Financial Relationship Manager
3 days ago
The Relationship Specialist is a key member of our team, responsible for maintaining and deepening financial relationships with members by providing consultative analysis and administering new deposit accounts, consumer loan products, and home loan products. This role requires a thorough understanding of our products and services, as well as the ability to identify solutions that strengthen a member's personal financial situation.
Key Responsibilities- Build, maintain, and deepen member relationships through consultative analysis and solution-based recommendations.
- Deliver exceptional member experiences by consistently achieving or exceeding pre-determined monthly performance metrics.
- Manage individual performance by building and maintaining a strong referral base and pipeline of new and existing members.
- Proactively identify opportunities for self-development and adapt to obstacles without compromising quality.
- Perform transactions, including withdrawals, deposits, check cashing, loan payments, and account maintenance.
- Maintain a thorough knowledge of federal regulations around account security, member confidentiality, and proper loan interview and documentation procedures and policies.
- H.S. Diploma or GED required.
- 1+ years of experience in Sales and Service.
- Exemplary organizational, problem-solving, and verbal and written communication skills.
- Excellent time management skills.
- Strong Mathematical and logic skills.
- Ability to connect and build rapport quickly.
We are a leader in the local credit union space, with a culture focused on smarts, kindness, and continuous learning. Our employees love it, with 93% recommending us to their friends. We are proud to be an equal opportunity employer and value diversity at our company.
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1 week ago
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Bilingual Consumer Loan Specialist
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Consumer Loan Sales Specialist
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Consumer Loan Sales Specialist
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Consumer Loan Sales Specialist
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Consumer Loan Sales Specialist
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Consumer Loan Sales Specialist
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Bilingual Consumer Loan Specialist
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