Float Member Relationship Advisor - One Loudoun

Signal Financial Federal Credit Union; Ashburn (VA); On-site; USD 32,000 - 45,000; Full time

Job summary

Signal Financial Federal Credit Union is seeking a Float Member Relationship Advisor based at One Loudoun, VA who can travel to multiple branches across the DC metro area. The role focuses on building member relationships, conducting financial reviews, and presenting tailored solutions to meet member needs.

In addition to cash handling and account maintenance, the MRA will refer members to business line partners and support offsite SEG presentations to grow membership. Equal opportunity employer.

Qualifications

• Two to five years of similar or related experience, required.
• A high school education or GED is required. (College degree preferred.)
• Prior experience in a financial services company or credit union is preferred.
• The flexibility to travel to multiple branches throughout the DC metropolitan area is required.
• Excellent interpersonal engagement and presentation skills - attentiveness, information retention, tact and diplomacy in dealing with both members and employees - required.
• Work may involve motivating or influencing others - required.
• Ability to foster sound relationships with members, coworkers, and community partners - required.
• Strong organizational skills with a high degree of accuracy and attention to detail - required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) - required.
• Prior experience with our core system (Fiserv) is preferred.

Responsibilities

• Complete new member financial reviews and communicate product solution bundles and referrals.
• Answer questions about products and services and resolve problems within authority.
• Support branch managers and facilitate offsite SEG presentations to promote membership.
• Identify cross-sell opportunities and make product/service recommendations.
• Ensure all paperwork and documentation are completed accurately per policies.
• Maintain member relationships through outbound calls and CRM usage.
• Act as a liaison between members and various departments or partners.
• Operate as a teller when needed, processing daily transactions.
• Travel to and cover multiple branch locations to ensure consistent service.
• Perform other related duties as assigned.

Skills

Interpersonal communication

Presentation skills

Relationship building

Organizational skills

Microsoft Office

Travel readiness

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office Suite

Job description

Float Member Relationship Advisor - One Loudoun

Signal Financial is a progressive and growing Credit Union with over 18,000 members and more than $377+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience. We aim to do this by being innovative, creative and nimble in offering distinctive products and services.

Position Description

The Float Member Relationship Advisor (MRA) will be based in One Loudoun and is responsible for delivering the distinctive Signal member experience across multiple branch locations. This floating role requires flexibility to travel to any of our branch offices within the credit union's footprint as needed, in order to support staffing needs and provide continuity of service. (To compensate for this required travel, the minimum starting pay for this position is $28.$000 per hour.) The MRA will establish rapport and trust with members, identify financial needs and goals through a comprehensive financial review process, and recommend appropriate solutions. The MRA will refer members to business line partners (as needed) and manage the member relationship beyond the initial new account opening through an onboarding process. The role also involves facilitating offsite presentations to existing and prospective Select Employer Groups (SEGs) to grow our membership.

In addition, the MRA will handle ongoing member service and account maintenance transactions (including cash handling). This position requires the ability to be a Notary Public in the state where you are assigned to work.

Position Responsibilities

• Complete new member financial reviews, following the D.R.S.W. ("Developing Relationships the Signal Way") conversation model. Communicate the appropriate product solution bundle and refer to other business line partners as needed.
• Answer questions about products and services and resolve problems that are within authority to resolve. Refer problems beyond authority to a supervisor, along with recommended solutions.
• Support branch managers and facilitate offsite presentations to SEGs as required to promote credit union membership.
• Identify cross-sell opportunities and make appropriate product and/or service recommendations as member needs arise.
• Ensure all required paperwork and documentation are completed accurately, adhering to the Credit Union's policies and procedures.
• Maintain member relationships through ongoing outbound calling and the use of relationship management software.
• Act as a liaison between members and various departments or partner organizations.
• Operate as a teller when business or branch needs dictate, processing daily transactions as needed.
• Travel to and cover multiple branch locations as needed to ensure consistent member service across the organization.
• Perform other related duties as assigned.

Position Requirements

• A high school education or GED is required. (College degree preferred.)
• Two to five years of similar or related experience, required.
• Prior experience in a financial services company or credit union is preferred.
• The flexibility to travel to multiple branches throughout the DC metropolitan area is required.
• Excellent interpersonal engagement and presentation skills - attentiveness, information retention, tact and diplomacy in dealing with both members and employees - required.
• Work may involve motivating or influencing others - required.
• Ability to foster sound relationships with members, coworkers, and community partners - required.
• Strong organizational skills with a high degree of accuracy and attention to detail - required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) - required.
• Prior experience with our core system (Fiserv) is preferred.

The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.

We are proud to be an Equal Employment Opportunity (EEO). Signal Financial Federal Credit Union does not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local laws.