Member Relationship Specialist - Wheaton/Kensington - Signal Financial Federal Credit Union

Signal Financial Federal Credit Union
Kensington, MD
Mar 12, 2019
Mar 22, 2019
Full Time
Member Relationship Specialist Wheaton/Kensington, MD Signal Financial is a progressive growing $370 Million Credit Union that is committed to building a new way of banking for our current and future members in the DC metropolitan area. Our vision and goal is to be a progressive multi-Billion dollar financial institution, by re-inventing the way we operate with our membership experience in mind. We will do this by being innovative, creative and nimble in offering distinctive products and services. We are seeking a full time Member Relationship Specialist to join our team in our Kensington, MD office. This position is responsible for delivering the distinctive Signal member experience by serving as a concierge in a progressive and innovative environment, promptly greeting members in the retail branch lobby, providing account servicing including: processing account transactions (including cash), handling general account maintenance functions, cross-selling additional products and services after identifying the appropriate need, and opening additional accounts for existing members. In addition, the MRS will participate in making outbound calls involving account maintenance follow-up, as well as cross-selling marketing campaigns. This position requires the ability to work a minimum of two Saturdays per month and the flexibility to travel to multiple branches throughout the DC metropolitan area. Position Responsibilities Enthusiastically greet members as they enter branch lobby, acting as a concierge of the Signal experience Educate members on Credit Union self-service technology: internet banking, bill pay, remote deposit anywhere, debit card, mobile app, e-statements Handle all account servicing requests from members Answer questions about products and services and resolve problems that are within the authority to resolve.Refer problems that are beyond the scope of responsibility to the supervisor, along with recommendations for solutions. Identify cross-sell opportunities, and make product and/or service recommendations as the needs arise, and hand-off to appropriate branch staff or business line to complete the sale. Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Unions policies and procedures. Maintain and cross-sell member relationships through ongoing outbound calling. Act as liaison between members and various organizations and departments. Operate cash transaction drawer. Perform other related duties as assigned. Position Requirements A high school education or GED.College degree preferred Prior experience in either the retail, customer service, or financial services industry required. Credit Union experience preferred. The ability to work a minimum of 2 Saturdays per month (8:30am-1:30pm) at various branches The flexibility to travel to multiple branches throughout the DC metropolitan area Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both members and employees Work may involve motivating or influencing others Fostering sound relationships with other entities (companies and/or individuals) Strong organizational, accuracy and detail orientation skills required Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint Prior experience with our core system, Symitar, a plus

Similar jobs