Relationship Manager Bench

Must be able to work at any Fortera location as needed.

Rotating Saturdays

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job‑related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

Responsible for performing a variety of member transactions with an emphasis on loan and new account origination. Conducts consultative member interviews to uncover member needs and recommends appropriate products and services. Generates new business from existing and potential members. Provides exceptional external and internal member service with a smile. Performs Teller transactions as needed based on needs of branch.

• 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. Utilizes 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…