Universal Relationship Officer

Blue Federal Credit Union•Broomfield, CO

About The Position

At Blue Federal Credit Union, the Universal Relationship Officer serves as a customer ambassador, providing quality and efficient service, often through digital or electronic interfaces. The role conducts teller and cash-vault transactions accurately and promptly, sells and services bank products and services, and works with operations and sales teams toward deposit-growth and business and consumer relationship goals. The position also maintains knowledge of competitor products, services, and promotions while providing operational support, exceptional customer service, and essential controls and safeguards. The officer supports members with account openings, business accounts, and lending applications, recommending solutions suited to identified needs. Member engagement takes place in the branch lobby, through outbound calls, and through referrals. The role builds advisory relationships, generates leads and appointments, and develops centers of influence with prospective members inside and outside the credit union. The position also handles account servicing and inquiries, and complies with company policies and applicable laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control requirements. This is a full-time position. The listed starting range is $27.97–$31.34, with a full range of $26.96–$40.44. Applications are accepted through 11/12/2026. The work is performed indoors in a climate-controlled shared work area with minimal noise. Physical requirements include primarily sedentary work with limited exertion, occasional lifting up to 10 pounds, and the ability to bend, sit, stand, and use routine office equipment. The role may require extended hours or off-site travel when requested by management.

Requirements

One to three years of similar or related experience, including preparatory experience.
Proficient knowledge of Windows and Microsoft Office software, including Outlook, Word, and Excel.
Advanced keyboarding and ten-key skills.
A two-year college degree or completion of a specialized business or trade school course of study equivalent to approximately 64 credit hours.
Ability to perform primarily sedentary work, with occasional lifting up to 10 pounds, and to bend, sit, and stand.
Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Ability to routinely work at a computer for an average of 6–8 hours per day when necessary.
Ability to work extended hours or travel off site when required or requested by management.
Ability to maintain regular, reliable, and timely attendance.
Ability to work independently or with limited supervision and effectively as part of a team.
Ability to read and follow written and oral instructions and perform basic mathematical calculations.
Clear spoken communication and the ability to deliver information in a logical, understandable sequence.
Ability to handle multiple, simultaneous, and changing priorities, work under deadline pressure, and maintain accuracy and quality.
Ability to deal calmly and professionally with diverse personalities and exercise discretion with confidential matters.

Nice To Haves

Spanish-speaking ability is preferred.

Responsibilities

Receive checks and cash for deposit, verify deposit amounts, examine checks for endorsement and negotiability, and post transactions to bank records.
Cash checks and make savings and checking account payments after verifying signatures and account balances.
Lead processes for opening new personal and business accounts and handle lending applications.
Recommend solutions that support members’ identified needs through branch interactions, outbound calls, and referrals.
Build advisory relationships and provide financial recommendations.
Generate leads and appointments and establish centers of influence to engage prospective members and promote the credit union’s mission and value.
Prepare and compile new-member applications and information to open accounts, and ensure signature cards are complete.
Troubleshoot and resolve member and internal inquiries promptly, professionally, and accurately.
Inform and advise members about account status or enhancements, and suggest resolutions to account disputes and other account activity.
Answer and route telephone calls, take messages, provide information, and direct calls to appropriate staff.
Work with operations and sales teams to achieve personal goals for deposit growth and business and consumer relationship growth.
Maintain current knowledge of competitor products, services, and promotions.
Provide operational support and exceptional customer service while maintaining essential controls and safeguards.
Comply with company policies and procedures and applicable laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Assets Control requirements.