Digital Banking Relationship Specialist

Rio Grande Credit Union; Albuquerque, Northern (NM, KY); Hybrid; USD 32,000 - 46,000; Full time

Job summary

Rio Grande Credit Union seeks an eServices Relationship Officer in Albuquerque, NM to handle new accounts, member requests, and teller tasks through electronic channels. You will support loan questions and foster a member-focused culture that helps members achieve their dreams.

The role is full-time in our eServices department, reporting to the eBranch Assistant Manager. A detailed variety of duties includes onboarding, deposits, withdrawals, ITM disputes, SAR/CIP compliance, and proactive

Qualifications

• No specific formal skill list provided in the posting.

Responsibilities

• Open new accounts and complete onboarding for new members.
• Meet or exceed deposit goals for new and existing accounts.
• Perform initial quality reviews on new accounts.
• Complete butterflying account process.
• Perform and resolve routine account-related requests, inquiries, and issues.
• Create leads and cases for member products and services that cannot be resolved.
• Completes end of day procedures.
• Answers payoff requests and Asset Verification.
• NetTeller corrections and unfreezing NetTeller accounts.
• Manage and maintain member appointment schedules.
• Follows account comments, warnings, and notes.
• Respond to Text Concierge messages from the membership.
• Process ITM disputes, wires, POA requests and IRAs.
• Complete opening and closing duties and end of day procedures
• Process and verify deposits for cash and checks, withdrawals, transfer and loan payments.
• Audits, restricts and unrestricts NetTeller frozen accounts.
• Completes eCTR procedures including adding a CTR transactor to accounts for non-members.
• Completes SARs when appropriate.
• Review and correct any account errors.
• Completes and verifies members/non-members via Teams.
• Answer routine loan-related requests and inquiries
• Perform, prepare, and obtain all necessary verification and documentation for products and services.
• Completely and accurately obtain and input all CIP information for new accounts.
• Properly update all CIP information in the core processor for all applicants and applicable transactions.
• Perform OFAC checks during accounts openings, additions, and wire transactions.
• Accurately identify all members.
• Completely and accurately fill out CTRs and SAR for RGCU members or customers.
• Ensure that all accounts and transactions are reviewed for red flags.
• Come to work every day with a member-focused, passionate, and dedicated approach.
• Approach every member situation from a caring, helpful, and open-minded approach.
• Proactively approach issues and offer creative solutions that will make doing business with RGCU easier.
• Assists in other areas as directed by the AVP of Digital Services and eBranch leadership.

Job description

Rio Grande Credit Union seeks an eServices Relationship Officer in Albuquerque, NM to handle new accounts, member requests, and teller tasks through electronic channels. You will support loan questions and foster a member-focused culture that helps members achieve their dreams.

The role is full-time in our eServices department, reporting to the eBranch Assistant Manager. A detailed variety of duties includes onboarding, deposits, withdrawals, ITM disputes, SAR/CIP compliance, and proactive