first, here is a little bit about Elements Financial :

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture : fun, meaningful, supportive, and full of opportunities. See here for more information - https : / / www.elements.org / careers / our -culture /

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.

Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success . This position assists the Business Development team with providing personalized, consistent, and quality service.

You will learn how to be the expert to best serve our members :

• Act as the point of contact for assigned Select Employer Groups (SEGs), facilitating all of the sales and education events as well as the coordination of any interaction with the rest of the credit union.
• Be the subject matter expert for our curriculum of classes and be the presenter of the classes at each SEG partner, sharing relevant stories and examples to connect with class attendees.
• Demonstrate measurable results with each of these employer groups in the following areas : member growth, loan and deposit growth, product growth (units), and employee access / event engagement.
• Work to meet and exceed Business Development goals and support the overall credit union’s goals and objectives.
• Establish annual plans with each SEG outlining all onsite events and strategies, coordinating participation with the various other business units within the credit union.
• Stay informed on competitors' banking products within our market and bring innovative ideas to BD leadership team.
• Look for opportunities to engage Elements’ leadership team with SEG leaders.

You will make a difference as you live out our purpose :

You will help grow the business :

You will continue to grow professionally :

Minimum Requirements :

Additional sales incentive compensation is earned in this role.