Current jobs related to Relationship Officer - Berkeley, California - BluPeak Credit Union

  • Relationship Officer

    2 days ago

    Berkeley, California, United States BluPeak Credit Union Full time

    Job SummaryWe are seeking a highly skilled Relationship Officer to join our team at BluPeak Credit Union. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our members, providing exceptional service, and driving business growth.Key ResponsibilitiesProvide day-to-day member service excellence,...

  • Member Relationship Specialist

    2 days ago

    Berkeley, California, United States BluPeak Credit Union Full time

    Job SummaryWe are seeking a highly skilled Relationship Officer to join our team at BluPeak Credit Union. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our members, providing exceptional service, and driving business growth.Key ResponsibilitiesProvide day-to-day member service excellence,...

  • Chief Fundraising Officer

    1 week ago

    Berkeley, California, United States Essential Access Health Full time

    Job Title: Chief Fundraising OfficerCompany: Essential Access HealthJob OverviewThe Chief Fundraising Officer serves as a strategic collaborator with the Co-CEOs, leading the development and execution of a robust, multi-faceted fundraising strategy. This role is essential in managing donor relationships, initiating innovative fundraising campaigns, and...

  • Office Coordinator

    1 week ago

    Berkeley, California, United States Bay Systems Consulting Inc. Full time

    Job OverviewPosition Title: Administrative AssistantCompany: Bay Systems Consulting Inc.Compensation: $40.00 per hourContract Duration: 6-12 months with potential for extension or conversion based on performanceBenefits: Comprehensive benefits package including Medical, Dental, Vision, Paid Time Off, and Matching 401kWork Schedule: This role requires three...

  • Office Coordinator

    4 days ago

    Berkeley, California, United States Bay Systems Consulting Inc. Full time

    Job OverviewPosition Title: Administrative AssistantLocation: Bay Systems Consulting Inc.Compensation: $40.00 per hourContract Duration: 6-12 months with potential for extension or conversion based on performanceBenefits: Comprehensive benefits package including Medical, Dental, Vision, Paid Time Off, and Matching 401kWork Schedule: This role requires...

  • Office Coordinator

    1 week ago

    Berkeley, California, United States Bay Systems Consulting Inc. Full time

    Job OverviewPosition Title: Administrative AssistantCompany: Bay Systems Consulting Inc.Compensation: $40.00 per hourContract Duration: 6-12 months with potential for extension or conversion based on performanceBenefits: Comprehensive benefits package including Medical, Dental, Vision, Paid Time Off, and Matching 401kWork Schedule: This role requires three...

  • Sales Representative

    2 days ago

    Berkeley, California, United States OUTFRONT Media Full time

    About OUTFRONT MediaWe are a leading media company that leverages creative excellence, strategic locations, and data-driven insights to drive business growth for our clients. Our mission is to help businesses, organizations, and individuals achieve their goals through effective marketing and advertising solutions.We are seeking highly motivated and...

  • Sales Executive, Education Solutions

    2 days ago

    Berkeley, California, United States Amplify Full time

    About the RoleAmplify is seeking a seasoned Sales Executive to join our team and drive revenue growth in the K-12 education sector. As a key member of our sales team, you will be responsible for identifying new business opportunities, building relationships with key stakeholders, and delivering exceptional customer experiences.Key ResponsibilitiesProduct...

  • Client Services Coordinator

    1 week ago

    Berkeley, California, United States Edward Jones Full time

    Are you seeking a rewarding career path? The role of Client Services Coordinator may be the ideal fit for you. Client Services Coordinators collaborate with Financial Advisors to assist clients in reaching their long-term financial aspirations. We take pride in serving over seven million clients. As a vital member of the client team, our Client Services...

  • Executive Vice President of Operations

    1 week ago

    Berkeley, California, United States JCC Association Full time

    Key Responsibilities: POSITION OVERVIEW The Executive Vice President of Operations will collaborate closely with the Chief Executive Officer and will be an integral member of the senior leadership team. This role is essential in ensuring the financial and operational integrity of the JCC Association. Core Responsibilities: Financial ManagementCollaborate...

  • Account Manager, K-12 Education

    2 days ago

    Berkeley, California, United States Amplify Full time

    About the RoleAmplify is seeking a seasoned Sales Executive to join our team and drive revenue growth in the K-12 education sector. As a key member of our sales team, you will be responsible for identifying new business opportunities, building relationships with key stakeholders, and delivering exceptional customer experiences.Key ResponsibilitiesProduct...

