Relationship Manager

Fortera Federal Credit UnionNashville, TN
Onsite

About The Position

Responsible for performing a variety of member transactions with an emphasis on loan and new account origination. Conducts consultative member interviews to uncover member needs and recommends appropriate products and services. Generates new business from existing and potential members. Provides exceptional external and internal member service with a smile. Performs Teller transactions as needed based on needs of branch.

Requirements

  • High school graduate or equivalent.
  • Minimum of six months’ experience in a Retail Sales.
  • Strong organizational and administrative skills.
  • Excellent interpersonal and communication skills (oral & written).
  • Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
  • Professional appearance, dress, and attitude.
  • Good math skills with excellent attention to detail.
  • Ability to operate PC, related software applications and standard office equipment.
  • Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment.
  • Must be able to work well under pressure while always promoting a professional image of the Credit Union.
  • Must be able to meet deadlines while maintaining and effective and efficient workflow.
  • Ability to meet assigned goals within specified timelines.
  • Ability to work in a cooperative manner with others.
  • Required to work at any Credit Union location that may include extended hours, holidays or Saturdays.
  • Regular, predictable attendance.

Nice To Haves

  • Knowledge of financial services industry preferred.
  • Consumer Lending experience preferred.
  • Knowledge of Teller and Relationship Manager operations and procedures preferred.

Responsibilities

  • Assumes responsibility for meeting established sales & service goals.
  • Assumes responsibility for the effective and professional performance of member service functions.
  • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
  • Assumes responsibility for the efficient, effective, and accurate performance of teller functions.
  • Assumes responsibility for related duties as required or assigned.
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