Organizational Services Manager

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Logo of State Department Federal Credit Union

State Department Federal Credit Union

51 - 200 employees

Founded 1935

🏦 Banking

💸 Finance

Banking • Finance

State Department Federal Credit Union is a member-owned federal credit union that provides retail banking and financial services to its members, including checking and savings accounts, credit cards, consumer and mortgage loans, wealth and trust services, insurance, and financial planning. It offers digital banking, international transfers (via Wise), ATM access, and specialized benefits for members abroad and select employer groups, and is federally insured by the NCUA.

📋 Description

• Manage and provide direction to Organizational Account Specialist(s) • Assign, prioritize, and monitor workloads to ensure timely and effective account servicing • Provide training, guidance, and performance feedback to support team development • Ensure consistency in processes, service delivery, and adherence to policies and procedures • Step in and execute all responsibilities of the Organizational Account Specialist role when necessary • Develop, manage, and maintain relationships with organizational accounts, SEGs, and partner institutions • Serve as primary escalation point for organizational representatives and stakeholders • Strengthen engagement and account penetration within existing groups while identifying new opportunities • Oversee onboarding, maintenance, and ongoing servicing of organizational accounts

🎯 Requirements

• 2-3 years of professional experience in financial services, organizational account management, operations, or related field • Bachelor’s degree in business, finance, economics, or related field required; relevant work experience may be considered in lieu of a degree • Demonstrated leadership capability, including experience managing or mentoring staff • Strong relationship management and stakeholder engagement skills • Proven ability to manage vendor relationships, including coordination, oversight, and contract negotiation • Excellent communication and presentation skills • Working knowledge of credit union products, financial services, and basic finance principles • Strong negotiation, problem-solving, and troubleshooting abilities • Ability to develop and implement policies, procedures, and operational frameworks • Strong organizational and project management skills, with attention to detail and the ability to manage multiple priorities

🏖️ Benefits

• Health, dental, and vision insurance within the first 30 days of employment • Matched 401(K) plan with up to 4% SDFCU contribution • 12 paid holidays a year, including your birthday • Potential work-from-home options after introductory period • Ample vacation and personal days • Support for ongoing education and career development • Financial incentives for daily commute • Access to excellent medical, dental, and vision insurance packages • Gym membership reimbursement program • Participate in company and team bonding events

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