At Blue, we discover pathways to realize your possibilities. Our Member Relationship Officer (Banker) At Blue, we discover pathways to realize your possibilities. Our Member Relationship Officer (Banker) plays a pivotal role in leading and directing initiatives aimed at cultivating relationships with current members and potential prospects within our communities. This position is integral to designing and delivering robust member experiences, ensuring a high level of engagement by providing tailored service solutions, and supporting the diverse needs of our member base. The Member Relationship Officer is accountable for enhancing wallet share through proactive engagement efforts, both inbound and outbound, while upholding the standard of a quality member experience through our service delivery. Key responsibilities include managing service requests, fostering relationships, addressing problem resolution inquiries, and supporting teller functions.This position also focuses on:

• Determine members' financial needs and recommend appropriate products and services. Educate members on available products and services, including online and mobile banking. Create cross-selling opportunities to meet branch and individual sales goals.

• Efficiently manage lobby traffic by identifying members' needs, facilitating sign-ins, and overseeing wait times. Build, develop, and maintain positive relationships with members to enhance overall member experience.

• Maintain up-to-date and comprehensive knowledge of all credit union products, services, promotions, policies, procedures, rules, and regulations. Process a variety of transactions promptly, accurately, and efficiently, adhering to credit union policies and regulatory requirements.
• Process a variety of transactions, including deposits, transfers, withdrawals, and account maintenance, in accordance with credit union policies and regulatory requirements. Handle tasks related to IRAs, Term Shares, loans, and other financial products with accuracy and efficiency.
• Create and expand new and existing business banking relationships. Analyze business members' needs and maximize relationships through business banking products and services.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience: A minimum of one year up to three years of similar or related experience, including preparatory experience. Proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework or related experience in a financial organization. Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs, with strong commitment to mobile and digital strategies. Applies critical thinking and problem-solving skills to meet member needs. Familiarity in time management techniques to prioritize workflow to create a dynamic experience for the member, and work with efficiency delivering consistent productivity. Exhibits passion, commitment, and drive to deliver the best solutions that improve the financial circumstances of our members.

Education/Certifications/Licenses: A two-year college degree or equivalent experience.

Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Other Skills: Excellent organizational, analytical and problem solving skills. PC proficient, including Microsoft Office (Word, Excel, Outlook) and the Internet. Excellent verbal, written, telephone and interpersonal communication skills. Must possess a service orientation and be willing to sell products and services. Ability to manage multiple projects/priorities simultaneously in an effective manner. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.) Has the focus, persistence, positive outlook, and discipline to meet the personal demands of a sales/service role.

ADA Requirements

PHYSICAL REQUIREMENTS

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Full-Time Position

Full Range: $21.98 - $32.97

Starting Range: $23.36 - $26.11

Eligibility for employment is dependent on bondability, background and credit check.

For more information about the Blue culture, please check out these links for a glimpse at the culture we strive to exceed for our employees and members: Culture BluePrint and Working at Blue

Education

• Associates or better