Member Relationship Advisor I

Summary

• Contributes to the generation of new business and provides ongoing relationship servicing with current members.  Cross sells credit union products and services to assist members in meeting their financial needs. Maintains a basic understanding of all credit union products and services with the ability to identify and offer additional referral opportunities.

Key Responsibilities

• Contributes to generation of new business to assist in reaching established production and profitability goals.  Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Processes member transactions accurately and efficiently.  Responds to member inquiries and requests.
• Acts as in-branch greeter to ensure positive member experiences and support adoption of member facing technologies such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services.
• Cross-sells credit union products and services to members to assist in meeting their financial needs.  Evaluates needs of potential members and offers appropriate financial products and services.
• Examines documents for endorsement and negotiability. Detects and assures resolution to discrepancies promptly.
• Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.  Performs accurate and timely file maintenance on member accounts.
• Opens and closes basic savings and checking accounts for existing members.
• Maintains established member authentication, quality control, and audit standards.
• Under the direction of management, supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
• Participates in and supports branch and community events.
• Travels to other branch locations on occasion.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members.

Education/Experience

• High School Diploma or GED required.
• 2 years demonstrated ability to succeed in retail environment required.

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Presentation Skills
• Motivated/Works Independently
• Sales/Negotiation Skills
• Organizational Skills
• Detail Oriented
• Verbal/Written Skills
• Prioritize/Multi-task

Also required:

• Ability to work a flexible schedule
• Ability to travel occasionally
• Must maintain confidentiality

Physical Requirements

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position r