What are the responsibilities and job description for the Sr. Relationship Banker position at Desert Financial Credit Union?
Senior Relationship Specialist
The Senior Relationship Specialist plays a pivotal role in strengthening and deepening financial relationships with members by conducting thorough consultative analyses to identify personalized solutions. This involves recommending and delivering products such as new deposit accounts, consumer loan products, home loan products, and wealth management services tailored to each member's unique financial situation.
The ideal candidate will possess an extensive understanding of Desert Financial Credit Union's product features, benefits, procedures, policies, and regulations governing credit union services. Additionally, they will demonstrate excellent decision-making skills and proficiency in policy and procedure expertise.
Key Responsibilities:
Requirements:
About Us:
We are proud to be an Equal Employment Opportunity Employer (EEO/AA) and maintain a drug-free workplace. We value diversity and strive to create an inclusive environment that fosters growth and development. For additional information about our organization, careers, and benefits, please visit: Desert Financial Credit Union Careers
The Senior Relationship Specialist plays a pivotal role in strengthening and deepening financial relationships with members by conducting thorough consultative analyses to identify personalized solutions. This involves recommending and delivering products such as new deposit accounts, consumer loan products, home loan products, and wealth management services tailored to each member's unique financial situation.
The ideal candidate will possess an extensive understanding of Desert Financial Credit Union's product features, benefits, procedures, policies, and regulations governing credit union services. Additionally, they will demonstrate excellent decision-making skills and proficiency in policy and procedure expertise.
Key Responsibilities:
- Conduct thorough consultative analysis to build, maintain, and deepen member relationships.
- Deliver exceptional member experiences through personalized solutions.
- Achieve or exceed monthly performance metrics by maintaining comprehensive knowledge of available products and services.
- Promote and educate members on alternative banking methods, including mobile and ATMs.
- Manage individual performance by fostering strong referral bases and pipelines through internal and external outreach programs.
- Provide escalated operational support to Branch Leadership and the team.
- Serve as a subject matter expert for members and Experience Specialists.
- Maintain accurate records and perform transactions efficiently.
- Stay updated on federal regulations and best practices related to account security, confidentiality, and loan documentation.
Requirements:
- High School Diploma or equivalent required.
- 1 years of sales and service experience required.
- 1 years of cash handling experience required.
- 1 years of previous financial institution experience required.
- Excellent organizational, problem-solving, and communication skills required.
- Strong mathematical and logical skills required.
- Ability to build rapport quickly and connect with diverse audiences required.
- NMLS registration and Notary Public certification preferred.
About Us:
We are proud to be an Equal Employment Opportunity Employer (EEO/AA) and maintain a drug-free workplace. We value diversity and strive to create an inclusive environment that fosters growth and development. For additional information about our organization, careers, and benefits, please visit: Desert Financial Credit Union Careers
