Member Relationship Officer
$51,646–$57,886 year
On-siteErie, Colorado, United States
Job Summary
Handle service requests, balance problem resolution inquiries, and support teller functions while processing member financial transactions including deposits, withdrawals, check cashing, and wire transfers. Lead efforts to build relationships with current members and prospects by promoting new services, conducting outbound calling, and managing referrals from credit union partners. Proactively generate leads, establish centers of influence to engage prospective members, and explain loan and deposit product openings to meet and exceed goals. Accurately complete Currency Transaction Reports and Suspicious Activity Reports as needed while maintaining member confidentiality and complying with all applicable laws and regulations.
Required Qualifications
- A minimum of one year up to three years of similar or related experience
- Proven track record in a sales environment
- Consistently meeting or exceeding goals and objectives
- Operating in a consultative framework
- Related experience in a financial organization
- Demonstrate confidence in educating members with holistic banking solutions
- Strong commitment to mobile and digital strategies
- Applies critical thinking and problem-solving skills
- Familiarity in time management techniques
- Ability to prioritize workflow
- Ability to deliver consistent productivity
- Exhibits passion, commitment, and drive to deliver the best solutions
- A significant level of trust, credibility and diplomacy
- Excellent organizational, analytical and problem-solving skills
- PC proficient
- Microsoft Office (Word, Excel, Outlook) proficiency
- Internet proficiency
- Excellent verbal, written, telephone and interpersonal communication skills
- Service orientation
- Willingness to sell products and services
- Ability to manage multiple projects/priorities simultaneously
- Ability to function in a financial institution branch environment
- Ability to utilize standard office equipment including fax, copier, telephone
- Intermediate mathematical skills
- Focus, persistence, positive outlook, and discipline
- Ability to bend, sit, and stand
- Occasional lifting of up to 10 lbs
- Capability of climbing / descending stairs in an emergency situation
- Ability to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators
- Ability to routinely perform work on computer for an average of 6-8 hours per day
- Capability of regular, reliable and timely attendance
- Ability to perform job functions independently or with limited supervision
- Ability to work effectively either on own or as part of a team
- Ability to read and carry out various written instructions
- Ability to follow oral instructions
- Ability to complete basic mathematical calculations
- Ability to spell accurately
- Understanding of computer basics
- Ability to speak clearly
- Ability to deliver information in a logical and understandable sequence
- Ability to deal calmly and professionally with numerous different personalities from diverse cultures
- Highest levels of customer service and discretion when dealing with the public
- Ability to perform responsibilities with composure under stress
- Ability to effectively handle multiple, simultaneous, and changing priorities
- Capability of exercising highest level of discretion on both internal and external confidential matters
- Must be able to work extended hours or travel off site whenever required or requested by management
Desired Qualifications
- A high school degree or equivalent
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