Member Relationship Coordinator

3Rivers Federal Credit Union; Richmond (IN); On-site; USD 34,000 - 48,000; Full time

Job summary

3Rivers Federal Credit Union is seeking a Member Relationship Coordinator to build rapport with members and prospective members through high-quality service onsite at the Richmond Eastside Branch. You will manage referrals, advise on budgeting and loan options, and handle teller and loan applications with accuracy and compliance.

The role emphasizes professional appearance, strong communication skills, and knowledge of credit union products as you help members open accounts, manage lending, and

Qualifications

• Strong sales and service skills.
• Strong knowledge of electronic delivery products and other credit union products.
• Knowledge of markets, competitor activities and 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 with 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.

Responsibilities

• The Member Relationship Coordinator builds rapport by establishing credible relationships with members and prospective members through consistent high-quality service.
• Takes ownership of the referral process, aligning personal goals with the organization's goals.
• Advises and assists with budget counseling, consolidations, pay methods, and other areas related to members' financial needs.
• Performs teller transactions and loan applications on members' accounts accurately and in accordance with current practices; verifies signatures and endorsements against IDs.
• Maintains confidentiality and compliance in member transactions and interactions; opens and closes accounts, manages lending process, evaluates needs, and up-sells products.

Skills

Sales and service

Electronic delivery products

Market knowledge

Loan training

Deposit & loan products

Data analysis

Cash handling

Professional demeanor

Relationship building

Excellent communications

Regulatory compliance

Education

High School Diploma

Bachelor’s degree / equivalent experience

Financial Services experience

Member Sales experience

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 $$)