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Franklin Mint Federal Credit Union · 2 weeks ago

Member Relationship Advisor II

Downingtown Branch - Downingtown, PA 19335

Full-time

Onsite

Entry, Mid Level

2+ years exp

Franklin Mint Federal Credit Union is a financial institution seeking a Member Relationship Advisor II. The role focuses on generating new business and providing ongoing relationship servicing with current members while cross-selling credit union products and services to meet their financial needs.

BankingCreditFinancial Services

Responsibilities

Evaluates needs of new and existing members and offers appropriate financial products and services

Assists in meeting Branch goals by expanding member relationships through active selling of credit union products and services in support of production and profitability goals. Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business

Adheres to the member onboarding program and making outbound calls or sending emails to members

Opens and closes new memberships, including IRA, Trust, Estate

Processes personal and vehicle loans with accuracy and efficiency

Acts as in-branch greeter to ensure positive member experiences and support adoption of member facing technologies such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services

Responds to member inquiries and requests. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Processes member transactions accurately and efficiently. Performs accurate and timely file maintenance on member accounts. Examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly

Under the direction of management, supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch

Demonstrates operational excellence, looks for ways to improve operational efficiency; branch settlement responsibilities; understanding loss prevention procedures. May be required to open and close a branch when necessary

Maintains established member authentication, quality control, and audit standards

Participates in and supports branch and community events

Travels to other branch locations on occasion

Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members

Qualification

Financial Services ExperienceSales/Negotiation SkillsCustomer/Member ServiceMicrosoft OfficeInterpersonal/Team PlayerAnalytical/Problem SolvingVerbal/Written SkillsPrioritize/Multi-taskPresentation SkillsOrganizational SkillsDetail Oriented

Required

High School Diploma/GED required

Plus a minimum of 2 years of related financial services industry experience required

Strong demonstrated abilities required: Customer/Member Service

Strong demonstrated abilities required: Interpersonal/Team Player

Strong demonstrated abilities required: Presentation Skills

Strong demonstrated abilities required: Motivated/Works Independently

Strong demonstrated abilities required: Sales/Negotiation Skills

Strong demonstrated abilities required: Analytical/Problem Solving

Strong demonstrated abilities required: Organizational Skills

Strong demonstrated abilities required: Detail Oriented

Strong demonstrated abilities required: Verbal/Written Skills

Strong demonstrated abilities required: Microsoft Office

Strong demonstrated abilities required: Prioritize/Multi-task

Ability to work a flexible schedule

Ability to travel occasionally

Must maintain confidentiality

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus