Organizational Services Manager

State Department Federal Credit Union

Organizational Accounts Manager managing relationships with Select Employer Groups, ensuring service delivery and operational excellence. Overseeing onboarding, maintenance, and ongoing servicing of organizational accounts and leading a team.

Posted 6/30/2026full-timeRemote • Virginia • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ServicesCredit Union ProductsContract NegotiationPolicy DevelopmentOperational Frameworks

Soft Skills

Communication SkillsPresentation SkillsProblem-SolvingNegotiation SkillsAttention to Detail