Member Relationship Officer

Job Summary

Required Qualifications

• •A minimum of one year up to three years of similar or related experience, including preparatory experience
• •Proven track record in a sales environment, consistently meeting or exceeding goals and objectives
• •Operating in a consultative framework or related experience in a financial organization
• •Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs
• •Strong commitment to mobile and digital strategies
• •Applies critical thinking and problem-solving skills to meet member needs
• •Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member
• •Work with efficiency delivering consistent productivity
• •Exhibits passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members
• •A high school degree or equivalent
• •A significant level of trust, credibility and diplomacy
• •Excellent organizational, analytical and problem-solving skills
• •PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet
• •Excellent verbal, written, telephone and interpersonal communication skills
• •Must possess a service orientation and be willing to sell products and services
• •Ability to manage multiple projects/priorities simultaneously in an effective manner
• •Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc.
• •Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)
• •Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role
• •Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
• •Must be capable of climbing / descending stairs in an emergency situation
• •Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators
• •Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
• •Must be able to work extended hours or travel off site whenever required or requested by management
• •Must be capable of regular, reliable and timely attendance
• •Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
• •Must be able to read and carry out various written instructions and follow oral instructions
• •Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics
• •Must be able to speak clearly and deliver information in a logical and understandable sequence
• •Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
• •Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
• •Must be able to effectively handle multiple, simultaneous, and changing priorities
• •Must be capable of exercising highest level of discretion on both internal and external confidential matters