MRCC Senior Member Relationship Officer

MRCC Senior Member Relationship Officer (Finance)

At Blue, we discover pathways to realize your possibilities! Our Sr. Member Relationship Officer – Contact Center is responsible for leading, developing, and directing efforts to build and strengthen relationships with current members and prospects within our communities. This position is accountable for designing robust member experiences and engagement by delivering appropriate banking solutions, supporting needs of the member base. Accountable for building and maintaining a diversified base, representative of multiple member segments, driving wallet share through proactive inbound and outbound efforts.

The Relationship Banker ensures quality member experience through our service delivery.

• Leads and proactively engages with existing members and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Acquires and expands share of wallet for multiple client segments through needs assessments that quantify, and support financial solutions recommended through preferred channels addressing both household growth and service needs. Offers members advice and guidance on available banking solutions including self-serve options, supporting member transactions and needs.
  
  Engages to grow the credit union's portfolio by reaching out, generating appointments, and building new relationships within the community.
• This position will lead in new account, business account, and ad hoc private client account opening processes, along with lending applications, and promote the best solutions to support the identified needs of the member, through interactions in the branch lobby, outbound calling efforts, and/or management of referrals from credit union partners. Establishing an advisory relationship to share value in the financial recommendations.
  
  Responsible for proactive lead generation and appointments, establishing centers of influence to engage with prospective members inside/outside the credit union, promoting Blue's mission and value.
• Proactively managing an assigned portfolio of members ensuring appropriate connection points and member engagement to continue providing needs-based assessments to build member loyalty, improve retention of relationships, increase household quality, and acquire diverse member segments. Demonstrating expert level knowledge in working with credit union products and services. Demonstrated ability to meet and/or exceed goals and objectives.
• Lead and demonstrate through action quality steps and protocol designing a robust member experience.
• Build cross-functional relationships with wealth, lending, and other internal teams in support of creating a diversified member relationship.
• 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

Demonstrate confidence in educating members with holistic banking solutions to meet current and future needs. Applies strong 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. 1+ years with a proven track record in a sales environment, consistently meeting or exceeding goals and objectives, operating in a consultative framework.

Displays 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 7+ years of experience in lieu of degree. Experience must be in a financial organization with emphasis in consumer lending and a consultative sales and service role.

Spanish Speaking Preferred.

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.…