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Member Relationship Advisor I

Franklin Mint Federal Credit Union · Folsom Branch - Folsom
Full-timeFinance & InsuranceEntry Level$19–$26/yr
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About the Member Relationship Advisor I role

Member Relationship Advisor I positions focus on delivering results in their domain. This page aggregates open Member Relationship Advisor I roles and what employers typically expect.

**Summary** - Contributes to the generation of new accounts and provides ongoing relationship servicing with current members. Cross sells credit union products and services to assist members in meeting their financial needs. Maintains a basic understanding of all credit union products and services with the ability to identify and offer additional referral opportunities. **Key Responsibilities** - Contributes to generation of new business to assist in reaching established production and profitability goals. Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business. - Processes member transactions accurately and efficiently. Responds to member inquiries and requests. - Actively participates in the in-branch greeter program to ensure positive member experiences and support adoption of member facing technologies such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services. - Cross-sells credit union products and services to members to assist in meeting their financial needs. Evaluates needs of potential members and offers appropriate financial products and services. - Examines documents for endorsement and negotiability. Detects and assures resolution to discrepancies promptly. - Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions. Performs accurate and timely file maintenance on member accounts. - Opens and closes basic savings and checking accounts for existing members. - Maintains established member authentication, quality control, and audit standards. - Under the direction of management, supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch. - Participates in and supports branch and community events. - Travels to other branch locations on occasion. - Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members. **Education/Experience** - High School Diploma or GED required. - 2 years demonstrated ability to succeed in retail environment required. **Other Qualifications** Strong demonstrated abilities required: - Customer/Member Service - Interpersonal/Team Player - Presentation Skills - Motivated/Works Independently - Sales/Negotiation Skills - Organizational Skills - Detail Oriented - Verbal/Written Skills - Prioritize/Multi-task Also required: - Ability to work a flexible schedule - Ability to travel occasionally - Must maintain confidentiality **Physical Requirements** The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - Ability to sit for extended periods; occasional standing - Frequent use of hands/fingers for typing and operating standard office equipment - Ability to hear and speak clearly - Visual acuity to read computer screens and written documents - Minimal physical exertion; occasional walking **Other Duties** - This job description is not intended to be an all-inclusive list of responsibilities required for this job. Responsibilities may be assigned or changed at any time. **What we offer to our team members:** - A competitive salary - Team Based Incentives and Performance Bonus Opportunities - Referral Incentive Opportunities - Generous Paid Time Off - Medical, Dental and Vision plans - Health Savings Account with employer contribution - Flexible Spending Accounts - 401K with employer contribution and match - Employer paid life insurance/AD&D - Supplemental insurance plan options - Employer paid Short and Long term disability programs - Paid Family Leave - Tuition Reimbursement - Training and Development Programs - Paid Holidays - Paid Volunteer Time Off - Employee Assistanc…

Salary estimate

$19 – $26/yr
Provided by the employer.

Skills for this role

SalesNegotiation

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About Franklin Mint Federal Credit Union

Franklin Mint Federal Credit Union is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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