Financial Relationship Specialist

1 week ago

Germantown, United States Mid-Atlantic Federal Credit Union Full time

Role:
Serve as a primary floater between three branches (Gaithersburg, Germantown and Silver Spring) to cover if someone calls out. On other days, they will remain at their home base branch. Responsible for building member relationships and explaining various product and service offerings that best meet the member's needs. Opens new accounts and disburses consumer loans. Assist with member transactions, self-service transactions and cross-sells MAFCU products and services. Works at different branch locations as needed. Upholds and carries out MAFCU's core values in daily activities providing friendly, courteous and professional service to internal and external members.
Essential Functions & Responsibilities: E 0% Greet and welcome members to the credit union in a courteous and professional manner. Act as lobby manager and provide prompt and efficient member service and assists with resolving member concerns. E 0% Identifies and pursues opportunities to promote and cross sell credit union products and services. Informs members of current promotions. Identifies members who may benefit from specialized services such as mortgages, business and investment services and provide sales leads to the appropriate department. E 0% Responsible for learning the credit union's product and service offerings as well as current promotions in order to effectively communicate the benefits to members through a needs-based assessment. E 0% Opens new memberships. Verifies eligibility for membership. Obtains government issued photo identification and performs Qualifile screening. Completes membership application and obtains signatures. Reviews Membership and Account Agreement Disclosures. E 0% Opens a variety of new accounts. Explains various account and ownership options. Provides product and service recommendations necessary to meet the member's needs. Obtains required documentation to establish account and prepares all forms, assists member with signing new account forms. E 0% Interviews and disburses consumer loans. Explains various consumer loan products to members and provides recommendations necessary to meet the member's needs. Enters member information into the online consumer loan application to submit for underwriting. Follows up with member to communicate the loan decision. Gathers additional information from the member as needed. Schedules appointment with member to disburse the loan. Ensures all loan documents are signed at time of disbursal. E 0% Promotes and recommends MAFCU's online and digital services to enhance member experience. E 0% Assists with member self-service transactions and cross-sells MAFCU products and services. E 0% In the absence of the self-service technology, will processes a variety of routine account transactions to include receiving cash and negotiable instruments for deposits or payments, inspecting and verifying negotiable instruments and placing appropriate holds per credit union policy. Verifies cash amounts received, accepts withdrawal authorizations, verifies signatures, and obtains necessary supervisor overrides as needed. Explains penalty interest for early withdrawals on share certificates, ensures accuracy of cash amounts disbursed to the member, prepares official checks. Processes savings bonds redemption for members. E 0% Processes credit card cash advances. Obtains proper member identification, enters credit card and identification numbers into the cash advance terminal to obtain authorization. Obtains member signature on the credit card advance voucher. Ensures accuracy of cash advance amount disbursed to the member. E 0% Monitors cash flow of the branch, including the vault and ATMs. Orders cash supply within established guidelines. E 0% Monitors and submits monthly reports on the inventory of all negotiable instruments. Completes required audits as necessary. Manages vault cash. E 0% Balances daily transactions and assists with branch settlement at the end of day. Interfaces with appropriate departments to resolve any posting, balancing, or research problems. E 0% Monitors department activities for compliance with established policy and regulations. Takes action to resolve any out of compliance issues. Ensures the branch is well stocked with current forms. E 0% Protects the credit union assets and records, as well as the privacy of member information by following all established procedures and guidelines. E 0% Remains cognizant of and adheres to Mid Atlantic Federal Credit Union's policies, procedures, and regulations pertaining to the Bank Secrecy Act. N 0% Performs other duties as assigned.
Performance Measurements: 1. To meet or exceed Quality Loop goals. 2. To meet or exceed individual consumer loan goals. 3. To meet or exceed individual auto loan Gap penetration goal. 4. To meet or exceed individual consumer loan Debt Protection penetration goal. 5. To meet or exceed individual investment referral goal. 6. To meet or exceed individual Merchant Services, Business & Mortgage Loan Referral goals. 7. To meet or exceed individual Checking Account goal. 8. To ensure all transactions are processed accurately. 9. To balance within policy guidelines.
Knowledge and Skills: Experience Three years to five years of similar or related experience. Education A high school education or GED. Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills PC proficiency in Microsoft Office Word and Excel. Strong knowledge and understanding of XP Systems preferred. Physical Requirements Work Environment

  • Financial Relationship Specialist

    4 weeks ago

    Germantown, United States Mid-Atlantic Federal Credit Union Full time

    **Role**: Serve as a primary floater between three branches (Gaithersburg, Germantown and Silver Spring) to cover if someone calls out. On other days, they will remain at their home base branch. Responsible for building member relationships and explaining various product and service offerings that best meet the member's needs. Opens new accounts and...

  • Financial Relationship Specialist

    3 weeks ago

    Germantown, United States Mid-Atlantic Federal Credit Union Full time

    Role: Serve as a primary floater between three branches (Gaithersburg, Germantown and Silver Spring) to cover if someone calls out. On other days, they will remain at their home base branch. Responsible for building member relationships and explaining various product and service offerings that best meet the member's needs. Opens new accounts and disburses...

