Relationship Development Manager

Description:

Discover the Westmark Difference!!

Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

• 60 % of our employees have been part of the Westmark family for 5+ years.
• 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
• 85% of our managers were promoted from within the company.
• Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!

We also have some of the most impressive benefits in the industry:

• Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
• Excellent health insurance options for employees and family with shared premiums
• 401k with 75% company match and 2% profit sharing contribution
• Tuition Reimbursement and Scholarships
• Employee Assistance Program (Free counseling and legal services)

Position Summary: The Relationship Development Manager is responsible for driving growth initiatives, building and maintaining strategic partnerships, and expending Westmark’s market presence. This role requires a proactive and innovative approach to identify new business opportunities, developing relationships with key stakeholders, and executing strategic plans to achieve membership and revenue growth targets.

A key component of this role is leading a highly collaborative team of Relationship Development professionals who work closely with all departments across the organization to ensure cohesive and effective execution of strategies. The manager is also responsible for establishing strong relationships and facilitating introductions that connect current and potential members with the right resources to meet their needs.

The Relationship Development Manager also oversees the Financial Literacy Specialists and Community Impact Specialists, ensuring their efforts are strategically aligned with organizational goals for community engagement, education, and member growth. This includes guiding program development, evaluating outcomes, and fostering relationships with key partners to expand Westmark’s impact and visibility.

This position requires frequent travel and an ongoing presence in all assigned regions, with the expectation of spending dedicated time in each region alongside team members at least once per month.

Schedule: Average of 40 hours per week including some evenings and weekends

Leadership and Management:

• Lead, mentor, coach, and develop a team of Relationship Development Officers, Financial Literacy Specialists, and Community Impact Specialists.
• Provide strategic oversight and support to Financial Literacy Specialists in the design, delivery, and evaluation of financial education programs across schools, community organizations, and partner institutions.
• Supervise and guide the Community Impact Specialist in developing, coordinating, and measuring community outreach initiatives that align with Westmark’s mission and brand strategy.
  Ensure these programs and initiatives effectively enhance Westmark’s presence, promote financial well-being, and strengthen community partnerships throughout all regions.
• Foster a positive and inclusive work environment, promoting teamwork, accountability, and professional growth
• Set performance goals, conduct regular check-ins, and implement development plans for staff.
• Encourage and demonstrate cross-departmental collaboration, ensuring the team works seamlessly with marketing, lending, member services, and other departments.

Relationship Management:

• Build and maintain relationships with current and potential members, community organizations, and business partners.
• Actively establish introductions between members, prospects, and the appropriate credit union teams to ensure needs are met effectively.
• Represent the credit union at industry events, trade shows, and community functions to enhance visibility and build networks.
• Proactively interact with members and potential members to form relationships of trust.
• Encourage the promotion and cross-selling of credit union products and services.

Strategic Planning and Execution:

• Develop and implement business development strategies to achieve membership growth and revenue targets.
• Collaborate with the leadership team to align business development initiatives with the credit union's overall goals.
• Track and report key metrics to VP of Marketing monthly.
• Conduct market research to identify potential growth opportunities and industry trends.
• Analyze competitor activities and market conditions to inform strategic planning.

Sales and Product & Service Promotion:

• Generate leads through various channels, including networking, referrals, and direct outreach.
• Identify opportunities to promote Westmark’s products and services to potential members and businesses.
• Work closely with the Marketing team to develop promotional campaigns and support events that drive member engagement and acquisition.

Team Development:

• Coach and develop team members to ambassadors for the credit union.
• Encourage a collaborative and high-performing work environment.
• Provide learning and growth opportunities and hold employees accountable.

Risk Management and Compliance:

• Ensure adherence to all credit union policies, procedures, and regulatory requirements.
• Collaborate with the Risk Management department to identify and mitigate potential risks.
• Implement and maintain effective internal controls to safeguard credit union assets.

Requirements:

Qualifications:

• Bachelor’s degree in a business, marketing, finance or related field preferred, MBA a plus.
• Minimum of 5 years of experience in business development, sales, or a related role, preferably withing the financial services industry.
• Proven track record of achieving business growth and revenue targets.
• Strong analytical skills with the ability to interpret market data and trends.
• Proven ability to manage and develop high performing teams.
• Excellent communication, negotiation, and interpersonal skills.
• Community-oriented with a passion for member service and engagement.
• Ability to build and maintain strategic partnerships and relationships.
• Self-motivated with a proactive approach to identifying and pursuing business opportunities.
• Strong organizational skills with the ability to manage multiple projects and priorities.

Key Competencies:

• Leadership and team development
• Strategic Thinking
• Communication
• Relationship Building
• Analytical Skills
• Sales Acumen
• Project Management
• Adaptability

Physical Requirements:

• Frequent travel to various locations for meetings, events, regional visits, and conferences, including monthly on-site time with Relationship Development Officers in each assigned region.
• Able to sit or stand for extended periods while conducting meetings or presentations.
• Ability to lift and carry materials such as promotional items and displays, up to 25 pounds.
• Must have visual and auditory ability to perform the essential functions of the job, including computer use and interaction with others.

Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.