Member Relationship Advisor - Leisure World

Signal Financial Federal Credit Union; Silver Spring (MD); On-site; USD 52,000 - 76,000; Full time

Job summary

Signal Financial Federal Credit Union seeks a Member Relationship Advisor (MRA) for Leisure World to deliver a distinctive member experience. You will establish rapport, assess financial needs via reviews, and coordinate onboarding with business line partners while serving existing members and SEGs.

The role requires handling ongoing member service, cash transactions, and notary duties. Strong communication and relationship-building are essential for success in a dynamic DC metro area

Qualifications

• Two to five years of similar or related experience.
• Experience in a Financial Services Company, Credit Union preferred.
• Travel to multiple branches throughout the DC metro area.
• Excellent interpersonal engagement and presentation skills.
• Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint.

Responsibilities

• Complete new member financial reviews using the DR SW conversation model and refer to partners as needed.
• Answer questions about products and services and resolve issues within authority; refer others to supervisor with recommendations.
• Support branch managers and facilitate offsite presentations to SEGs.
• Identify cross-sell opportunities and make product or service recommendations.
• Ensure paperwork and documentation adhere to policies and procedures.
• Maintain member relationships through outbound calls and relationship management software.
• Act as liaison between members and various organizations and departments.
• Operate teller drawer activities when business dictates.
• Perform other related duties as assigned.

Skills

Interpersonal skills

Presentation skills

Customer service

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Fiserv core system

Job description

Member Relationship Advisor - Leisure World

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 Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals with the use of a comprehensive financial review process. The MRA will refer to business line partners (as needed), and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate offsite presentations to both existing and prospective SEGs (Select Employer Groups).

In addition, the MRA will handle ongoing member service and 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 solutions bundle and refer to other business line partners as needed.
• Answer questions about products and services and resolve problems that are within the authority to resolve. Refer problems that are beyond the position authority to the supervisor, along with recommendations.
• Support branch managers and facilitate offsite presentations to SEGs.
• Identify cross-sell opportunities and make appropriate product and/or service recommendations as the needs arise.
• Ensure all required paperwork and documentation are accurately completed, 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 liaison between members and various organizations and departments.
• Operate teller drawer activities when business dictates.
• Perform other related duties as assigned.

Position Requirements

• A high school education or GED. College degree preferred
• Two years to five years of similar or related experience, required
• Prior experience in a Financial Services Company, Credit Union, preferred
• 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, required
• Work may involve motivating or influencing others, required
• Fostering sound relationships with other entities (companies and/or individuals), required
• Strong organizational, accuracy and detail orientation skills required
• Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint required
• Prior experience with our core system, Fiserv, 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.