Insurance Relationship Manager Jobs in Arizona (NOW HIRING)

PRIMARY FUNCTION:

This position actively identifies the financial needs of the members of Notre Dame Federal Credit Union and seeks out opportunities to meet their consumer borrowing needs, while referring other needs to appropriate partners. This position will be responsible for aiding in the consumer and commercial loan and deposit growth of NDFCU by assisting with SEG Development and on-site sign-up events. The Relationship Manager plays a critical role in building lasting member relationships, expanding market presence, and supporting the overall growth strategy of the credit union.

This position will also assist with branch and/or Shamrock Center duties and will initiate outbound calls to strengthen relationships and increase market share. The Relationship Manager will actively contribute to the achievement of sales and service goals to meet professional and business objectives, while ensuring member satisfaction, revenue generation, and the development of long-term financial partnerships.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The duties identified below are the essential functions of the position and other duties may be assigned.

• Maintain expert level knowledge of all products and services offered by Notre Dame FCU.
• Establish and maintain full relationships for Commercial and Consumer members.
• Process transactions, including cash and checks, for member accounts as needed.
• Represent the credit union at off-site events, SEG engagements, financial literacy classes, networking activities, and community functions.
• Actively assess member needs and recommend appropriate financial solutions based on a holistic understanding of their goals and circumstances.
• Deliver exceptional service through in-person, phone, and written communications.
• Effectively generate new and repeat sales by providing accurate and professional product information.
• Support SEG development and community outreach by attending business on-site events and promoting credit union membership.
• Contribute to the growth of consumer and commercial loan and deposit portfolios.
• Accurately present rates and terms according to credit union policies and procedures.
• Assist with loan applications received through all channels, ensuring timely and accurate processing (excluding first mortgages).
• Maintain timely follow-up with members to ensure satisfaction, resolve concerns, and support long-term engagement.
• Manage a pipeline of loan applications and complete necessary reporting for leadership.
• Cross-sell products and services on every member interaction and loan opportunity.
• Assist members in opening new accounts and promoting checking products and debit card adoption.
• Refer members to other departments including Commercial Lending, Mortgage, Mission Insurance, Mission Trust, and Mission Investments, as appropriate.
• Participate in the development of sales strategies and expansion of referral sources.
• Partner closely with the Area Manager, Market President, and Business Development Team to support market-wide success.
• Initiate outbound calls and follow up on leads generated by marketing campaigns, credit pulls, or partner referrals.
• Demonstrate a strong presence in the market to build member loyalty and drive credit union growth.

No requirement.

PERFORMANCE STANDARDS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. This position will require the knowledge to effectively process all consumer loan applications and analyze loan products to attain the lending goals and objectives of the Credit Union. Professional appearance and attitude are required. In addition, such person must be able to generate applications and process loans in a timely manner.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals will either need to transfer or obtain a Nationwide Mortgage Licensing System & Registry (NMLS) number to comply with lending guidelines and regulations with respect to NDFCU home equity products.