Relationship Manager 1
The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a
wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Member Service goals are achieved. The RM I position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role’s primary focus is the member experience and is expected to represent the company in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain
confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
12 months experience in a similar position having prior loan experience and reaching service and performance goals.
Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions system).
Proven ability to garner business.
Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel.
Good verbal and written communication skills in person and over the phone.
Member service and organizational skills.
Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs.
Willingness to make a difference.
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature.
Personable and professional.
Successful completion of all compliance related coursework.