Relationship Manager managing and growing large portfolio of mid - cap companies for U.S. Bank. Involves business development, financial advising, and collaboration with portfolio management.
FI
Hybrid Relationship Manager
Posted 3 months ago
About the role
- Relationship Manager strengthening client partnerships and driving revenue growth in document outsourcing. Collaborating with internal teams and managing a diverse portfolio of clients while attending industry events.
Responsibilities
- Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
- Increase revenue by seeking out new business opportunities with current and prospective clients.
- Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
- Develop and present pricing proposals and RFP responses tailored to each client’s needs.
- Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
- Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
- Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
- Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
- Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
- Serve as an escalation point for resolving client concerns and championing improvements.
Requirements
- Bachelor’s degree in Business, Communications, or a related field.
- 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry.
- A proven track record of hitting targets and closing deals.
- A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
- Strong communication and presentation skills, with a focus on building trust and long-term relationships.
- The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
- Proficiency in Word, Excel, PowerPoint, and CRM tools.
- Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
- A knack for learning and articulating technical concepts to non-technical audiences.
Benefits
- Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
- Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
- Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.
- **Benefits include:**
- 401(k) & Roth + Employee Stock Ownership Plan
- Medical, Dental, Vision & Life Insurance
- Vacation, sick leave and paid holidays – *including your birthday! *
- Employee Assistance & Care Programs
- Additional perks & employee award programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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