What are the responsibilities and job description for the Relationship Banker (Virtual Relationship Center) position at First Entertainment Credit Union?
First Entertainment Credit Union is looking for a focused, proactive Relationship Banker who is responsible for providing an excellent member experience, opening new memberships, building a book of business, and maintaining strong rapport, promoting credit union products. As a Relationship Banker, you will process loans and membership applications that come through our virtual channels while maintaining a high level of service. You will enthusiastically identify new membership opportunities and provide solutions for financial needs. You will be able to meet or exceed member experience standards and sales goals.
The Relationship Banker will actively identify cross-sell opportunities and needs to effectively promote ancillary products, such as Debt Protection (DP), Mechanical Repair Coverage (MRC) and Guaranteed Asset Protection (GAP), other loans, and various other credit union services that meet member needs. They should be knowledgeable in digital services to assist members with using various virtual channels and promoting digital services.
This is a full-time, hybrid opportunity reporting to Manager, Virtual Relationship Center and is based in Hollywood, CA. The targe starting hourly pay in California is between $24.58 and $ 30.72
Responsibilities
- Meet or exceed monthly assigned membership and loan production targets based on Annual Key Performance Indicators (KPI's)
- Proactively follow up on new and pending loan and membership applications by set Service Level Agreement.
- Be knowledgeable in digital services to assist members with using various virtual channels and promoting digital services.
- Using credit reports, member data, and other information, actively seek opportunities to increase loan opportunities. This includes contacting members with pending loan applications and referring members for non-consumer loan products when appropriate.
- Accurately present information and perform tasks associated with the processing and funding of various consumer loans offered by the credit union.
- Maintain accurate quality control for loan and new account processing daily.
- May serve as an outbound sales call representative, responsible for contacting members as part of our daily interactive calls and / or preapproval campaigns.
- Accurately perform monetary and file maintenance transactions, such as transactions associated with new deposit accounts, loan transactions, and various other requests.
- Meet monthly Loan Quality standards by adhering to loan policies and procedures.
- Prepare DMV loan packets for submission to appropriate DMV Processors within department guidelines.
- Manage and maintain members' accounts with accuracy, completeness, and in compliance with banking regulations.
- Uphold compliance and risk management standards, ensuring adherence to regulatory guidelines and mitigating potential risks.
- Use member feedback to drive improvements in the sales process and member experience, including contacting members to address feedback and concerns, and collaborating with the Relationship Center leadership to implement changes and improvements.
- Perform other duties as assigned.
At First Entertainment, your role and every role are essential to our Mission [We build lifelong financial relationships with the people in entertainment based on a deep understanding of how they live and work], Core Values [ Members First Ownership Integrity Innovation Inclusivity One Team], and we expect you to uphold them.
Requirements
PI260095180
Salary : $25 - $31
