Member Relations Manager

FIRST COMMUNITY CREDIT UNION•Janesville, WI

3d•$22 - $26

About The Position

The Member Relations Manager models a high-energy, world-class service and sales culture within the branch and credit union. The role coaches, develops, and mentors front-line staff; supports branch operations; and builds relationships with members to promote products and services that support their financial goals. The manager follows FirstCCU lending policies and underwriting guidelines and assists the Branch Manager or Senior Management with day-to-day operations. The position includes opening member accounts and handling loan applications and processing. Duties include counseling members about loans and repayment terms, obtaining credit information, reviewing collateral insurance and loan records, processing approved loans, and recording application outcomes and related changes. The role also responds to telephone inquiries about loans and credit union products and services, follows applicable state and federal regulations, and performs other duties as assigned to support the credit union’s goals.

Requirements

Passionate and enthusiastic.
Strong leadership skills, including planning, organization, communication, mentoring, coaching, staff development, and goal setting.
World-class service skills.
Intermediate knowledge of credit union products, services, loan policies, and procedures.
Strong sales and sales-coaching skills.
Knowledge of federal and state regulations relating to credit union operations management.
Knowledge of Microsoft Office applications.
Intermediate math skills, including calculations involving decimals, percentages, and fractions.
Availability to work weekends and extended hours as needed.
Availability to attend off-site sales events and credit union functions as needed.
Outgoing personality and ability to seek new business and make outbound phone calls.
Works well with others and follows directions.
Able to work independently and detail oriented.
Willingness to make underwriting decisions.
High school education.
Required to become a notary.
Must comply with applicable government and other regulations affecting the credit union industry, including the Bank Secrecy Act and USA Patriot Act.

Responsibilities

Model the First Community Credit Union mission, vision, and values within the organization and communities.
Lead teller staff, support their performance and development, and help achieve credit union goals.
Assist with branch services and operations, including teller backup when needed.
Promote an energetic, high-quality service and sales culture and identify ways to improve member service.
Build relationships with new and existing members that lead to sales, cross-sales, and referrals; identify member needs and recommend relevant products and services.
Make outbound calls to promote sales and mentor and motivate front-line staff.
Assist the Branch Manager or Senior Management with day-to-day operations.
Follow lending policies and underwriting guidelines.
Open share draft, certificate, individual retirement, and club accounts.
Counsel members about loan problems, changes to payment terms, repayment schedules, collateral releases, and loan purpose, amount, and payment terms.
Take and review loan applications and recommend dispositions to Senior Lending staff for other loan applications.
Obtain credit ratings as required.
Close and process loan requests; obtain collateral information; and secure and verify signatures and witnesses on documents.
Review and update member records, credit ratings, loan screens, and documents for accuracy.
Review collateral insurance records and request insurance coverage from members.
Arrange for the credit union’s security interest to be placed on titled documents and request discharge of security interests when required.
Disburse checks on approved loans.
Record approved or rejected loan applications, extension agreements, security releases, and deferred payments in member files.
Answer telephone requests for loan information and information about credit union products and services.
Follow state and federal laws and regulations.
Promote a positive credit union image outside working hours.
Perform other assigned or necessary duties to meet the credit union’s goals and objectives.