Financial Center - Relationship Manager 1 - Full Time - Onsite (AK)

Responsibilities

• Consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions.
• Meet and exceed performance goals and revenue targets.
• Identify and report any suspicious behavior or suspected fraud activity.
• Handle member transactions including opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance.
• Profile members’ accounts to recommend product and service solutions including Investment Services, Insurance Products, First Mortgages, and car buying service.
• Perform various RM duties including but not limited to: opening new Member Accounts; completing appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc.; recommending other products and services; performing account maintenance; identifying and reporting suspicious behavior or suspected fraud activity; completing required training and compliance modules; supporting and participating in continuous improvement activities and Credit Union events.
• Maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
• Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured.
• Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Completes all required training and compliance modules.
• Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.

Qualifications

• 12 months experience in a similar position having prior loan experience and reaching service and performance goals.
• Working knowledge of deposit/loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions system).
• Proven ability to garner business.
• Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
• Member service and organizational skills.
• Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Personable and professional.
• Good verbal and written communication skills in person and over the phone.