Financial Relationship Specialist

6 days ago

Minneapolis, Minnesota, United States Wings Financial Credit Union Full time
Job Summary
We are seeking a highly skilled and motivated Financial Relationship Specialist to join our team at Wings Financial Credit Union. As a key member of our branch, you will be responsible for building and maintaining strong relationships with our members by providing exceptional customer service, recommending products and services, and helping them achieve their financial goals.

About the Role
In this role, you will assist members with opening new accounts, completing service requests, and submitting credit applications. You will also proactively educate members on our products and services, actively cross-sell and make qualified referrals for additional loan, deposit, and fee income products and services. Your goal will be to establish trust and lasting relationships with our members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.

Responsibilities
• Assist members with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
• Proactively educate members on the features and benefits of our products and services and actively cross-sell and make qualified referrals for additional appropriate loan, deposit, and fee income products and services.
• Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
• Responsible for providing notarial services to members, including witnessing and authenticating documents and verifying member identity.
• Receive direction from managers and exercise judgment within defined policies and procedures.
• Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
• Refer members to financial experts, as needed (e.g., First Mortgage and Financial advisors).
• Properly diagnose and perform research to resolve moderately complex member issues, including communicating with other departments for issue resolution.
• Consistently exceed established sales goals.
• Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
• Support the branch community by being involved in Wings-sponsored events and/or community events.
• Stay current on all Wings promotions and participate in contests and activities to support the goals.
• Follows through on risk and compliance processes and policies to ensure we safeguard our members' assets, maintain their privacy, and act in their best interest.
• Supportive of a diverse and inclusive working environment.
• Always convey a professional image by being respectful, courteous, and considerate of members and coworkers through verbal and non-verbal communications, adhering to dress code and maintaining a clean and organized workspace.
• Provide support to other teams within Retail Delivery, if needed, which may require travel.
• Perform additional responsibilities as assigned to meet business needs.

Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the education, knowledge, skills, and/or ability required:
• High School diploma required.
• Some college experience is preferred.
• Proven sales skills and 1 year member service or retail banking experience preferred.
• Cash handling experience preferred.
• Knowledge of banking and/or credit union regulations, preferred.
• Experience recommending products and plans to improve a member's financial position, preferred.
• Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service.
• Excellent member service skills with a member-focused mindset.
• Desire, ability, and experience in working with and helping other people in a professional setting with a professional business appearance.
• Acts as part of a cohesive team, demonstrating excellent people skills and the ability to interact positively with other employees.
• Proficient with MS Office products and general office equipment.
• Comfortable and confident with self-service technology.
• Good organizational skills, detail-oriented with strong emphasis on accuracy and integrity.
• Ability to collaborate well with people with diversified personalities.
• Ability to maintain composure and problem solve with a positive solutions-oriented mindset.
• Demonstrated attention to detail, reliability, and personal accountability.
• Excellent verbal and non-verbal communication skills.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
• Required to obtain or possess a Mortgage Loan Originator ('MLO') unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements, including passing background and credits checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
• Notary license required upon hire.
• Bondable

Salary Range
$45,000 - $65,000 per year, depending on experience.

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