The Member Relationship Manager develops new and deepens existing member relationships to position First Tech as being their financial partner for life. In this role, you will help our members reach their financial dreams through providing financial solutions, education, and advice.
Here's what you can expect from the job and what you need to be successful:
Job Duties
Manage a portfolio of member accounts, proactively servicing and supporting member goals
Provide comprehensive and customized financial solutions tailored to member financial needs including collaborating with partners across lines of business to connect the member with experts in lending, insurance, investment, etc.
Schedule daily in-person and phone calls with members to review and/or determine their financial objectives, expenses, and assets
Identify and pursue potential new members and looking for ways to cultivate long-term, primary financial partner
Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
Participate in campaigns, cross-selling and making referrals when appropriate using the online tracking and CRM systems
Lead business development activities, including SEG onsite events, member follow-up and outbound calls
Mentor Financial Service Representatives on a day-to-day basis
Essential Skills
Minimum 5 years of proven sales experience with the ability to meet and exceed sales goals; minimum of 1 year financial industry experience
Proven track record of successfully growing and managing customer relationships
Ability to operate as a self-starter who is highly organized and works well independently or within a team environment
Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
Ability to work in fast-paced environment and meet deadlines without sacrificing accuracy and service
Ability to foster strong relationships with internal and external stakeholders
Strong critical thinking and decision-making skills with attention to detail
Working knowledge of Microsoft Office Suite
Minimum Education: High School Diploma; Bachelor’s degree is preferred
Location: Kirkland Experience Center, Kirkland WA
Target Compensation in Kirkland WA: $30.00 to $34.00 + quarterly incentive
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa sponsorship for this position
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
IT Services and IT Consulting, Banking, and Financial Services
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