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. Maintains 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.
• Assists in meeting Branch goals by expanding member relationships through active selling of credit union products and services in support of production and profitability goals.  Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Adheres to the member onboarding program and making outbound calls or sending emails to members.
• Opens and closes new memberships, including IRA, Trust, Estate.
• Processes personal and vehicle loans with accuracy and efficiency.
• Acts as in-branch greeter to ensure positive member experiences and support adoption of member facing technologies such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services.
• Responds to member inquiries and requests.  Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.  Processes member transactions accurately and efficiently.  Performs accurate and timely file maintenance on member accounts.  Examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
• Under the direction of management, supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
• Demonstrates 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.
• Maintains established member authentication, quality control, and audit standards.
• Participates in and supports branch and community events.
• Travels to other branch locations on occasion.
• 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.

Equal Employment Opportunity

• FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.