Relationship Manager

Recruiter
ESCCU Ltd
Location
Dublin
Posted
26 Apr 2018
Closes
12 May 2018
Job role
Accountant
Experience level
Manager
E-services & communications credit union ltd. has been delivering financial services to the communications industry for over fifty years, with a membership of over 14,500 country wide and assets of over €210 million (financial year ending 30th September 2017). The credit union is owned and run for the benefit of the members. As a not for profit organisation, all surplus earned from activities of the credit union are returned to the members by way of dividend payment once a year. The primary function of the credit union is to provide financial services to members at reasonable rates of interest for savers and borrowers. The Credit Union is currently hiring for the role of a Relationship Manager . This is a permanent full-time position which will be a key support function to the marketing team. An attractive remuneration package and family friendly terms and conditions will apply. Relationship Manager Job Description The Relationship Manager is responsible for promoting the products and services of the Credit Union with our members, this will be achieved by carrying out life cycle management activities. The role will involve the opening and maintenance of members' accounts. The job holder will develop and maintain mutually beneficial relationships with the credit union's members and affiliated ICT companies. This position will manage all tasks involved in on-boarding new members including ensuring full adherence to AML regulatory requirements. They will also attend Membership Committee meetings. The Relationship Manager will be part of the Marketing Team and will report directly to the Business Development & Marketing Manager. Key Responsibilities of the Relationship Manager are: Account Opening & Membership Committee Collect and prepare all new membership applications. Ensure all applications are fully compliant with AML legislation and membership policy. Present all new member applications to the membership committee. Follow up on outstanding documentation and initial lodgement. Take and circulate minutes of the meeting. Apply all new applications for membership to the system. Send Welcome Letters to all new Members. Relationship & Account Management: Build and maintain relationships with members via digital and traditional methods. Proactively identify Members' needs, creating and offering appropriate solutions. Maintain pending membership application logs and communication records (email & calls). Build and maintain client landing pages. Coordinate communication with affinity companies in advance of planned visits. Alert the marketing team to business opportunities. Maintain and run life cycle management communication programmes (calls, emails and Direct Marketing) Use the banking application and CRM tool to identify and track opportunities. Regularly report activity levels to the management team. Identify ways to improve services and member experience and bring ideas and innovations to your line manager and the management team. Coach other staff members to identify and convert sales opportunities. Liaise with affinity organisations at senior levels. Risk and Compliance: Identify and assess the impact of risks and measure the likelihood of risks impeding the achievement of business objectives. Additional Duties: Assist in the development of marketing initiatives and campaigns to promote member engagement. Carry out site visits when required. Carry out any additional duties as may be assigned by the Business Development & Marketing Manager. Deputise for colleagues when appropriate to do so. Competency Requirements of the Job Holder: Excellent communication skills, written and oral. Sales Orientation. Results driven. Focused on quality assurance. Teamwork and Collaboration. Attention to detail. Corporate Account Management or client relationship experience. Extensive Marketing Experience, Computer Proficiency, Creativity, Innovation, Adaptability, Interpersonal Communication, Budgeting, Research, Analysis. Qualifications: An APA qualification is required . QFA is desirable. Advanced Degree in Marketing, Business, Banking/Finance or a related discipline is desirable. Technical knowledge: The candidate will be experienced working with: CRM Tools (Microsoft Dynamics 365) desirable. Banking Applications. Proficiency with MS Office, particularly in Word, Excel and PowerPoint. Data Analysis. Knowledge of Market research practices and techniques. How to apply: Interested applicants are welcome to apply with an up to date CV and cover letter addressed to Richard McMurtry (CFO). Cover letters should include why you believe you are suitable for this new role and should not exceed 400 words. Closing date for applications is 5pm on Friday 11 th May 2018.

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