  • Director of Human Resources for Classified Staff

    2 days ago

    Berkeley, California, United States CSPCA: California School Personnel Commissioners Association Full time

    About CSPCA: California School Personnel Commissioners AssociationCSPCA: California School Personnel Commissioners Association is a leading organization in the field of education, responsible for providing exceptional services to its members and the community. Our mission is to empower and inspire our diverse student body to achieve academic excellence and...

  • Sales and Merchandising Specialist

    4 days ago

    Berkeley, California, United States Zwilling J.A. Henckels Full time

    Job Summary:The Culinary Brand Ambassador and Sales and Merchandising Specialist is a self-motivated professional with a passion for the culinary arts who serves as a brand ambassador and selling consultant for Zwilling J.A. Henckels. This role involves collaborating with retailers to provide product knowledge, training, and merchandising support to enhance...

  • Insurance Business Leader

    1 day ago

    Berkeley, California, United States The Voleon Group Full time

    About the RoleWe are seeking a seasoned executive to spearhead our insurance business, driving growth and innovation in this exciting sector.Key ResponsibilitiesBusiness Line Development: Establish a new business line dedicated to insurance, including the development of business models, revenue streams, and a go-to-market strategy. Ensure compliance with...

  • Culinary Brand Ambassador

    4 days ago

    Berkeley, California, United States Zwilling J.A. Henckels Full time

    Job Summary:The Culinary Brand Ambassador and Sales and Merchandising Specialist is a self-motivated professional with a passion for the culinary arts who serves as a brand ambassador and selling consultant for Zwilling J.A. Henckels. This role involves collaborating with retailers to provide product knowledge, training, and merchandising support to enhance...

  • Administrative Coordinator

    5 days ago

    Berkeley, California, United States LTD Global Full time

    Job OverviewEmployment Type: ContractContract Duration: Until April 2025Hours: 40 hrs/week, office hoursLocation: Remote/HybridPosition SummaryThis role is pivotal in delivering comprehensive administrative support to researchers and staff, as well as facilitating various departmental programs. Under the direction of the team lead, the individual will act as...

  • Director of Insurance Strategy

    1 day ago

    Berkeley, California, United States The Voleon Group Full time

    About The Voleon GroupThe Voleon Group is a technology company that applies cutting-edge machine learning techniques to real-world problems in finance. For over a decade, we have led our industry and worked at the forefront of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals...

  • Senior Environmental Engineer

    3 days ago

    Berkeley, California, United States Society of Exploration Geophysicists Full time

    **About the Role**Society of Exploration Geophysicists is seeking a highly skilled Senior Environmental Engineer to join our team as an EH&S Compliance Specialist. As a key member of our environmental consulting team, you will be responsible for managing technical projects related to waste, water, and safety regulations, as well as air quality...

  • Law Clerk

    3 weeks ago

    Berkeley, California, United States Michael Sullivan & Assoc Full time

    Do you consider yourself the "best of the best?" Want to be a part of something truly unique? Michael Sullivan & Associates LLP is setting the bar high with regard to the way it serves its clients and settles its cases. As a cutting-edge law firm that provides high-quality litigation defense, we are changing the way that Workers Compensation cases are being...

  • Administrative Coordinator

    1 week ago

    Berkeley, California, United States LTD Global Full time

    Job OverviewEmployment Type: ContractContract Duration: Until April 2025Hours: 40 hrs/week, office hoursLocation: Berkeley, CAPosition SummaryThis role is essential in delivering comprehensive administrative support services for researchers and staff, while also aiding various programs within the department. Working under the supervision of the team lead,...

Relationship Officer

2 months ago

Berkeley, California, United States BluPeak Credit Union Full time

Relationship Officer

US-CA-Berkeley

Job ID:
Type: Regular Full-Time
# of Openings: 1
Category: Retail (Branches)
Berkeley Branch

Overview

Under the direction of the designated manager is responsible for establishing and maintaining member relationships to meet the members financial needs, provide extra-ordinary world class service, and create loyal members while meeting Branch and Corporate objectives. Responsible for growing consumer loans (Credit Cards, Auto Loans, Other Consumer Loans, Home Equity Loans and Lines and Mortgage Referrals) to meet consumer loan sales objectives.

