What are the responsibilities and job description for the Member Relationship Advisor I position at FRANKLIN MINT GROUP?
Job Details
Job Location: Glen Mills Branch - Glen Mills, PA
Position Type: Full Time
Education Level: High School
Salary Range: Undisclosed
Description
Summary
- Contributes to the generation of new business and provides ongoing relationship servicing with current members. Cross sells credit union products and services to assist members in meeting their financial needs. Responsible for a basic understanding of all credit union products and services with the ability to identify and offer additional referral opportunities.
Key Responsibilities
- Contributes to generation of new business to assist in reaching established production and profitability goals. Provide ongoing relationship servicing with current members to maintain goodwill and gain additional business.
- Processes member transactions accurately and efficiently. Responds to member inquiries and requests.
- Cross-sell credit union products and services to members to assist in meeting their financial needs. Evaluates needs of potential members and offers appropriate financial products and services.
- Examines documents for endorsement and negotiability. Detect and assures resolution to discrepancies promptly.
- Balance daily transactions and verify cash totals. Investigate and resolve out-of-balance conditions. Performs accurate and timely file maintenance on member accounts.
- Responsible to open and close basic savings and checking accounts for existing members.
- Maintain established quality control and audit standards.
- Under the direction of management, responsible for the accurate daily branch settlement, vault, ARCA, ATM machine and all negotiable instruments within the branch.
- Participates in and supports branch and community events.
- Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members.
Qualifications
Education/Experience
- High School Diploma or GED required.
- 2 years demonstrated ability to succeed in retail environment required.
Other Qualifications
Strong demonstrated abilities required:
- Customer/Member Service
- Interpersonal/Team Player
- Presentation Skills
- Motivated/Works Independently
- Sales/Negotiation Skills
- Organizational Skills
- Detail Oriented
- Verbal/Written Skills
- Prioritize/Multi-task
Also required:
- Ability to work a flexible schedule
- Ability to travel occasionally
- Must maintain confidentiality
Physical Requirements
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus..
Other Duties
- This job description is not intended to be an all-inclusive list of responsibilities required for this job. Responsibilities may be assigned or changed at any time.