Relationship Manager: Build Relationships & Drive Solutions

Fortera Credit Union; Nashville (TN); Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

Fortera Credit Union in Nashville, TN seeks an enthusiastic Relationship Manager to build strong relationships with members, cross-sell products, and manage teller and account-related tasks. You will be the go-to person for member financial needs, helping them find solutions and exceptional service.

The role emphasizes meeting sales and service goals, maintaining high scorecard performance, and representing the credit union in the community.

Qualifikationen

• High school graduate or equivalent.
• Obtain Financial Counseling Certification (CCUFC) within 1 year.
• NMLS registration or eligibility.
• Fluency in English and Spanish preferred.
• Six months of retail sales experience required; banking experience valued.

Aufgaben

• Meet established sales and service goals.
• Cross-sell credit union products aligned with member needs.
• Open and close accounts; process payroll deductions.
• Answer member questions and resolve account issues.
• Provide teller services and process deposits, withdrawals, and payments.
• Participate in community events to promote the Credit Union.

Kenntnisse

Relationship management

Cross-selling

Customer service

Retail sales

Ausbildung

High school diploma or equivalent

CCUFC Certification

Jobbeschreibung

Fortera Credit Union in Nashville, TN seeks an enthusiastic Relationship Manager to build strong relationships with members, cross-sell products, and manage teller and account-related tasks. You will be the go-to person for member financial needs, helping them find solutions and exceptional service.

The role emphasizes meeting sales and service goals, maintaining high scorecard performance, and representing the credit union in the community.