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Member Relationship Advisor - City Center, Washington DC
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
Position Requirements
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.
Full Time
$76k-101k (estimate)
04/29/2024
05/15/2024
signalfinancialfcu.org
WASHINGTON, DC
50 - 100
1947
Private
DONITA TAYLOR
$10M - $50M
Banking