Branch Support Member Relationship Specialist

Position Purpose and Objectives

 

The Branch Support MRS is responsible for training new MRS’s to ensure consistent branch coverage, compliance, and operational excellence across all supported locations.  Providing operational, sales, staffing and performance support to assigned branches to ensure service continuity, compliance, and member experience standards are consistently met during staffing shortages.

Major Duties and Essential Functions

• Act as Subject matter experts for all branch MRS staff
• Uncover member needs by asking questions and providing solutions to their needs.
• Proactively discuss and refer additional products to internal partners.
• Process requests for memberships, depository accounts, loans, and account maintenance services.
• Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have.
• Testing new products and services.
• Deliver ongoing training and skill reinforcement for existing staff.
• Adapt to multiple branch environments.
• Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar with all changes and disclosures.
• Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc. as they apply to the duties of the position.
• Maintain confidentiality of member information and other sensitive information.

Positions directly supervised: N/A

 

Specific knowledge, skills, and abilities required for this position:

• Must be goal-oriented
• Must be service-oriented
• Problem solving competence with a strong attention to detail
• Must have strong listening skills
• Must have strong written and verbal communication skills
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.
• Must be a TEAM player and be able to work well in a group setting.

 

Other duties necessary to achieve the goals of the credit union: Travel between CUTX branches.

 

Education: Must be 18 years of age or older with a high school diploma or equivalent.          

Experience: Minimum 1-2 years related operational experience in financial institution environment or equivalent preferred.

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly require using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Sedentary Work

Sitting part of the time. Exerts up to 10 lbs. of force occasionally.

 

Working Conditions of this Position

DESCRIPTION

Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required.

 

Mental Activities and Requirements of this Position

Reasoning Ability: The ability to use common sense or logic.

 

CATEGORY

DESCRIPTION

Detailed

Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.

Mathematical Ability: 

Basic

Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to use pa