Member Relationship Specialist

Wichita Federal Credit Union•Wichita, KS

4h•Hybrid

About The Position

Produce consumer loans, member accounts and services by providing informed, professional, and accurate service. Sell credit union products and services and exceed performance goals for loan production, loan protection products, new membership and checking accounts as well as referrals of other credit union products and services.

Requirements

High school graduate
2-4 years of experience in lending and/or sales

Nice To Haves

Excellent time management skills
Excellent verbal and written communication skills
Ability to follow up with others regarding information needed or provided
Ability to work independently, self-starter, energetic
Able to handle highly confidential information with discretion
Detail oriented
Able to adhere to tight deadlines
Able to produce high-quality work in an efficient and timely manner
Demonstrate flexibility and adaptability by being able to discern between conflicting priorities and reprioritize as business needs dictate
Embraces change
Professional presence.
Punctual, dependable and cooperative
Possess a positive demeanor and cooperative attitude in relations with members and employees.
Communicates with warmth and compassion while keeping the needs of the business as the primary focus.

Responsibilities

Conduct interviews with members, assess member needs, recommend WFCU products andservices to meet or exceed those needs
Meet or exceed consumer loan production goals and goals for ancillary products including, but notlimited to, Debt Protection, GAP, warranties, auto insurance, etc.
Meet or exceed new membership and new checking account goals.
Review available information and proactively contact members with opportunities to improve theirfinancial position – prospecting, follow-up on loan and membership applications and outboundcalling are expected
Provide general information, interview members on the phone and via video calls, analyze creditapplications, determine collateral needs, values and payment plans, verify income, calculate debtratios, obtain credit reports, verify credit history, examine assets and liabilities
Be able to discuss loan alternatives, credit criteria, interest rate, and loan documentation in such amanner as to elicit a positive response from the member.
Collect required documents from members required by the Underwriter to provide the ConsumerLoan Processor and/or Member Loan Support Center Specialist with the required information for anaccurate and efficient closing process.
Identify financial needs for members and cross-sell other credit union products and services bymaking referrals to other internal credit union specialists.
Provide coverage for other Member Relationship Specialists as dictated by staffing needs andmember volume
Provide service by answering “Apply for Loan’ queue calls and responding to online applications asassigned
Other duties as assigned.