  • Client Service Specialist

    3 weeks ago

    Germantown, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their lifes ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    2 weeks ago

    Germantown, Tennessee, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life's ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    2 months ago

    Germantown, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    4 weeks ago

    Germantown, United States Prime Capital Investment Advisors Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Germantown, TN Market. We are a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Marketing Specialist Job

    2 weeks ago

    Germantown, Maryland, United States FYZICAL Therapy & Balance Centers Full time

    FYZICAL Therapy & Balance Centers is seeking a full-time Marketing Specialist to join our team in our Germantown, MD, location. The Marketing Specialist works closely with our clinical team in the activation of local marketing efforts and execution of the long-term marketing strategy. In addition to the functions below, the responsibilities of the Marketing...

  • Entry-Level Financial Professional

    4 weeks ago

    Germantown, United States New York Life Full time

    DescriptionIntroductory Level Financial Professional Take up the mantle of 175 years of success as a Licensed Financial Advisor in Germantown, TN. Understand that every sector of the market is not created equal, and do not accept just any job. At New York Life, you are provided with top-notch producer service and promotional plans, and we are devoted to...

  • Senior Financial Analyst, FP&A

    4 weeks ago

    Germantown, United States Hire Point Recruiting Full time

    About the job Senior Financial Analyst, FP&A (2032948) The Senior Financial Analyst, FP&A will report to the Manager of FP&A and work closely with business leaders, finance, and accounting peers across the organization. In this critical role, you will collaborate with the Manager of FP&A to provide the leadership team with valuable financial insights. Your...

  • Total Access Specialist

    2 months ago

    Germantown, United States Airgas, Inc. Full time

    Are you a person who likes speaking with people and forming relationships? Are you a person who thrives in a fast-paced and challenging environment with unlimited career path and income potential... WE WANT YOU! Airgas is currently seeking an Inside Sales Specialist, Specialist, Inside Sales, Manufacturing, Healthcare, Development

  • Entry-Level Financial Professional

    4 weeks ago

    Germantown, United States New York Life - Fields Team Full time

    Job DescriptionJob DescriptionIntroductory Level Financial ProfessionalTake up the mantle of 175 years of success as a Licensed Financial Advisor in Germantown, TN. Understand that every sector of the market is not created equal, and do not accept just any job. At New York Life, you are provided with top-notch producer service and promotional plans, and we...

  • Entry-Level Financial Professional

    4 weeks ago

    Germantown, United States New York Life - Fields Team Full time

    Job DescriptionJob DescriptionIntroductory Level Financial ProfessionalTake up the mantle of 175 years of success as a Licensed Financial Advisor in Germantown, TN. Understand that every sector of the market is not created equal, and do not accept just any job. At New York Life, you are provided with top-notch producer service and promotional plans, and we...

  • Marketing Specialist

    2 months ago

    Germantown, United States FYZICAL Therapy and Balance Centers Full time

    Job DescriptionJob DescriptionFYZICAL Therapy & Balance Centers is seeking a full-time Marketing Specialist to join our team in our Germantown, MD, location. The Marketing Specialist works closely with our clinical team in the activation of local marketing efforts and execution of the long-term marketing strategy.In addition to the functions below, the...

  • Marketing Specialist

    3 months ago

    Germantown, United States FYZICAL Therapy and Balance Centers Full time

    Job DescriptionJob DescriptionFYZICAL Therapy & Balance Centers is seeking a full-time Marketing Specialist to join our team in our Germantown, MD, location. The Marketing Specialist works closely with our clinical team in the activation of local marketing efforts and execution of the long-term marketing strategy.In addition to the functions below, the...

  • Entry-Level Financial Professional

    2 weeks ago

    Germantown, Tennessee, United States New York Life Full time

    Introductory Level Financial ProfessionalTake up the mantle of 175 years of success as a Licensed Financial Advisor in Germantown, TN. Understand that every sector of the market is not created equal, and do not accept just any job. At New York Life, you are provided with top-notch producer service and promotional plans, and we are devoted to unlocking your...

  • Marketing Specialist Job

    4 weeks ago

    Germantown, United States FYZICAL Therapy & Balance Centers Full time

    FYZICAL Therapy & Balance Centers is seeking a full-time Marketing Specialist to join our team in our Germantown, MD, location. The Marketing Specialist works closely with our clinical team in the activation of local marketing efforts and execution of the long-term marketing strategy. In addition to the functions below, the responsibilities of the Marketing...

  • Senior Financial Analyst, FP&A

    4 weeks ago

    Germantown, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst, FP&Awill report to the Manager of FP&A and work closely with business leaders, finance, and accounting peers across the organization. In this critical role, you will collaborate with the Manager of FP&A to provide the leadership team with valuable financial insights. Your contributions will be...

  • Senior Financial Analyst, FP&A

    4 weeks ago

    Germantown, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst, FP&Awill report to the Manager of FP&A and work closely with business leaders, finance, and accounting peers across the organization. In this critical role, you will collaborate with the Manager of FP&A to provide the leadership team with valuable financial insights. Your contributions will be...

  • Senior Financial Analyst, FP&A

    4 weeks ago

    Germantown, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst, FP&A will report to the Manager of FP&A and work closely with business leaders, finance, and accounting peers across the organization. In this critical role, you will collaborate with the Manager of FP&A to provide the leadership team with valuable financial insights. Your contributions will be...

  • Senior Financial Analyst, FP&A

    4 weeks ago

    Germantown, United States Hire Point Recruiting Full time

    Job DescriptionJob DescriptionThe Senior Financial Analyst, FP&A will report to the Manager of FP&A and work closely with business leaders, finance, and accounting peers across the organization. In this critical role, you will collaborate with the Manager of FP&A to provide the leadership team with valuable financial insights. Your contributions will be...