This listing was posted on ApplicantPro.
Member Relationship Specialist
Location:
Kensington, MD
Description:
Member Relationship Specialist - Mobile Branch 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 Mobile Member Relationship Specialist will be responsible for participating in activities that support the deployment strategy of the Signal "On the Go" Mobile Branch, to ensure consistent visibility and engagement throughout the DC, MD, and VA markets. The Mobile Member Relationship Specialist will work with a team dynamic team, dedicated to supporting the delivery of the distinctive Signal member experience, outside business development, and financial education with the use of the various Mobile Branch technology components. Position Responsibilities Introduce the Signal Financial FCU brand to under-served communities, as well as deepen existing member's financial relationships through a regular presence near current physical branches by providing the right financial solutions across all channels, based on individual needs Demonstrate a complete understanding of all Mobile Branch functionality, including: set-up, break down, technology tools, marketing, and overall operations Participate in all deployment plans necessary to support a minimum of 80% Mobile Branch visibility time (away from Kensington HQ), that will also include rotational Saturdays Meet and exceed stated individual financial and activity targets Demonstrate knowledge of entire suite of financial products and services, including features and benefits Engage in a member centric culture that focuses on member financial well-being through the use of Signal's D.R.S.W. (Developing Relationships the Signal Way) relationship process Maintain personal accountability for goals and expectations, as set by the Mobile Branch Manager Participate in local organizations and venues, marketing Signal's brand, value proposition, and commitment to the local community Demonstrate flexibility to ongoing change in the work environment, as it occurs Maintains communications with main office; maintain necessary reports and tracking, as assigned; attends regular scheduled team meetings. Demonstrate thorough knowledge of service levels, risk, compliance, regulatory and Credit Union policies and procedures Position Requirements Obtain proper certification from the D.O.T. necessary to drive the Mobile Branch; as assigned Ability to travel within the DC, MD, and VA metro region Ability to lift items up to 25 LBS High school diploma or equivalent required. College degree preferred Minimum 2 years of similar or related experience, with client relationship management, and organizational skills are required Credit union experience preferred Demonstrated track record of acquiring and managing a portfolio of customers to achieve and exceed individual financial goals Ability to build and leverage working relationships both externally and internally High impact communication skills to effectively engage all segments Superior service skills with a "member first" approach resulting in strong member loyalty Excellent problem solving and decision-making skills Team orientation with strong collaboration skills and willingness to support the rest of the Mobile Branch team Demonstrated adaptability, flexibility, and willingness to work in a changing environment Excellent attention to detail and organizational skills required Excellent interpersonal engagement, leadership, and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both members and employees required. Fostering sound relationships with individuals and companies (as assigned) Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, and Teams) Prior experience with 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. We are proud to be an EEO/AA/Minorities/Females/Disabled/Veterans employer.
Company:
Signal Financial Federal Credit Union
Posted:
December 26 2023 on ApplicantPro
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to ApplicantPro
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Member Relationship Specialist
Member Relationship Specialist is a Sales Member Relationship Specialist Job at Signal Financial Federal Credit Union located in Kensington MD. Find other listings like Member Relationship Specialist by searching Oodle for Sales Member Relationship Specialist Jobs.
Member Relationship Specialist is a Sales Member Relationship Specialist Job at Signal Financial Federal Credit Union located in Kensington MD. Find other listings like Member Relationship Specialist by searching Oodle for Sales Member Relationship Specialist Jobs.