3 Jobs in Clarksville, TN
Fortera Federal Credit Union is Hiring a Relationship Manager Near Clarksville, TN
Essential Functions And Basic DutiesAssumes responsibility for meeting established sales & service goals.
- Attains a minimum of 85% or higher overall on individual scorecard
- Actively cross-sell and identify credit union products and services that align with member’s financial needs. Refer to internal/external business partners as necessary.
- Maintain established minimum score for NPS member transaction surveys
- Protect member and credit union assets by meeting and/or exceeding established ancillary product penetration goals.
- Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for members' accounts. Completes payroll deduction and authorization forms.
- Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and account problems. Takes stop payment orders.
- Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.
- Performs file maintenance and account changes as needed.
- Keeps members informed of Credit Union products & services including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
- Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.
- Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include OFAC, Bank Secrecy Act/Anti-Money Laundering Act and USA Patriot Act compliance. Utilize CRM to track leads, referrals, outbound calling, and appointments.
- Assists area personnel as required.
- Keeps supervisor informed of area activities and of any significant problems or concerns.
- Completes required reports and records accurately and promptly.
- Adheres to assigned schedule & break periods. Regular attendance & punctuality are required.
- Attends and participates in all meetings, trainings and committees as required.
- Represents the Credit Union in a courteous and professional manner.
- Receives share deposits and loan payments.
- Processes cash advances, travel cards, gift cards, cashiers' checks, money orders, the wiring of funds, share withdrawals, transfers, & stop payments.
- Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
- Balances daily transactions and verifies cash totals. Investigates, reports and resolves out-of-balance conditions.
- Performs drive-up service, night drop, safe deposit box, and ATM and coin machine functions as assigned.
- Participates in community and civic events to promote awareness of the Credit Union in the community.
- Attends and participates in all required meetings, trainings, and committees.
- Ensures that work area and assigned equipment is clean, secure, and well maintained.
- Performs other duties as assigned by management.
- Relationship Manager functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
- Monies are balanced and any discrepancies promptly reported and resolved.
- Cross sells all Credit Union products and services to include Payment Protection.
- Meets or exceeds loan, deposit and referral performance goals assigned by the Credit Union.
- Good business relations exist with internal and external members. Members' problems or questions are courteously and promptly resolved.
- Good working relationships and coordination exist with area personnel and with management. Assistance is provided to all CU staff as needed. Supervisors are appropriately informed of area activities.
- Required reports and records are accurate, complete, and timely.
- Ensures the Credit Union's professional reputation is maintained and conveyed.
- Maintains minimum established standards for member service surveys.
- Maintains minimum established share/draft ratio of 80%.
- Builds lasting relationships with members.
- Individual Sales and Service standards are met.
- Fortera’s core values are satisfactorily demonstrated.
- Strong organizational and administrative skills.
- Excellent interpersonal and communication skills (oral & written).
- Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
- Professional appearance, dress, and attitude.
- Good math skills with excellent attention to detail.
- Ability to operate PC, related software applications and standard office equipment.
- Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment.
- Must be able to work well under pressure while always promoting a professional image of the Credit Union.
- Must be able to meet deadlines while maintaining and effective and efficient workflow.
- Ability to meet assigned goals within specified timelines.
- Ability to work in a cooperative manner with others.
- Required to work at any Credit Union location that may include extended hours, holidays or Saturdays.
- Regular, predictable attendance.
- Bending downward and forward at the waist. Requires full use of lower extremities and back muscles.
- Extending hand(s) and arm(s) in any direction.
- Using the upper body to press against something with steady force.
- Using the upper body to draw, drag, haul or tug objects.
- Use of the upper body and back muscles to lift objects.
- Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
- Able to hear average or normal conversations and receive ordinary information.
- Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
- Movements frequently and regularly required using the wrists, hands, and/or fingers.
- Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
- Exerting up to 50 lbs. occasionally, and/or up to 20 lbs. frequently.
- No hazardous or significantly unpleasant conditions (such as in a typical office).
- Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
- Ability to perform basic math skills and to use decimals to compute ratios and percent’s, and to draw and interpret graphs.
- Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
- Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs.
- Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.
Education/Certification: High school graduate or equivalent.
Experience Required:
- Minimum of six months experience in a Retail Sales.
- Knowledge of financial services industry preferred.
- Consumer Lending experience preferred.
- Knowledge of Teller and Member Advisor operations and procedures preferred
- Strong organizational and administrative skills.
- Excellent interpersonal and communication skills (oral & written).
- Accurately assesses cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
- Professional appearance, dress, and attitude.
- Good math skills with excellent attention to detail.
- Ability to operate PC, related software applications and standard office equipment.
- Must have the ability to work independently, as a team, and handle multiple tasks in a fast-paced environment.
- Must be able to work well under pressure while always promoting a professional image of the Credit Union.
- Must be able to meet deadlines while maintaining and effective and efficient workflow.
- Ability to meet assigned goals within specified timelines.
- Ability to work in a cooperative manner with others.
- Required to work at any Credit Union location that may include extended hours, holidays or Saturdays.
- Regular, predictable attendance.
Job Summary
Full Time
$43k-56k (estimate)
02/02/2024
06/28/2024
The job skills required for Relationship Manager include Products and Services, Financial Services Industry, ATM, Communication Skills, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
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These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
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Relationship Managers are responsible to build client relationships with various business clients and customers.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
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Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
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They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
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Step 3: View the best colleges and universities for Relationship Manager.
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