Member Relationship Advisor - Montgomery County

About the role

Signal Financial is a progressive and growing Credit Union with over 18,000 members and more than $377 million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience through innovation, creativity, and agility in offering distinctive products and services.

Responsibilities

• Complete new member financial reviews, following the D.R.S.W. (Developing Relationships the Signal Way) conversation model.
• Communicate the appropriate product solutions bundle and refer to other business line partners as needed.
• Answer questions about products and services and resolve problems within the authority to resolve; escalate issues beyond authority to a supervisor with recommendations.
• Support branch managers and facilitate offsite presentations to SEGs (Select Employer Groups).
• Identify cross-sell opportunities and make appropriate product and/or service recommendations as needs arise.
• Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures.
• Maintain member relationships through ongoing outbound calling and the use of Relationship Management software.
• Act as liaison between members and various organizations and departments.
• Operate teller drawer activities when business dictates.
• Perform other related duties as assigned.

Requirements

• A high school education or GED; college degree preferred.
• Two to five years of similar or related experience; prior experience in a Financial Services Company or Credit Union preferred.
• The flexibility to travel to multiple branches throughout the DC metropolitan area.
• Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact, and diplomacy in dealing with both members and employees.
• Ability to motivate or influence others.
• Experience fostering sound relationships with other entities (companies and/or individuals).
• Strong organizational, accuracy, and detail orientation skills.
• Proficiency with Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint.
• Prior experience with our core system, Fiserv, preferred.
• Ability to be a Notary Public in the state where you are assigned to work.