Member Relationship Specialist - Experienced Lender (Factory)

Northern Credit Union•Watertown, NY

4d•$25 - $32

About The Position

The Member Relationship Specialist - Experienced Lender is responsible for effectively delivering the Standard of Excellence in member relationship building and new account services in the relationship center network. Through needs-based conversations, the Member Relationship Specialist ensures member needs are met while providing efficient service that helps members with their financial goals and dreams.

Requirements

Associate’s Degree from an accredited college or university is preferred.
Two to five years of experience within the financial industry and 2+ years of lending experience is required.
Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.
The successful candidate will consistently demonstrate sound, independent judgment and have a proven track record for multi-tasking and performing duties in a fast-paced environment; must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Northern’s objectives.
Demonstrates knowledge in all areas of Credit Union operations, products, services, policies, guidelines, procedures, and both federal and state regulations.
Proven ability to work under pressure and remain calm in tense situations with both internal and external owners.
Proven ability and maturity to handle confidential/sensitive information in a professional manner is required.
Must be a high-energy person who is self-motivated and results oriented and able to work independently and with groups in a fast-paced deadline driven environment.
A full working knowledge and ability to utilize a broad range of PC-based software programs, including Microsoft Office Suite and other internal database programs.
Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Talking: Especially where one must frequently convey detailed or important Instructions or ideas accurately, loudly, or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motions: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate office equipment.
Physical Strength: The employee is frequently required to stand and must be able to lift 30 lbs. on occasion.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving few variables.
Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, and percents, and to draw and interpret graphs.
Language Ability: Ability to read a variety of books, magazines, instruction manuals, and online resources. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation (or sign equivalent), and variation in word order using present, perfect, and future tenses.

Responsibilities

Proactively serves as a role model and demonstrates individual commitment to Northern’s Ownership philosophy
Establishes and retains relationships with members and potential members by providing trusted advice in every lending and member service experience
Consistently and effectively provides efficient processing and funding for all phases of loan activities
Demonstrates increased member awareness usage of alternative and convenient service delivery channels
Supports relationship center needs through efficient processes
Through Ownership Pride promotes Northern's Core Values throughout the organization.
Actively seeks solutions to issues related to member and staff expectations.
Participates in the future of the credit union by offering constructive suggestions that may attract new members and/or enhance product penetration.
Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.
Provides informed, prompt, professional and accurate communication, service and support to all members and internal owners.
Maintains knowledge of responsibilities and functions of the departments within the credit union.
Obtains, maintains, and applies a thorough working knowledge of credit union history and lending philosophy, regulations, and policies and procedures of the credit union as well as all other credit union products, services and delivery channels.
Must have a thorough understanding of the credit union’s consumer loan documents, processes, procedures and regulations.
Continually identifies and participates in educational programs such as Cornerstone online training resources, schools and/or conferences to develop greater knowledge and expertise in member service.
Takes initiative for personal career development and seeks opportunities to learn new skills.
All other duties as assigned