Fortera Credit Union · 2 weeks ago
Relationship Manager Bench
Clarksville, TN
Full-time
Onsite
New Grad, Entry Level
0+ years expFortera Credit Union is a financial institution seeking a Relationship Manager to perform member transactions with a focus on loan and new account origination. The role involves conducting member interviews to identify needs, providing exceptional service, and 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
Qualification
Required
Must be able to work at any Fortera location as needed
Rotating Saturdays
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
Bending downward and forward at the waist. Requires full use of lower extremities and back muscles
Extending hand(s) and arm(s) in any direction
Using the upper body to press against something with steady force
Using the upper body to draw, drag, haul or tug objects
Use of the upper body and back muscles to lift objects
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly
Able to hear average or normal conversations and receive ordinary information
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together
Movements frequently and regularly required using the wrists, hands, and/or fingers
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery
Exerting up to 50 lbs. occasionally, and/or up to 20 lbs. frequently
Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
Ability to perform basic math skills and to use decimals to compute ratios and percent's, and to draw and interpret graphs
Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation
Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs
Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary
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
Company data provided by crunchbase