Traveling Relationship Banker - Based in Wexford

Clearview Federal Credit Union • Wexford, PA

308d • $20 - $20

About The Position

As a trusted advisor, you have the opportunity to provide memorable experiences to our Clearview members! You will be educating members and potential members on solutions to their financial needs by promoting Clearview products and services, as well as handling transactions and teller services, all while developing relationships through engaging interactions! Your active participation in community events will be a contribution to others as well as to the growth of our Financial Centers. You will help members find value in their relationship with Clearview and demonstrate to non-members the reasons to choose Clearview!

Requirements

• High school diploma or equivalent required
• Minimum six months of similar or transferrable experience required
• Excellent member service skills
• Ability to build relationships through sales and service
• Excellent communication skills in person and on telephone
• Above average knowledge of credit union products and services
• Demonstrated cross-selling skills
• Knowledge of lending products
• Possess good analytical skills
• Proficient computer skills
• Detail oriented
• Ability to maintain accuracy in a fast-paced environment
• Ability to work flexible hours based on operational needs
• Dependable

Responsibilities

• Answer member inquiries and provide appropriate suggestions for all financial services in person and over the telephone
• Provide accurate and appropriate account information encompassing all savings products, loans, IRAs and certificates
• Educate and increase member awareness of all credit union products, services and promotions
• Build relationships by educating members and increasing cross sales using Cross-Sale Manager software
• Seize all sales opportunities by utilizing sales and service techniques
• Open and process all new accounts and update account information as required
• Verify all new members and/or joint owners following the Customer Identification Program
• Maintain thorough knowledge of loan policies, underwriting guidelines and rates
• Request and review credit reports, looking for additional loan opportunities to move to the credit union
• Provide NADA quotes for autos, boats, aircraft and other secured loans
• Provide general information on real estate and business loans and all services and products provided through electronic means
• Support self-service electronic channels at the branch (PCU Station, ATM, TellerPhone); Escort the consumer to these components for demonstrations or assisted transactions as appropriate
• Provide rate quotes for all loan and savings products
• Process requested transactions/maintenance on member accounts
• Review and follow Teller Policies and Procedures
• Process wire transfer requests using electronic on-line form (1st party and repetitive wire transfers)
• Assist members with problems and complaints providing resolutions
• Mail requested information/forms
• Ensure delivery and follow up of new accounts, loan applications and problems daily
• Participate in departmental campaigns/programs achieving individual and team goals
• Partner with the community through charity to support fund raising and volunteering
• Attend training sessions and meetings
• Keep updated on promotional and marketing mailings
• Remain current in policies, practices, trends, technology and information affecting the organization
• Lifelong learning through classes/seminars, in-house training, and on-line
• Handle other duties as assigned

Benefits

• Mileage reimbursement based on Clearview's Financial Center Mileage Guidelines

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED