Sr Member Relationship Officer (Finance)
At Blue, we discover pathways to your possibilities! Our Senior Member Relationship Officer plays a pivotal role in advancing and directing initiatives to cultivate relationships with current members and potential prospects within our communities. Building upon the foundational responsibilities of the Member Relationship Officer, this senior position is crucial to designing and delivering exceptional member experiences. The Senior Member Relationship Officer is accountable for elevating wallet share through engagement efforts, both inbound and outbound. This role ensures the maintenance of an exceptional standard of quality in member experience through service delivery. Key responsibilities encompass managing service requests, fostering relationships, addressing problem resolution inquiries, and providing support with teller functions.
Major Duties and Responsibilities
- Lead in determining members' financial needs and recommending advanced and appropriate products and services. Spearhead educational initiatives for members on an expanded range of products and services, including features of online and mobile banking. Strategically create cross-selling opportunities to exceed branch and individual sales goals.
- Efficiently manage lobby traffic by identifying members' needs, facilitating sign-ins, and overseeing wait times. Build, develop, and maintain positive relationships with members to enhance overall member experience.
- Demonstrate an advanced and comprehensive understanding of all credit union products, services, promotions, policies, procedures, rules, and regulations. Oversee and ensure the accurate and efficient processing of a variety of transactions, upholding the highest standards of compliance with credit union policies and regulatory requirements.
- Process a variety of transactions, including deposits, transfers, withdrawals, and account maintenance, in accordance with credit union policies and regulatory requirements. Handle tasks related to IRAs, Term Shares, loans, and other financial products with accuracy and efficiency.
- Create and expand new and existing business banking relationships. Analyze business members' needs and maximize relationships through business banking products and services.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
Experience
Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs. Applies strong critical thinking and problem-solving skills to meet member needs. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity. 3+ years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework. Displays passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members.
Education/Certifications/Licenses
Four year degree required, or 5+ years of experience in lieu of degree. Experience must be in a financial organization with emphasis in consumer lending and a consultative sales and service role.
Interpersonal Skills
A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Excellent organizational, analytical and problem-solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.). Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.
FULL TIME POSITION
Starting Range: $27.75 - $31.06
Full Range: $26.43 - $39.65
Applications will be accepted through 07/21/2025 and encourage you to submit your application as soon as possible for the best opportunity to be considered. We look forward to reviewing your application!
ADA Requirements
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.
For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:
Working at Blue Video
At Blue Federal Credit Union, we don't just accept difference – we celebrate it! We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.
Education
Preferred- Bachelors or better
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
