Member Relationship Advisor II

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 proficient understanding of all credit union products and services including personal and vehicle loans with the ability to identify and offer additional referral opportunities.

Key Responsibilities

• Evaluates needs of new and existing members and offers appropriate financial products and services.
• Assist in meeting Branch goals by expanding member relationships through active selling of credit union products and services in support of production and profitability goals. Provide ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Responsible for adhering to the member onboarding program and making outbound calls or sending emails to members.
• Responsible for opening and closing new memberships, including IRA, Trust, Estate…
• Responsible for processing personal and vehicle loans with accuracy and efficiency.
• Responds to member inquiries and requests. Balance daily transactions and verify cash totals. Investigate and resolve out-of-balance conditions. Processes member transactions accurately and efficiently. Performs accurate and timely file maintenance on member accounts. Examine documents for endorsement and negotiability. Detect and resolve discrepancies promptly.
• Under the direction of management, responsible for the accurate daily branch settlement, the vault, ARCA, ATM machine and all negotiable instruments within the branch.
• Demonstrate operational excellence, looks for ways to improve operational efficiency; branch settlement responsibilities; understanding loss prevention procedures. May be required to open and close a branch when necessary.
• Maintain established quality control and audit standards.
• 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/GED required
• 2 years of college preferred.
• Plus a minimum of 2 years of related financial services industry experience required.

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Presentation Skills
• Motivated/Works Independently
• Sales/Negotiation Skills
• Analytical/Problem Solving
• Organizational Skills
• Detail Oriented
• Verbal/Written Skills
• Microsoft Office
• 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.