Financial Services Relationship Manager
6 days ago
This position involves developing and nurturing relationships with members of Cornerstone Community Financial Credit Union.
The successful candidate will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. The goal is to deepen member relationships with CCF in accordance with CCF's goals and growth targets.
Key Responsibilities:
- Member Relationships: Utilize a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions. Facilitate mortgage lending processes, open and maintain consumer accounts, process consumer loan applications, credit insurance, GAP, and MBP.
- Transaction Processing: Process financial transactions, update account information, and document member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
- Issue Resolution: Research issues and situations, collaborate with internal departments as necessary, to resolve concerns.
- Cross-Functional Collaboration: Foster cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follow-up through the loan closing process.
- Departmental Support: Perform department-related support duties, including scanning, faxes, and working daily reports.
Requirements:
- Bachelor's degree or equivalent work experience required.
- Six months to two years of similar or related experience preferred.
- Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
- Proficiency with the Microsoft suite of products, including Word and Outlook.
- Familiarity with financial products preferred.
- Ability to perform basic mathematical calculations, including addition, subtraction, division, multiplication, rates, and percentages.
- Strong attention to detail.
- Demonstrated strong customer service skills, proven ability to handle difficult member interactions.
- Strong communication skills demonstrated through oral and written means.
- Proven sales aptitude.
- Ability to be bonded.
- Ability to obtain and maintain notary designation.
We offer a competitive salary range of $45,000 - $65,000 annually, depending on qualifications and experience. Salary estimates based on location and market data suggest that this role may pay around $55,000 per year.
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