Relationship Officer

1 day ago

Berkeley, California, United States BluPeak Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Relationship Officer to join our team at BluPeak Credit Union. As a key member of our retail delivery team, you will be responsible for establishing and maintaining strong relationships with our members, providing exceptional service, and driving business growth.

Key Responsibilities
  • Provide day-to-day member service excellence, ensuring member expectations are met and identifying opportunities to grow new and existing consumer relationships.
  • Model leadership, service excellence, and cultural attributes, aligning responsibilities with the company's strategic roadmap and core values.
  • Mentor and advise staff on daily operations, identifying cross-selling opportunities, coaching needs, and goal attainment.
  • Greets and welcomes 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, utilizing consultative conversations to meet each member's perceived and unperceived financial needs.
  • Initiates and participates in relationship-building events, including proactive activities 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, mentoring and guiding members on how to use BluPeak's digital products and services to ensure an extra-ordinary member experience.
  • Performs a variety of file maintenance duties, including 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.
  • 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.
  • Adheres to Mystery Shop Standard Guidelines (if applicable) and 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.
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.
  • 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.
  • 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.
  • 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.

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 providing reasonable accommodation to applicants with physical, mental disabilities, and sincerely held religious beliefs. For more information, contact Human Resources.

PM17

Min: USD $24.00/Hr.

Max: USD $30.00/Hr.

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