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Blue Federal Credit Union · 1 month ago

Universal Relationship Officer

Cheyenne, WY 82007, USA

Full-time

Onsite

Entry Level

$22.41/hr - $25.05/hr

1+ years exp

Blue Federal Credit Union is dedicated to discovering pathways for their customers and is seeking a Universal Relationship Officer to serve as the Customer Ambassador. This role involves conducting teller transactions, providing customer service, and promoting bank products and services while working towards personal and team goals.

BankingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, examines checks for endorsement and negotiability, and posts transactions into bank records via an on-line terminal. Cashes check and pays money from savings and checking account upon verification of signatures and members account balances

This position will lead in new account, business accounts in the opening processes, along with lending applications, and promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and/or management of referrals from credit union partners. Establishing an advisory relationship to share value in the financial recommendations. Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue’s mission and value

Prepares and compiles new member application and information to open new accounts. Ensures signature cards are complete

Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity

Answers and routes telephone calls, takes messages, provides information and directs calls to appropriate staff as necessary

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Customer serviceSales skillsMicrosoft OfficeCash handlingInterpersonal skills

Required

A minimum of one year up to three years of similar or related experience, including preparatory experience

Proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel)

Advanced keyboarding and ten-key skills

A two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

Significant level of trust, credibility and diplomacy is required

In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature

Ability to motivate, influence, educate and/or advise others on matters of significance

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs

Must be capable of climbing / descending stairs in an emergency situation

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary

Must be able to work extended hours or travel off site whenever required or requested by management

Must be capable of regular, reliable and timely attendance

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization

Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace

Must be able to effectively handle multiple, simultaneous, and changing priorities

Must be capable of exercising highest level of discretion on both internal and external confidential matters