Relationship Manager

1 week ago

Nashville, Tennessee, United States Fortera Credit Union Full time
**To be considered for this position, you must apply on the Fortera website

Apply at:

Salary:
$25.00/hr. Rotating Saturdays

Relationship Manager

Branch Operations Clarksville,

TN ID:
Full-Time/Regular

Position Purpose Responsible for performing a variety of member transactions with an emphasis on loan and new account origination. Conducts consultative member interviews to uncover member needs and recommends appropriate products and services. Generates new business from existing and potential members. Provides exceptional external and internal member service with a smile. Performs teller transactions as needed based on needs of branch.

**Essential Functions and Basic Duties

Assumes responsibility for meeting established sales and service goals.

Attains a minimum of 85% or higher overall on individual scorecard
Actively cross-sell and identify credit union products and services that align with member's financial needs. Refer to internal/external business partners as necessary.
Maintain established minimum score for NPS member transaction surveys
Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals.

Assumes responsibility for the effective and professional performance of member service functions.

Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.

Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party.

Resolves member bookkeeping and account problems. Takes stop payment orders.
Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.
Performs file maintenance and account changes as needed.

Keeps members informed of Credit Union products and services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.

Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.

Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance.

Utilize CRM to track leads, referrals, outbound calling, and appointments.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

Assists area personnel as required.
Keeps supervisor informed of area activities and of any significant problems or concerns.
Completes required reports and records accurately and promptly.
Adheres to assigned schedule and break periods. Regular attendance and punctuality are required.
Attends and participates in all meetings, trainings and committees as required.

Assumes responsibility for the efficient, effective, and accurate performance of teller functions.

Represents the Credit Union in a courteous and professional manner.

Receives share deposits and loan payments.


Processes cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, and stop payments.

Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.

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