Relationship Manager, Deposit Accounts

General Job Summary

The Relationship Manager (RM) is responsible for assisting new and existing UIF customers from all available product divisions with marketing, opening, retaining/servicing, and cross-selling of faith-based deposit accounts offered through University Bank. The RM will work closely with EVP, National Sales in fulfilling day-to-day sales and marketing functions and support. The RM will help organize seminars and webinars and follow up accordingly to assist customers in opening new account(s). Once the account is opened, the RM will stay in touch with the customer and engage them for subsequent new business. The RM will educate firms clients on Deposit programs offered through University Bank and facilitate new account openings working in close coordination with the internal UIF Deposit team. Performance will be judged on marketing events organized, ongoing customer service and support, new accounts opened, cross-selling referrals, and assets raised and retained.

Summary of Essential Job Functions

• Work closely with Sales Management to arrange product seminars and webinars.
• Knowledgeable of all UIF products, program and customer workflows, including deposit account application and initial funding processes and required documentation.
• Knowledgeable of applicable software including, lead management software Velocify, Fiserv Premier Core, Create Digital and Deposit applications.
• Track all actions with prospects and customers in Velocify.
• Track all seminar and webinar attendees in Velocify and complete follow up actions as required.
• Complete initial Q&A with prospects and customers related to deposit products offered through University Bank.
• Work with UIF and UB Deposit personnel to open new accounts, gather client documents, agreements and coordinate initial funding, and onboard deposit customers to online/mobile banking.
• Assist existing deposit customers with all online/mobile banking functionality, including but not limited to, registration, resetting passwords and registration attempts, accessing periodic statements, setting up external accounts, making transfers/wire requests, and opening new accounts.
• Maintain high levels of customer service throughout the account opening, internet/mobile banking onboarding, and renewal/withdrawal process.
• Maintain quality and compliance standards including but not limited to BSA, AML, CIP, Red Flags.
• Attend community and marketing events as required.
• Work as a liaison with University Bank to resolve customer disputes and submitting file maintenance requests.
• Participate in all required company meetings.
• Meets monthly and annual personal production and performance/portfolio maintenance goals set forth by management.

Other Job Functions

• All other duties as assigned by management.
• Complete all assigned training in a timely manner.

Education, Training and Work Experience

• High School diploma or GED required.
• Bachelor’s degree desired.
• Product sales, banking, or customer service experience required.
• Consumer or Residential Finance origination experience preferred.
• Ability to speak Arabic, Bengali or Urdu fluently highly preferred.
• Necessary training and licensure if needed.

Knowledge, Skills, and Abilities

• Maintain & foster positive relationships with customers and business partners.
• Provide professional communication in both oral & written expression.
• Strong professionalism (including business attire).
• Sales oriented, possesses good interpersonal and communication skills, and have a strong desire to succeed.
• Excellent time management and organizational skills; strong customer service and organization skills.
• Ability to work independently with minimal supervision, strong team player, and self-motivated.
• Religious, cultural, and ethnic sensitivity.
• Strong computer skills required such as Microsoft 365 suite applications, and Adobe.

Working Environment

Primary working environment is within an indoor climate-controlled office space and/or a private home office or some combination which will be at managements sole discretion. Employee may be subject to florescent lighting, dust, and other normal indoor allergens. Employee may work in close proximity of coworkers and occasionally independently in quiet environments.

Physical Requirements

• Able to lift up to 20 pounds.
• Travel by foot in outdoor environments where it can slippery/etc.
• Extended periods of sitting (at computer desk).
• Complete repetitive tasks (including operation of computer mouse/keyboard).

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

** University Bank is an Equal Opportunity / Affirmative Action Employer **