Member Relationship Specialist

Signal Financial Federal Credit Union; Ashburn (VA); On-site; USD 45,000 - 60,000; Full time

Job summary

Signal Financial Federal Credit Union is seeking a Customer-Facing Member Relationship Advisor in One Loudoun to deliver the distinctive member experience. You will conduct financial reviews, identify needs, present suitable solutions, and coordinate with line partners as needed.

Travel to multiple DC metro area branches is required, along with ongoing member service, notary duties, and using Relationship Management software to maintain relationships and support presentations for SEGs.

Qualifications

• High school diploma or GED; college degree preferred.
• Two to five years of related experience required.
• Experience in a Financial Services Company or Credit Union preferred.
• Willingness to travel to multiple branches in the DC metro area.
• Strong interpersonal, presentation and organizational skills.
• Proficient with Microsoft Office (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Complete new member financial reviews using the DRSW conversation model and refer to partners as needed.
• Answer questions about products and services and resolve problems within authority.
• Support branch managers and facilitate offsite presentations to SEGs.
• Identify cross-sell opportunities and recommend products/services as needs arise.
• Ensure all paperwork and documentation comply with policies and procedures.
• Maintain member relationships through outbound calling 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

Organizational skills

Attention to detail

Tact and diplomacy

Motivating/Influencing others

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office Suite

Fiserv core system

Job description

Signal Financial Federal Credit Union is seeking a Customer-Facing Member Relationship Advisor in One Loudoun to deliver the distinctive member experience. You will conduct financial reviews, identify needs, present suitable solutions, and coordinate with line partners as needed.

Travel to multiple DC metro area branches is required, along with ongoing member service, notary duties, and using Relationship Management software to maintain relationships and support presentations for SEGs.