Customer Relationship Specialist

2 weeks ago

Meridian, Idaho, United States First Federal Savings Bank Full time
Why Choose First Federal Savings Bank?

At First Federal Savings Bank, our commitment to serving our members and communities has been our guiding principle for over a century. We pride ourselves on our unique culture, which prioritizes meaningful work and offers a range of benefits that come with being part of Idaho's only mutual bank—where our account members are our focus, not stockholders.

Eligible employees enjoy a comprehensive benefits package that includes paid vacation, sick leave, and holidays; health, dental, and vision insurance; a 401(K) retirement plan; educational assistance; life insurance; and long-term disability coverage.

We also encourage community involvement through paid service hours and our Pay-It-Forward program, allowing our employees to give back to the communities we serve. Since 2003, the First Federal Foundation has contributed over $1.4 million to local non-profits. If you are looking for a meaningful career within a community-oriented team, consider joining us.

Key Responsibilities
  • Build and nurture strong customer relationships by delivering personalized service tailored to the unique needs of each banking client.
  • Guide customers through the process of opening and managing personal and business accounts, including checking, savings, and time deposits.
  • Evaluate customer applications, analyze financial information, and recommend suitable financial products while maintaining clear communication throughout the process.
  • Clarify loan terms and conditions, ensuring customers are well-informed.
  • Authorize loans within designated limits and escalate applications exceeding those limits to management for further review.
  • Possess in-depth knowledge of all bank products and services to effectively meet customer needs.
  • Stay informed about competitors' offerings and maintain a strong understanding of our banking products and services.
  • Deliver exceptional customer service to all clients and foster a positive work environment.
  • Exercise independent judgment in recommending loans and products in accordance with bank policies.
  • Initiate, review, and approve wire transfer requests as necessary.
  • Review legal documentation as required.
  • Conduct credit checks and validate customer information for loan requests.
  • Coordinate with the central appraisal department to order appraisals as needed.
  • Assist in preparing loan packages in compliance with bank standards.
  • Stay updated on new legislation and regulations impacting consumer lending policies.
  • Provide reports on the status of consumer loans and marketing strategies based on current and historical workloads.
  • Address inquiries from applicants, realtors, and other referral sources, resolving customer complaints promptly.
  • Complete all required logs and reports as mandated by management.
  • Achieve or surpass established sales, cross-sell, and referral targets as applicable.
  • Adhere to the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and maintain registration with the NMLS, with annual renewal required.
  • Perform all job duties while ensuring compliance with applicable banking laws and regulations.
Additional Responsibilities
  • Participation in community events to promote the bank is expected.
Required Qualifications

A high school diploma or equivalent, along with a minimum of one year of experience in consumer lending and account management.

Physical Requirements and Work Environment

This role involves sitting for extended periods, requiring close visual acuity and the ability to operate standard office equipment, including computers, copiers, and telephones. Some travel may be necessary for sales calls and customer meetings. The position is primarily office-based.

Preferred Qualifications

Two years of experience in consumer lending and retail banking (including new accounts and teller services) with a proven track record of meeting and exceeding production goals.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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