Relationship Officer

2 weeks ago

Berkeley, California, United States BluPeak Credit Union Full time
Job Title: Relationship Officer

BluPeak Credit Union is seeking a skilled Relationship Officer to join our team. As a Relationship Officer, you will be responsible for establishing and maintaining member relationships to meet their financial needs, providing exceptional service, and creating loyal members while meeting branch and corporate objectives.

Key Responsibilities:
  • Provide day-to-day member service excellence and ensure member expectations are met while identifying, acquiring, and growing new and existing consumer relationships, including deposit and loan portfolios.
  • Model leadership, service excellence, cultural values, and commitments, aligning responsibilities with the company's strategic roadmap, purpose, vision, strategic themes, and objectives.
  • Promote team spirit with employees and assist staff with questions, issues, and concerns.
  • 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.
  • Identify, acquire, and grow new and existing consumer relationships, including deposit and loan portfolios, utilizing the Deep Dive using consultative conversations to meet each member's perceived and unperceived financial needs.
  • Initiate and participate in relationship-building events, including proactive activities such as volunteer opportunities that support BluPeak's purpose and attending community events.
  • Initiate proactive service calls to members, including internal lists.
  • Establish new memberships, checking, savings accounts, term investments, IRAs, and other products and services, such as Online Banking, and mentor and guide members on how to use BluPeak's digital products and services to ensure an extraordinary member experience.
  • Perform on-boarding activities for all new and existing members, possibly including follow-up calls.
  • Perform 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) and 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, meet 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 email 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 Union's 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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