Pleasanton - Relationship Manager 2 - Full Time - Onsite (No.CA)

Responsibilities

• Consults with members. Identifies needs, offers solutions, and follows up on any 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: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured.
• Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
• Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
• Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust.
• Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
• Aids in leadership functions in the absence of branch management and also with coaching teller line.
• 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 such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
• Represents the Credit Union in a positive and professional manner.
• Other related duties as assigned.
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect.

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.
• Notary.
• NMLS Registered.
• Bi-lingual preferred.