eServices Relationship Officer, Downtown, Bilingual Encouraged

Rio Grande Credit Union•Albuquerque, NM

About The Position

The eServices Relationship Officer processes new accounts, member service requests, teller transactions, and routine loan inquiries through electronic delivery channels. The role supports a member-focused environment and helps members access products and services. The position has no supervisory responsibilities and may perform other tasks and trainings as directed by management.

Requirements

Up to 6 months of related experience.
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 interpret written, oral, diagram, or schedule instructions.
Knowledge of Symitar software for member transactions, spreadsheet software, and word-processing software.
Demonstrated oral communication, problem-solving, adaptability, decision-making and judgment, professional boundaries, and quality-management competencies.

Responsibilities

Open new accounts, complete member onboarding, meet or exceed deposit goals, and perform initial quality reviews.
Complete routine account-related requests, inquiries, and issue resolution; create leads and cases for requests that cannot be resolved.
Complete account processes and end-of-day procedures; handle payoff requests, asset verification, NetTeller corrections and account unfreezing, remote deposit capture verification, appointment scheduling, Text Concierge messages, ITM disputes, wires, power-of-attorney requests, and IRA requests.
Escort vendors to appropriate departments and follow account comments, warnings, and notes.
Process and verify cash and check deposits, withdrawals, transfers, and loan payments; review and correct account errors.
Complete eCTR procedures, including adding non-member CTR transactors to accounts; complete SARs when appropriate; verify members and non-members via Teams.
Answer routine loan-related requests and inquiries.
Obtain and process required verification and documentation; accurately collect and update CIP information and perform OFAC checks for relevant transactions.
Identify members, complete CTRs and SARs accurately, and review accounts and transactions for red flags.
Report suspicious activity to the Risk Management department through the compliance group email.
Provide caring, helpful, proactive member service and offer solutions that make doing business with the credit union easier.
Assist in other areas as directed by designated eBranch and Digital Services leaders or senior management.