Financial Center - Relationship Manager 2 - Full Time - Onsite (AK)

Responsibilities

• Consults with members to identify needs and offer solutions.
• Follows up on pending transactions.
• Holds conversations that matter with members either in person or over the phone.
• Inputs, processes, and funds all consumer and small business loan types.
• Recommends other products and services based on conversations with members.
• Calls on various call reports to generate business.
• Opens and closes all types of deposit and loan accounts.
• Completes appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.
• Performs various account maintenance tasks.
• Assists with leadership functions in the absence of branch management.
• Makes observations and suggests alternative methods of profiling member accounts.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Supports and participates in continuous improvement activities and Credit Union events.
• Represents the Credit Union in a positive and professional manner.
• Other related duties as assigned.

Qualifications

• 18 months financial institution experience with prior loan experience and reaching service and performance goals.
• Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO – loans decisioning 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.
• Excellent verbal and written communication skills in person and over the phone.
• Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
• Member service and organizational skills.
• Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
• Willingness to make a difference.
• Personable and professional.
• Coaching/Mentoring skills.
• Successful completion of all compliance related coursework.
• NMLS Registered.