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Relationship Officer

2 months ago

Berkeley, United States BluPeak Credit Union Full time

Relationship Officer (Berkeley CA)

US-CA-Berkeley

Job ID: 2024-1691
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 companys 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 BluPeaks 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 members perceived and unperceived financial needs.

  • Initiates and participates in relationship building events including proactive activities such as volunteer opportunities that support BluPeaks 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 BluPeaks 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 BluPeaks 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 companys 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 Unions 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



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