Responsibilities
  • Responsible for providing day-to-day member service excellence and ensuring member expectations are met while identifying, acquiring and growing new and existing consumer relationships, including deposit and loan portfolio.
  • Responsible for modeling the following attributes: leadership, service excellence, cultural values and commitments. Aligns responsibilities with the company's strategic roadmap, purpose, vision, strategic themes and objectives and digital-first mindset.
  • Promotes team spirit with employees and assists staff with questions/issues/concerns.
  • Mentors and advises staff on daily operations, identifying cross-selling opportunities, coaching needs and goal attainment.
  • Greets and welcome members to the credit union in a courteous and professional manner, adhering to BluPeak's member service standard and Core Values.
  • Identifies, acquires and grows new and existing consumer relationships, including deposit and loan portfolio. Utilizes the Deep Dive using consultative conversations to meet each member's perceived and unperceived financial needs.
  • Initiates and participates in relationship building events including proactive activities such as volunteer opportunities that support BluPeak's purpose and attending community events.
  • Initiates proactive service calls to members, including internal lists.
  • Establishes new memberships, checking, savings accounts, term investments, IRAs, and other products and services, such as Online Banking, etc. Mentors and guides members on how to use BluPeak's digital products and services to ensure an extra-ordinary member experience.
  • Performs appropriate on-boarding activities for all new and existing members, possibly including follow-up calls.
  • Performs a variety of file maintenance duties, including but not limited to: adding owners/signers, updating personal information, adding additional products, decedent accounts, trust certifications, and POAs as requested by members.
  • Coordinates the application process between the member and BluPeak's Loan Servicing department, ensuring a smooth process and extra-ordinary service for the member.
  • Manages credit card queues, including timely and proactive follow-up on approved cards, referrals to meet targeted referral ratios and other product cross-sell ratios. Maintains reporting for all loan leads, daily monitoring and follow up of credit card queues directed by management.
  • Ensures all new accounts are opened properly and verified timely for audit purposes.
  • Completes wire transactions and/or approvals.
  • Ensures all projects/assignments are completed timely and accurately.
  • Cross-sells all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals.
  • Maintains the required knowledge of products, services, policies and procedures, laws and regulations and other compliance requirements that pertain to the deposit and lending functions.
  • Assists team members to ensure continuity of service and achievement of individual, team and organizational business goals.
  • Adhers to Mystery Shop Standard Guidelines (if applicable). Utilizes skills from Creating Member Loyalty Training and other programs as directed by management.
  • Protects the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.
  • Is member focused and models the following attributes: leadership, service excellence, cultural attributes, commitments, and aligns responsibilities with the company's core strategy, strategic objectives, brand promise, vision and values.
  • In accordance with approved credit union objectives and guidelines, is specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations.
  • Other duties as assigned.

SUPERVISORY RESPONSIBILITIES
Position may require some supervisory responsibilities on an exception basis with prior approval from AVP of Retail Delivery or VP, Retail Innovation & Experience in the absence of a manager. This may include opening/closing procedures as well as override authority within assigned limits.

Qualifications
  • High school diploma or general education degree (GED); 3 or more years of experience in originating consumer loans preferred and three to five years related banking positions or equivalent; sales experience and/or training; or equivalent combination of education and experience.
  • To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative.
  • The ability to read, analyze and interpret common and technical procedures, financial reports and legal documents. The Ability to respond to common and intricate inquires or complaints from members, regulatory agencies or members of the business community.
  • Experience with creating and writing reports, correspondence and presentations that effectively present information to staff, top management, public groups and Credit Union members.
  • The ability to use loan origination systems, contact management software, and other Microsoft Office application products, as well as the ability to learn new applications quickly. Requires general knowledge of computer network and database use.
  • Notary a Plus.
  • All Mortgage Loan Originators (MLO) must be actively registered with the National Mortgage Licensing Service (NMLS). Must renew and pass annually to maintain active status.
  • Must be able to work branch operational hours to include weekends, and to work occasional nights or weekends.

Must be able to work onsite in the Berkely Branch.

BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Employment may be contingent upon BluPeak Credit Union's receipt of an acceptable and job-related background check, drug screen, credit check and vaccine verification, as applicable and permissible by law. BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.

PM17

Compensation details: 24-30 Hourly Wage

PI4aaf8d5ebdd