Member Relationship Officer

Member Relationship Officer

At Blue, we discover pathways to realize your possibilities. Our Member Relationship Officer is responsible for leading and directing efforts to build and strengthen relationships with current members and prospects within our communities. This position is accountable for designing robust member experiences and engagement by delivering appropriate service solutions, while supporting needs of the member base. Accountable for improving wallet share through proactive inbound and outbound efforts, and ensuring a quality member experience through our service delivery. This position is primarily responsible for handling service requests, balancing problem resolution inquiries, and supporting teller functions.

This position will lead in adding new services, supporting problem resolution, teller activities and operational functions. It is a secondary role to account opening processes for consumer accounts, and availability for ad hoc business accounts, and private client account opening functions, while also supporting lending applications, as needed. Promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and/or management of referrals from credit union partners. Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue's mission and value, meeting and/or exceeding goals and objectives.

Lead and demonstrate robust member experiences through courteous, timely, and professional member engagements and communication. Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, official checks, money orders, other negotiable instruments and necessary general ledger postings according to policies, procedures, and standards. Accurately complete Currency Transaction Reports (CTR's) and Suspicious Activity Reports (SAR's) when needed. Ensure proper identification is presented for appropriate transactions. Maintain a high degree of member confidentiality. Provide support to all assigned areas of branch operations, including but not limited to safe deposit, teller functions, and vault operations.

Explain and expedite the opening, closing, transfer, and rollover of loan and deposit products and services. Support onboarding and re-boarding functions to manage consistent and proactive experience levels for members.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

A minimum of one year up to three years of similar or related experience, including preparatory experience. Proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization. Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs, with strong commitment to mobile and digital strategies. Applies critical thinking and problem-solving skills to meet member needs. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity. Exhibits passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members.

A high school degree or equivalent

A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Excellent organizational, analytical and problem-solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.) Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Associates or better.