Personal Banker - Town N Country - Bilingual, Spanish Highly Preferred

About the role

The Member Relationship Officer plays a crucial role in ensuring members' financial needs are met by conducting thorough assessments and recommending appropriate products and services. This position involves assisting in generating leads, building and maintaining member relationships, and providing a great member experience.

Responsibilities

• Effective negotiation, sales, and relationship-building skills are essential.
• Proven success in prospecting, building a pipeline, and closing on sales opportunities.
• Identify, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships.
• Originate new members through various sources to ensure continued growth for the credit union.
• Work within a teamwork environment to develop a retention strategy for new and existing members.
• Generate referrals for credit union services including Investment, Insurance, Business Services, and Mortgages.
• Salesfloor management, greeting members, directing them to the appropriate areas, and ensuring their needs are met.
• Gather information, analyze facts, and educate members on appropriate products/services to provide one-point resolution.
• Demonstrate sound judgment when deciding on loan applications by reviewing and underwriting in a clear and detailed manner.
• Adhere to audit/compliance procedures of the Community Financial Center, maintaining the highest level of service to members.
• Identify risk for credit union losses through observations of potentially fraudulent transactions.
• Work in partnership with Community Development Officers to develop and strengthen relationships within the community and with community partners (Select Employee Groups).
• Conduct member financial transactions, including originating, processing, and closing consumer loan products.
• Identify the right product for member needs, initiating the process, gathering information for processors and underwriters, and following up with internal partners and members.
• Ensure compliance with Bank Secrecy Act and other relevant federal laws, including the U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
• Participate in meetings, conference calls, and events as assigned.

Requirements

• A high school diploma or equivalent from an accredited institution.
• Some college preferred.
• 1-2 years of previous experience in the financial industry or related field, or a combination of education and experience.
• Bilingual Spanish required.

Qualifications

• High school diploma or equivalent from an accredited institution.
• Some college preferred.
• 1-2 years of previous experience in the financial industry or related field, or a combination of education and experience.
• Bilingual Spanish required.

Benefits

Not specified.

Pay

Not specified.

Schedule

Monday – Friday (9:00 am to 5:00 pm)

Benefits

Not specified.

Skills

• Effective negotiation, sales, and relationship-building skills.
• Proven success in prospecting, building a pipeline, and closing on sales opportunities.
• Ability to identify, recommend, and sell appropriate GTE Financial products and services.
• Experience in origination and maintenance of member relationships.
• Proficiency in gathering information, analyzing facts, and educating members on appropriate products/services.
• Sound judgment when making decisions on loan applications.
• Compliance with audit/compliance procedures and adherence to audit/compliance procedures of the Community Financial Center.
• Identification of potential fraud and risk for credit union losses.
• Collaboration with Community Development Officers to develop and strengthen relationships within the community and with community partners (Select Employee Groups).
• Knowledge of Bank Secrecy Act and other relevant federal laws, including the U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
• Ability to participate in meetings, conference calls, and events as assigned.

Qualifications

• A high school diploma or equivalent from an accredited institution.
• Some college preferred.
• 1-2 years of previous experience in the financial industry or related field, or a combination of education and experience.
• Bilingual Spanish required.

Pay

Not specified.

Schedule

Full-time hours are required, with additional hours as necessary to accomplish objectives, goals, and projects.

Benefits

Not specified.