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Blue Federal Credit Union · 4 weeks ago

MRCC Member Relationship Officer

Cheyenne, WY 82001, USA

Full-time

Onsite

Entry, Mid Level

$19.70/hr - $22.02/hr

1+ years exp

Blue Federal Credit Union is dedicated to discovering pathways for its members. The Member Relationship Officer is responsible for building relationships with members and prospects, providing service solutions, and ensuring a quality member experience through various electronic channels.

BankingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Lead in adding new services, supporting problem resolution, and operational functions. It is a secondary role to account opening processes for consumer accounts, and availability for ad hoc business accounts, and private client account opening functions, while also supporting lending applications, as needed. Also supports a backup capacity for email, secure platforms in online banking, Chat, or text applications. Promote the best solutions to support the identified needs of the member, through interactions in all electronic channels, outbound calling efforts, and/or management of referrals from credit union partners. Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue’s mission and value, meeting and/or exceeding goals and objectives

Lead and demonstrate robust member experiences through courteous, timely, and professional member engagements and communication. Promptly, accurately and efficiently process member financial transactions. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality. Meet onboarding and retention goals for loans and accounts by creating benefits for the member and resolving issues. Supports Credit Union growth by recognizing opportunities to promote Credit Union products and services to meet members’ needs and takes ownership over issues within your authority for thee-Branch online service channels such as mobile banking, money mover, and Billpay. Proactively identify issues and communicate solution to members and employees quickly and effectively

Explain and expedite the opening, closing, transfer, and rollover of loan and deposit products and services. Support onboarding and re-boarding functions to manage consistent and proactive experience levels for members

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Member relationship managementSales experienceProblem-solving skillsDigital banking knowledgeOrganizational skillsMathematical skillsPC proficiencyService orientationInterpersonal communicationTime management

Required

A minimum of one year up to three years of similar or related experience, including preparatory experience

Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs, with strong commitment to mobile and digital strategies

Applies critical thinking and problem-solving skills to meet member needs

Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity

1-3 years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization

Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

A significant level of trust, credibility and diplomacy is required

In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature

Excellent organizational, analytical and problem-solving skills

PC proficient, including Microsoft Office and Internet

Excellent verbal, written, telephone and interpersonal communication skills

Must possess a service orientation and be willing to sell products and services

Ability to manage multiple projects/priorities simultaneously in an effective manner

Ability to function in a financial institution branch or contact center environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc

Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)

Demonstrates focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control