Relationship Development Officer

2 weeks 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 team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional service, and driving business growth.

Key Responsibilities
  • Develop and implement strategies to grow consumer loans and deposits, meeting sales objectives and exceeding member expectations.
  • Provide day-to-day member service, ensuring that all interactions are professional, courteous, and exceed member satisfaction.
  • Mentor and advise staff on daily operations, identifying cross-selling opportunities, coaching needs, and goal attainment.
  • Identify, acquire, and grow new and existing consumer relationships, including deposit and loan portfolio.
  • Utilize consultative conversations to meet each member's perceived and unperceived financial needs.
  • Initiate and participate in relationship-building events, including proactive activities that support BluPeak's purpose and attending community events.
  • Perform 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.
  • Coordinate the application process between the member and BluPeak's Loan Servicing department, ensuring a smooth process and exceptional service for the member.
  • Manage credit card queues, including timely and proactive follow-up on approved cards, referrals to meet targeted referral ratios, and other product cross-sell ratios.
  • Ensure all new accounts are opened properly and verified timely for audit purposes.
  • Complete wire transactions and/or approvals.
  • Ensure all projects/assignments are completed timely and accurately.
  • Cross-sell all products and services to meet member needs and achieve strategic objectives, cross-sell ratios, and member retention goals.
  • Maintain the required knowledge of products, services, policies, and procedures, laws, and regulations and other compliance requirements that pertain to the deposit and lending functions.
  • Assist team members to ensure continuity of service and achievement of individual, team, and organizational business goals.
  • Adhere to Mystery Shop Standard Guidelines (if applicable). Utilize skills from Creating Member Loyalty Training and other programs as directed by management.
  • Protect the credit union member assets by identifying all members when transacting business and giving information, adhering to security and privacy practices.
  • Be member-focused and model the following attributes: leadership, service excellence, cultural attributes, commitments, and align responsibilities with the company's core strategy, strategic objectives, brand promise, vision, and values.
  • In accordance with approved credit union objectives and guidelines, be specifically responsible for meeting performance metrics, including branch growth and profitability projections and operations.
Requirements
  • 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.
  • The ability to respond to common and intricate inquiries 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.
  • 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.
Equal Opportunity Employer

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.

Background Check

Employment may be contingent upon BluPeak Credit Union's receipt of an acceptable and job-related background check, drug screen, credit check, and vaccine verification, as applicable and permissible by law.

Salary Range

USD $24.00/Hr. - USD $30.00/Hr.

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