eServices Relationship Officer, Downtown, Bilingual Encouraged

Rio Grande Credit Union•Albuquerque, NM

19h•Onsite

About The Position

The eServices Relationship Officer is responsible for processing new accounts, member service requests, teller transactions and assist with loan questions through electronic delivery channels. Assists in creating an environment and culture to make members dreams come true.

Requirements

Up to 6 months of related experience.
Has a high school degree or equivalent.
Ability to effectively present information and respond to questions from managers, members, and the general public.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Knowledge of Symitar software used to perform member transactions.
Knowledge of Spreadsheet software.
Knowledge of Word Processing software.

Nice To Haves

Bilingual Encouraged

Responsibilities

Open new accounts and perform new member onboarding process.
Meet or exceed deposit goals.
Perform initial quality reviews on new accounts.
Complete butterflying account process.
Perform and resolve routine account-related requests, inquiries, and issues.
Create leads and cases for member products and services that are unable to be resolved.
Completes end of day procedures.
Answers payoff requests and Asset Verification.
NetTeller corrections and unfreezing frozen NetTeller accounts.
Escort vendors to appropriate departments.
Manage and maintain member appointment schedules.
Follows account comments, warnings, and notes.
Verify remote deposit capture.
Respond to Text Concierge messages from the membership.
Process ITM disputes, wires, POA requests and IRA’s.
Complete opening and closing duties and end of day procedures.
Process and verify deposits for cash and checks, withdrawals, transfer and loan payments.
Audits, restricts and unrestricts NetTeller frozen accounts.
Completes eCTR procedures including adding a CTR transactor to accounts for non-members.
Completes SAR’s when appropriate.
Review and correct any account errors.
Completes and verifies members/ non- members via Teams.
Answer routine loan-related requests and inquiries.
Perform, prepare, and obtain all necessary verification and documentation for products and services.
Completely and accurately obtain and input all CIP information for new accounts.
Properly update all necessary CIP information in the core processor for all applicants, and applicable transactions.
Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks; initiating wires, etc.
Accurately identify all members.
Completely and accurately fill out CTRs and SAR for RGCU members or customers.
Ensure that all accounts and transactions are reviewed for the appropriate red flags.
Come to work every day with a member focused, passionate, and dedicated approach.
Approach every member situation from a caring, helpful, and openminded approach.
Proactively approach issues and offer creative solutions that will make doing business with RGCU easier.
Assists in any other areas as directed by the AVP of Digital Services, eBranch Manager, eBranch Assistant Manager, eBranch Lead, Senior Management and/or President/CEO.
Report all suspicious activity to the Risk Management department via the compliance group email.