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Blue Federal Credit Union · 1 day ago

MRCC Senior Member Relationship Officer

Fort Collins, CO 80525, USA

Full-time

Onsite

Senior Level

$22.33/hr - $25.02/hr

7+ years exp

Blue Federal Credit Union is seeking a Senior Member Relationship Officer to lead and develop efforts in building and strengthening relationships with members and prospects. This role is accountable for designing member experiences and delivering appropriate banking solutions while managing a diversified member portfolio and ensuring quality service delivery.

BankingFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Leads and proactively engages with existing members and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Acquires and expands share of wallet for multiple client segments through needs assessments that quantify, and support financial solutions recommended through preferred channels addressing both household growth and service needs. Offers members advice and guidance on available banking solutions including self-serve options, supporting member transactions and needs. Engages to grow the credit union’s portfolio by reaching out, generating appointments, and building new relationships within the community

This position will lead in new account, business account, and ad hoc private client account opening processes, along with lending applications, and promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and/or management of referrals from credit union partners. Establishing an advisory relationship to share value in the financial recommendations. Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue’s mission and value

Proactively managing an assigned portfolio of members ensuring appropriate connection points and member engagement to continue providing needs-based assessments to build member loyalty, improve retention of relationships, increase household quality, and acquire diverse member segments. Demonstrating expert level knowledge in working with credit union products and services. Demonstrated ability to meet and/or exceed goals and objectives

Lead and demonstrate through action quality steps and protocol designing a robust member experience

Build cross-functional relationships with wealth, lending, and other internal teams in support of creating a diversified member relationship

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Consultative salesFinancial solutionsMember engagementSpanish speakingProblem-solvingTime managementAnalytical skillsService orientationMathematical skillsPC proficiencyInterpersonal communicationOrganizational skills

Required

A two-year college degree or 7+ years of experience in lieu of degree

Experience must be in a financial organization with emphasis in consumer lending and a consultative sales and service role

1+ years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework

Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs

Applies strong critical thinking and problem-solving skills to meet member needs

Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity

Excellent organizational, analytical and problem-solving skills

PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet

Excellent verbal, written, telephone and interpersonal communication skills

Must possess a service orientation and be willing to sell products and services

Ability to manage multiple projects/priorities simultaneously in an effective manner

Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc

Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)

Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role

Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs

Must be capable of climbing / descending stairs in an emergency situation

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary

Must be able to work extended hours or travel off site whenever required or requested by management

Must be capable of regular, reliable and timely attendance

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public

Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace

Must be able to effectively handle multiple, simultaneous, and changing priorities

Must be capable of exercising highest level of discretion on both internal and external confidential matters