Member Relationship Builder / Loan Officer jobs in United States
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HomeTown Credit Union, Minnesota ยท 1 day ago

Member Relationship Builder / Loan Officer

HomeTown Credit Union is dedicated to making a difference for staff, members, and the community by upholding its Core Values. The Member Relationship Builder / Loan Officer will serve as the primary point of contact for members, identifying their financial needs and providing personalized solutions to help them achieve financial success.

BankingFinancial ServicesNon Profit

Responsibilities

Greet members promptly and professionally providing support regarding products and services in a warm, friendly, and enthusiastic manner
Identify members' financial needs and promote products and services to support those needs and strengthen member relationships
Perform Member Relationship Builder functions (loans, new accounts, follow-up contacts, tracking progress, etc.)
Assist in resolving member conflicts and complaints
Maintain a thorough knowledge of all products and services
Open, close and perform file maintenance on all types of deposit accounts and services while adhering to Credit Union policies and procedures
Process and approve consumer loan applications in accordance with policy and established guidelines (excludes real estate and business loans)
Promote member financial education through seminars, member appreciation activities, on-site promotions at dealers, company visits, at schools and through community events

Qualification

Consumer lending experienceMicrosoft Office proficiencyBankingCredit union experienceCustomer service skillsAnalytical skillsMulti-taskEffective communicationDetail orientedTime management

Required

High school diploma or GED is required
Excellent customer service skills
Ability to listen and communicate effectively in person or via phone, email, MS Teams, etc
Detail orientated with the ability to multi-task, prioritize activities and manage change
The ability to work independently, utilizing analytical skills, organizational techniques, and the effective use of time management
Ability to work in an environment of urgency, which demands flexibility and on-the-spot sound decision making
Ability to get along with others in stressful, high-pressure situations while maintaining business-like composure
Regular and punctual attendance to required shifts, meetings, trainings, and related employment engagements to support position responsibilities and duties

Preferred

An associate degree in business administration preferred
One year of banking or credit union experience with consumer lending experience or related experience is preferred
Proficient with Microsoft Office (Outlook, Word, Excel, etc.)

Benefits

Health insurance
Vision insurance
Dental insurance
Life insurance
Short and long-term disability insurance
401(k) matching program
Tuition Reimbursement
Professional development assistance
Paid time off

Company

HomeTown Credit Union, Minnesota

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HomeTown Credit Union is a not-for-profit financial cooperative owned by members.

Funding

Current Stage
Growth Stage

Leadership Team

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Kim Westphal
CEO
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Company data provided by crunchbase