Job Details
Member Relationship Advisor - Montgomery County
Signal Financial is a progressive and growing Credit Union with over 24,000 members and more than $400+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience. We aim to do this by being innovative, creative and nimble in offering distinctive products and services.
Position Description
The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals with the use of a comprehensive financial review process. The MRA will refer to business line partners (as needed) and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate offsite presentations to both existing and prospective SEGs (Select Employer Groups). In addition, the MRA will handle ongoing member service and maintenance transactions, including cash handling. This position requires the ability to work alternating Saturdays with a minimum of 2 per month at various branches and the flexibility to travel to multiple branches throughout the DC metropolitan area.
Position Responsibilities
- Complete new member financial reviews, following the D.R.S.W. (Developing Relationships the Signal Way) conversation model. Communicate the appropriate product solutions bundle and refer to other business line partners as needed.
- Answer questions about products and services and resolve problems that are within the authority to resolve. Refer problems that are beyond the position authority to the supervisor, along with recommendations.
- Support branch managers and facilitate offsite presentations to SEGs.
- Identify cross-sell opportunities and make appropriate product and/or service recommendations as the needs arise.
- Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures.
- Maintain member relationships through ongoing outbound calling, and the use of 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.
Position Requirements
- A high school education or GED. College degree preferred
- Two years to five years of similar or related experience, required
- Prior experience in a Financial Services Company, Credit Union, preferred
- The ability to work alternating Saturdays with a minimum of 2 per month at various branches.
- The flexibility to travel to multiple branches throughout the DC metropolitan area.
- Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both Members and Employees, required
- Work may involve motivating or influencing others, required
- Fostering sound relationships with other entities (companies and/or individuals), required
- Strong organizational, accuracy and detail orientation skills required
- Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint required
- Prior experience with our core system, Symitar, preferred
The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.
The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.
We are proud to be an EEO/AA/Minorities/Females/Disabled/Veterans employer.