Member Relationship Advisor - Leisure World

Signal Financial Federal Credit Union•Silver Spring, MD

23h•$25 - $30

About The Position

The Member Relationship Advisor (MRA) delivers Signal Financial's member experience by building rapport and trust, identifying members' financial needs and goals through a comprehensive financial review, and recommending suitable products and services. The MRA refers members to business-line partners when appropriate and manages relationships beyond account opening through onboarding. The position also supports branch managers and facilitates offsite presentations for existing and prospective Select Employer Groups (SEGs). The MRA handles ongoing member service and maintenance transactions, including cash handling, and must be able to serve as a Notary Public in the state where assigned. The role may involve travel to multiple branches throughout the Washington, DC metropolitan area. Other related duties may be assigned.

Requirements

High school education or GED.
Two to five years of similar or related experience.
Ability to be a Notary Public in the state where assigned to work.
Flexibility to travel to multiple branches throughout the DC metropolitan area.
Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact, and diplomacy when dealing with members and employees.
Ability to motivate or influence others.
Ability to foster sound relationships with other entities, including companies and individuals.
Strong organizational, accuracy, and detail-orientation skills.
Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.

Nice To Haves

College degree.
Prior experience with a financial services company or credit union.
Prior experience with the Fiserv core system.

Responsibilities

Complete new-member financial reviews using the D.R.S.W. (Developing Relationships the Signal Way) conversation model.
Communicate appropriate product-solution bundles and refer members to other business-line partners as needed.
Answer questions about products and services and resolve problems within the position's authority; refer other problems to the supervisor with recommendations.
Support branch managers and facilitate offsite presentations to Select Employer Groups (SEGs).
Identify cross-sell opportunities and recommend appropriate products or services as members' needs arise.
Ensure required paperwork and documentation are accurately completed in accordance with Credit Union policies and procedures.
Maintain member relationships through ongoing outbound calling and use of Relationship Management software.
Act as a liaison between members and various organizations and departments.
Operate teller drawer activities when business dictates.
Perform other related duties as assigned.