Member Relationship Coordinator

3Rivers Federal Credit Union; Richmond (IN); On-site; USD 33,000 - 48,000; Part time

Job summary

3Rivers Federal Credit Union in Richmond is seeking a Member Relationship Coordinator to build trusted relationships with members and prospective members, delivering high-quality service and guiding referrals to meet financial needs. You will handle teller transactions, assist with loan applications, and maintain confidentiality and compliance in all member interactions.

The role emphasizes budget counseling, up-selling products, and staying informed about rates and trends to enhance member

Qualifications

• High School Diploma or higher required.
• Bachelor’s degree or equivalent experience preferred.
• 3-5 Financial Services experience preferred.
• 1-3 years of Member Sales Specialist experience or equivalent role.

Responsibilities

• The Member Relationship Coordinator builds rapport with members and prospective members through high-quality service.
• Advises and assists with budget counseling and other financial needs.
• Performs teller transactions and loan applications accurately and confidentially.
• Open/close accounts, manage lending, upsell products, and stay informed on rates and trends.

Skills

Strong sales and service skills

Electronic delivery products knowledge

Knowledge of markets and trends

Lending fundamentals knowledge

Deposit and loan product knowledge

Data analysis ability

Cash handling experience

Professional appearance and demeanor

Interpersonal relations

Excellent written and spoken English

Education

High School Diploma

Bachelor’s degree in business or related field or equivalent experience

3-5 Financial Services experience

1-3 years of Member Sales Specialist experience or equivalent role

Job description

Reports To: Branch Manager, AVP Branch Operations or Float Manager

Location: Onsite - Richmond Eastside Branch

Position Type: Non-Exempt

Highly Specialized Individual Contributor

Pay - $24.64/hr - $34.50/hr

Note - The salary for this position is based on a combination of education, relevant experience, and industry standards. The top of the posted pay range reflects compensation for candidates with a similar title, performing comparable duties within a similar industry, and possessing 12 or more years of experience. Actual compensation will be determined based on individual qualifications.

Variable Incentive Pay / Merit:

This position is eligible for variable incentive pay based on individual and credit union performance. In addition, the position is also eligible for merit-based pay adjustments after the completion of one year of service, based on personal performance.

Position Summary

The Member Relationship Coordinator builds rapport by establishing credible relationships with members and prospective members through consistent high-quality service. Takes personal ownership of the referral process, aligning personal goals with the goals of the organization. Advises and assists with budget counseling, consolidations, pay methods, and other areas relating to member’s financial needs. Performs teller transactions and loan applications on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification. Acts in the members’ best interest through compliance and confidentiality regarding transactions, processes, and member information. Maintains the highest level of professionalism when interacting with members and servicing needs such as: opening and closing accounts, managing the lending process, evaluating need, up-selling products, and maintaining knowledge of internal trends and competitor’s rates, terms, etc. Increases member satisfaction by being highly responsive to the needs of members. Engages in problem resolution from start to finish by clarifying the claim, determining the cause and following up to ensure there is a resolution.

Knowledge Requirements

• Strong sales and service skills
• Strong knowledge of all electronic delivery products, other credit union products and services
• Knowledge of markets, competitor activities, problems and developing trends within assigned location
• Loan trained and qualified with knowledge of the fundamentals of lending, policies, and principles
• Thorough knowledge of all deposit, small business and consumer loan products
• Ability to gather and analyze data.
• Experience preferred in regards to cash handling (cashier) and clerical office work.
• Professional appearance and demeanor, good interpersonal relations skills, and positive and optimistic outlook.
• Ability to establish and maintain positive working relationship with management, peers, employees, and vendors.
• Excellent communications skills (both oral and written).
• Adheres to all federal, state and credit union regulations and policies.

Education And Experience

• High School Diploma
• Bachelor’s degree in business or related field, or equivalent experience
• 3-5 Financial Services experience
• 1 to 3 years of Member Sales Specialist experience or equivalent role

Work Environment and Physical Effort

Normal

Core Values

• Commitment- Be all in.
• Consistency- Be all in EVERY DAY.
• Innovation- Think (UYH) and ASK WHY.
• Integrity- Do the RIGHT thing, not the easy or quick thing.
• Quality- Do an OUTSTANDING job, don’t run out of GAS.
• Trust- Hold trust and be trustworthy.
• Value- Make members lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $$)