Member Relationship Advisor II

FRANKLIN MINT GROUP • Downingtown, PA

240d

About The Position

The position is focused on generating new business and providing ongoing relationship servicing with current members of the credit union. The role involves cross-selling credit union products and services to assist members in meeting their financial needs. A proficient understanding of all credit union products and services, including personal and vehicle loans, is essential to identify and offer additional referral opportunities.

Requirements

• High School Diploma/GED required.
• 2 years of college preferred.
• Minimum of 2 years of related financial services industry experience required.
• Strong customer/member service skills.
• Interpersonal and team player abilities.
• Presentation skills.
• Motivated and able to work independently.
• Sales and negotiation skills.
• Analytical and problem-solving skills.
• Organizational skills.
• Detail-oriented.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office.
• Ability to prioritize and multi-task.
• Ability to work a flexible schedule.
• Ability to travel occasionally.
• Must maintain confidentiality.

Responsibilities

• Evaluates needs of new and existing members and offers appropriate financial products and services.
• Assists in meeting Branch goals by expanding member relationships through active selling of credit union products and services.
• Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Adheres to the member onboarding program and makes outbound calls or sends emails to members.
• Opens and closes new memberships, including IRA, Trust, Estate.
• Processes personal and vehicle loans with accuracy and efficiency.
• Acts as in-branch greeter to ensure positive member experiences and support adoption of member facing technologies.
• Responds to member inquiries and requests.
• Balances daily transactions and verifies cash totals.
• Investigates and resolves out-of-balance conditions.
• Processes member transactions accurately and efficiently.
• Performs accurate and timely file maintenance on member accounts.
• Examines documents for endorsement and negotiability.
• Detects and resolves discrepancies promptly.
• Supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
• Demonstrates operational excellence and looks for ways to improve operational efficiency.
• Maintains established member authentication, quality control, and audit standards.
• Participates in and supports branch and community events.
• Travels to other branch locations on occasion.
• Adheres to operational controls, including compliance with all required regulations and policies.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees