Share Email Opening Title Relationship Manager  Description This position will be a team member of Wealth Management whose responsibility is to work with senior management, mortgage operations, financial center operations, and Allegacy Investment Group in order to identify high net worth individuals for membership with Allegacy Federal Credit Union.  This position serves the financial needs of these members as a personal banker.  The Relationship Manager is held accountable for identifying Wealth Management clients, developing a relationship with clients, retaining these clients, and referring these clients to key areas listed above to grow the business for the credit union. Position takes a public role in developing and maintaining relationship of Allegacy Federal Credit Union to its local community as well as other communities it serves. This position is responsible for meeting the annual Wealth Management portfolio goals to include monies on deposit with Allegacy Federal Credit Union, Allegacy Investments referral goals and increasing loan limits. Internally, this position is responsible for working with marketing, business development, mortgage, retail operations, Payment Systems, VISA, and the contact center. Externally, this position involves working with the member on a one to one basis to help them achieve his/her financial goals.                                        Position Requirements Specific accountabilities Knowledge of wealth management guidelines as defined by board policy and procedure. Knowledge of software to track results of prospective and acquired business. Knowledge of potential areas of revenue for the benefit of the credit union with and outside of its resources. Knowledge of referral process to the Wealth Management area and to other areas of the credit union in order to increase assets under management. Commitment to personal and professional development to enhance success of the credit union. Commitment to learn from and implement ideas from external resources such as consultants on how we may improve this line of business. Commitment to continual training on products and services offered by the credit union in order to determine how they may best meet the financial needs of our clients. Commitment to continuing education to expand knowledge base on finances. Ability to manage change, problem-solve and make decisions. Apply interpersonal skills to individual financial situations.   Full-Time/Part-Time Full-Time   Close Date   Exempt/Non-Exempt Exempt   Location Winston-Salem Area   About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.   Pay Grade 13  This position is currently not accepting applications. To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Member Advisor in INDIAN TRAIL, NORTH CAROLINA Posted on: 4/10/2024 [Apply Now] Financial Center Manager II in Mocksville, NC Posted on: 4/10/2024 [Apply Now] Lead Member Service Representative in Davidson, NC Posted on: 4/4/2024 [Apply Now] Member Service Representative in Winston-Salem, NC Posted on: 4/4/2024 [Apply Now] Member Advisor in Winston Salem, NC Posted on: 3/28/2024 [Apply Now] Other Jobs Within 60 Miles Systems Engineer III in Winston-Salem, NC Posted on: 2/8/2024 [Apply Now] Financial Center Manager I in Greensboro, NC Posted on: 4/4/2024 [Apply Now] HR Benefits/Wellness Administrator in Winston-Salem, NC Posted on: 1/23/2024 [Apply Now] Member Advisor in Advance, NC Posted on: 2/8/2024 [Apply Now] Lead Member Service Representative in Davidson, NC Posted on: 4/4/2024 [Apply Now]

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