Member Relationship & Growth Specialist

Fortera Credit Union; Nashville (TN); On-site; USD 42,000 - 64,000; Full time

Job summary

Vanderbilt Credit Union in Nashville is seeking a motivated Relationship Manager to join our team. You will build relationships, drive sales and service excellence, and help members meet their financial goals through a range of Credit Union products.

The role emphasizes cross-selling, accurate processing of accounts, and responsive member support in a full-time position at the Nashville Market location.

Qualifications

• High school graduate or equivalent.
• Obtains Financial Counseling Certification (CCUFC) within 1 year.
• Must be NMLS Registered or eligible for NMLS licensure.
• Fluency in English and Spanish (oral and written) preferred.
• At least six months of retail sales experience is required.

Responsibilities

• Assume responsibility for meeting established sales & service goals.
• Attain a minimum of 85% or higher overall on individual scorecard.
• Actively cross-sell and identify credit union products and services that align with member’s financial needs.
• Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals.
• Assume responsibility for the effective and professional performance of member service functions.
• Present and explain Credit Union services and products to members and assist in meeting their financial needs.
• Open and close accounts.
• Order checks for members' accounts.
• Complete payroll deduction and authorization forms.
• Answer questions and solve problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party.
• Resolve member bookkeeping and account problems.
• Take stop payment orders.
• Receive and direct members and telephone calls.
• Respond to inquiries and questions if possible or direct them as necessary.
• Keep members informed of Credit Union products & services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
• Complete required reports and records accurately and promptly.
• Assume responsibility for the efficient, effective, and accurate performance of teller functions.
• Receive share deposits and loan payments.
• Process cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, & stop payments.
• Verify transactions.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Perform drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned.
• Participate in community and civic events to promote awareness of the Credit Union in the community.

Education

High school graduate or equivalent

Job description

Vanderbilt Credit Union in Nashville is seeking a motivated Relationship Manager to join our team. You will build relationships, drive sales and service excellence, and help members meet their financial goals through a range of Credit Union products.

The role emphasizes cross-selling, accurate processing of accounts, and responsive member support in a full-time position at the Nashville Market location.