What are the responsibilities and job description for the Member Relationship Specialist (Banker) position at JBA International?
Essential Functions
Sales & Service
• Provide excellent service to all Members, volunteers, internal employees, and service providers.
• Cross-sell RCU and RCUSG products and services.
• Open accounts and match Member needs to RCU and RCUSG products and services.
• Determine the appropriate loan product(s) to meet the Member(s) needs.
• Obtain information from Member to complete loan application; examine and collect proper loan documents.
• Complete loan-funding process and recommend additional products or services to meet Member needs.
• Research Member questions, problems, and complaints and respond with accurate information.
• Safeguard member information and ensure confidentiality by following established policy and procedures.
Transactions
• Perform file maintenance on all types of accounts.
• Perform accurate teller transactions and reconcile cash nightly.
Teamwork and Other Functions
• Conduct audits of Credit Union documents and files.
• Answer phone and efficiently complete phone requests.
• Participate in branch, departmental, and company meetings.
• Perform branch opening and closing duties.