Fortera Credit Union · 3 days ago
Relationship Manager Bench
Clarksville, TN
Full-time
Onsite
New Grad, Entry Level
0+ years expFortera Credit Union is seeking a Relationship Manager to perform a variety of member transactions with a focus on loan and new account origination. The role involves conducting consultative interviews to identify member needs and providing exceptional service while achieving sales and service goals.
Financial Services
No H1B
Responsibilities
Assumes responsibility for meeting established sales & service goals
Attains a minimum of 85% or higher overall on individual scorecard
Actively cross-sell and identify credit union products and services that align with member’s financial needs. Refer to internal/external business partners as necessary
Maintain established minimum score for NPS member transaction surveys
Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals
Assumes responsibility for the effective and professional performance of member service functions
Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms
Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and account problems. Takes stop payment orders
Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages
Performs file maintenance and account changes as needed
Keeps members informed of Credit Union products & services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services
Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information
Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance. Utilize CRM to track leads, referrals, outbound calling, and appointments
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management
Assists area personnel as required
Keeps supervisor informed of area activities and of any significant problems or concerns
Completes required reports and records accurately and promptly
Adheres to assigned schedule & break periods. Regular attendance & punctuality are required
Attends and participates in all meetings, trainings and committees as required
Assumes responsibility for the efficient, effective, and accurate performance of teller functions
Represents the Credit Union in a courteous and professional manner
Receives share deposits and loan payments
Processes cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, & stop payments
Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly
Balances daily transactions and verifies cash totals. Investigates, reports, and resolves out-of-balance conditions
Assumes responsibility for related duties as required or assigned
Performs drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned
Participates in community and civic events to promote awareness of the Credit Union in the community
Attends and participates in all required meetings, trainings, and committees
Ensures that work area and assigned equipment are clean, secure, and well maintained
Performs other duties as assigned by management
Relationship Manager functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures
Monies are balanced and any discrepancies promptly reported and resolved
Cross sells all Credit Union products and services to include Payment Protection
Meets or exceeds loan, deposit and referral performance goals assigned by the Credit Union
Good business relations exist with internal and external members. Members' problems or questions are courteously and promptly resolved
Good working relationships and coordination exist with area personnel and with management. Assistance is provided to all CU staff as needed. Supervisors are appropriately informed of area activities
Required reports and records are accurate, complete, and timely
Ensures the Credit Union's professional reputation is maintained and conveyed
Maintains minimum established standards for member service surveys
Maintains minimum established share/draft ratio of 80%
Builds lasting relationships with members
Individual Sales and Service standards are met
Fortera’s core values are satisfactorily demonstrated
Qualification
Required
High school graduate or equivalent
Minimum of six months' experience in a Retail Sales
Strong organizational and administrative skills
Excellent interpersonal and communication skills (oral & written)
Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality
Professional appearance, dress, and attitude
Good math skills with excellent attention to detail
Ability to operate PC, related software applications and standard office equipment
Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment
Must be able to work well under pressure while always promoting a professional image of the Credit Union
Must be able to meet deadlines while maintaining and effective and efficient workflow
Ability to meet assigned goals within specified timelines
Ability to work in a cooperative manner with others
Required to work at any Credit Union location that may include extended hours, holidays or Saturdays
Regular, predictable attendance
Preferred
Knowledge of financial services industry preferred
Consumer Lending experience preferred
Knowledge of Teller and Relationship Manager operations and procedures preferred
Company
Fortera Credit Union
Fortera Credit Union is a bank offering debt consolidation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Ventimiglia
Chief Executive Officer
Angela Andrews
Chief Operations Officer
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