Relationship Manager
Allegacy Federal Credit Union - Winston-Salem, NC

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This position will be a team member of Wealth Management whose responsibility is to work with senior management, mortgage operations, financial center operations, and Allegacy Investment Group in order to identify high net worth individuals for membership with Allegacy Federal Credit Union. This position serves the financial needs of these members as a personal banker. The Relationship Manager is held accountable for identifying Wealth Management clients, developing a relationship with clients, retaining these clients, and referring these clients to key areas listed above to grow the business for the credit union.

Position takes a public role in developing and maintaining relationship of Allegacy Federal Credit Union to its local community as well as other communities it serves.

This position is responsible for meeting the annual Wealth Management portfolio goals to include monies on deposit with Allegacy Federal Credit Union, Allegacy Investments referral goals and increasing loan limits. Internally, this position is responsible for working with marketing, business development, mortgage, retail operations, Payment Systems, VISA, and the contact center. Externally, this position involves working with the member on a one to one basis to help them achieve his/her financial goals.

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Founded in Winston-Salem in 1967, Allegacy Federal Credit Union has grown to become one of the largest credit unions in North Carolina. We...