Job Description
Full job description
The Segment Relationship Manager reports to the Vice President of Strategic Growth Initiatives and is responsible for developing relationships with Community and Select Employee Group (SEG) channels. Your main responsibilities are business development and innovation to grow membership and enhance member value to position the credit union as a trusted financial anchor. Additionally, you will build long-lasting member relationships to ensure they benefit from our legendary products and services.
What will I be doing?
As a Segment Relationship Manager, you will address the needs of your Community and SEG channels and ensure the members’ experience is exceptional. The following tasks must be executed with high fidelity:
Promote Citadel’s brand, mission, and values to SEG channels and communities.
Build, develop, and manage a pipeline of SEG and community relationships.
Serve as the main point of contact for assigned SEG for building trust and long-lasting relationships.
Conduct consistent check-ins, site visits, and engage with activities to strengthen
Understand the needs of each SEG relationship to provide financial education, product offerings, and member support.
Coordinate and execute specific marketing and outreach campaigns to increase membership.
Collaborate with internal departments (i.e. marketing, lending, commercial lending, real estate, etc.) to deliver smooth and seamless member experiences.
Track and report on SEG member growth and engagement efforts through CRM.
Ensure compliance with all relevant regulations and policies (BSA/AML, NCUA, etc.).
What we are looking for?
The Segment Relationship Manager represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:
Bachelor’s degree in Business Administration or equivalent experience
5+ years of experience in business development, with a focus on relationship building.
Proficient knowledge and understanding of credit unions and SEG channels.
Exceptional decision-making skills.
Exceptional communication and interpersonal skills.
The ability to work under pressure.
Integrity, Accountability, and Resiliency.
A fluent English-speaking person.
Performance Measurements
Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. There is infrequent travel, unless otherwise noted.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The Segment Relationship Manager reports to the Vice President of Strategic Growth Initiatives and is responsible for developing relationships with Community and Select Employee Group (SEG) channels. Your main responsibilities are business development and innovation to grow membership and enhance member value to position the credit union as a trusted financial anchor. Additionally, you will build long-lasting member relationships to ensure they benefit from our legendary products and services.
What will I be doing?
As a Segment Relationship Manager, you will address the needs of your Community and SEG channels and ensure the members’ experience is exceptional. The following tasks must be executed with high fidelity:
Promote Citadel’s brand, mission, and values to SEG channels and communities.
Build, develop, and manage a pipeline of SEG and community relationships.
Serve as the main point of contact for assigned SEG for building trust and long-lasting relationships.
Conduct consistent check-ins, site visits, and engage with activities to strengthen
Understand the needs of each SEG relationship to provide financial education, product offerings, and member support.
Coordinate and execute specific marketing and outreach campaigns to increase membership.
Collaborate with internal departments (i.e. marketing, lending, commercial lending, real estate, etc.) to deliver smooth and seamless member experiences.
Track and report on SEG member growth and engagement efforts through CRM.
Ensure compliance with all relevant regulations and policies (BSA/AML, NCUA, etc.).
What we are looking for?
The Segment Relationship Manager represents Citadel by working on behalf of our external and internal members. To successfully fill this role, you should meet and maintain these skills and values:
Bachelor’s degree in Business Administration or equivalent experience
5+ years of experience in business development, with a focus on relationship building.
Proficient knowledge and understanding of credit unions and SEG channels.
Exceptional decision-making skills.
Exceptional communication and interpersonal skills.
The ability to work under pressure.
Integrity, Accountability, and Resiliency.
A fluent English-speaking person.
Performance Measurements
Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel. There is infrequent travel, unless otherwise noted.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
💡 Quick Summary
Seeking a career-building opportunity? The Segment Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Exton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
