Apply on Employer Site

Signal Financial Federal Credit Union · 15 hours ago

Member Relationship Advisor - Leisure World

3701 Rossmoor Boulevard, Silver Spring, MD, USA

Full-time

Onsite

Entry, Mid Level

$25/hr - $30/hr

2+ years exp

Signal Financial Federal Credit Union is a progressive and growing institution committed to enhancing the membership experience. The Member Relationship Advisor will establish rapport with members, identify their financial needs, and manage ongoing relationships while providing exceptional service.

BankingCredit CardsFinancial ServicesNon Profit

Responsibilities

Complete new member financial reviews, following the D.R.S.W. (Developing Relationships the Signal Way) conversation model. Communicate the appropriate product solutions bundle and refer to other business line partners as needed

Answer questions about products and services and resolve problems that are within the authority to resolve. Refer problems that are beyond the position authority to the supervisor, along with recommendations

Support branch managers and facilitate offsite presentations to SEGs

Identify cross-sell opportunities and make appropriate product and/or service recommendations as the needs arise

Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures

Maintain member relationships through ongoing outbound calling, and the use of Relationship Management software

Act as liaison between members and various organizations and departments

Operate teller drawer activities when business dictates

Perform other related duties as assigned

Qualification

Financial Services ExperienceInterpersonal SkillsOrganizational SkillsMicrosoft Office SuiteSymitar ExperienceRelationship ManagementPresentation SkillsAttention to Detail

Required

A high school education or GED

Two years to five years of similar or related experience, required

The ability to work alternating Saturdays with a minimum of 2 per month at various branches

The flexibility to travel to multiple branches throughout the DC metropolitan area

Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both Members and Employees, required

Work may involve motivating or influencing others, required

Fostering sound relationships with other entities (companies and/or individuals), required

Strong organizational, accuracy and detail orientation skills required

Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint required