Organizational Services Manager

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Oversee and guide the Organizational Account Specialist(s)

• Delegate, prioritize, and track workloads to ensure prompt and efficient account services

• Offer training, support, and performance evaluations to foster team growth

• Maintain consistency in processes, service delivery, and compliance with policies and procedures

• Assume all responsibilities of the Organizational Account Specialist role as needed

• Build, manage, and sustain relationships with organizational accounts, SEGs, and partner institutions

• Act as the main escalation point for organizational representatives and stakeholders

• Enhance engagement and account penetration within existing groups while discovering new opportunities

• Oversee the onboarding, maintenance, and continuous servicing of organizational accounts

⛳️ Requirements

• 2-3 years of professional experience in financial services, organizational account management, operations, or a related field

• A Bachelor’s degree in business, finance, economics, or a similar field is required; relevant work experience may substitute for a degree

• Proven leadership abilities, including experience in managing or mentoring staff

• Strong skills in relationship management and stakeholder engagement

• Established expertise in managing vendor relationships, encompassing coordination, oversight, and contract negotiation

• Excellent communication and presentation capabilities

• Familiarity with credit union products, financial services, and fundamental finance principles

• Strong negotiation, problem-solving, and troubleshooting skills

• Ability to formulate and execute policies, procedures, and operational frameworks

• Exceptional organizational and project management skills, with a keen attention to detail and the capability to handle multiple priorities

🏝️ Benefits

• Health, dental, and vision insurance available within the first 30 days of employment

• Matched 401(K) plan with up to 4% contribution from SDFCU

• 12 paid holidays per year, including your birthday

• Opportunity for remote work after the introductory period

• Generous vacation and personal days

• Support for ongoing education and career development

• Financial incentives for daily commuting

• Access to outstanding medical, dental, and vision insurance plans

• Gym membership reimbursement program

• Participation in company and team bonding events