Float Member Relationship Advisor - Center

Float Member Relationship Advisor - City Center

Base pay range: $28.00/hr - $30.00/hr

Signal Financial is a progressive and growing credit union with over 24,000 members and more than $400 million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to become a progressive multi-billion-dollar financial institution by reinventing the way we operate, particularly in how we enhance the member experience.

We aim to do this by being innovative, creative, and nimble in offering distinctive products and services.

The Float Member Relationship Advisor (MRA) will be based in Washington DC and is responsible for delivering the distinctive Signal member experience across multiple branch locations. This floating role requires flexibility to travel to any of our branch offices within the credit union's footprint as needed, in order to support staffing needs and provide continuity of service. To compensate for this required travel, the minimum starting pay for this position is $28.00 per hour.

The MRA will establish rapport and trust with members, identify financial needs and goals through a comprehensive financial review process, and recommend appropriate solutions. The MRA will refer members to business line partners as needed and manage the member relationship beyond the initial new account opening through an onboarding process. The role also involves facilitating off‑site presentations to existing and prospective Select Employer Groups (SEGs) to grow our membership.

In addition, the MRA will handle ongoing member service and account maintenance transactions, including cash handling. This position requires the ability to be a Notary Public in the state where you are assigned to work.

• Complete new member financial reviews following the D.R.S.W. conversation model. Communicate the appropriate product solution bundle and refer to other business line partners as needed.
• Answer questions about products and services and resolve problems within authority. Refer problems beyond authority to a supervisor, along with recommended solutions.
• Support branch managers and facilitate off‑site presentations to SEGs as required to promote credit union membership.
• Identify cross‑sell opportunities and make appropriate product and/or recommendations as member needs arise.
• Ensure all required paperwork and documentation are completed accurately, adhering to the Credit Union's policies and procedures.
• Maintain member relationships through ongoing outbound calling and the use of relationship management software.
• Act as a liaison between members and various departments or partner organizations.
• Operate as a teller when business or branch needs dictate, processing daily transactions as needed.
• Travel to and cover multiple branch locations as needed to ensure consistent member service across the organization.
• Perform other related duties as assigned.

• A high school education or GED is required. A college degree is preferred.
• Two to five years of similar or related experience is required.
• Prior experience in a financial services company or credit union is preferred.
• The flexibility to travel to multiple branches throughout the MD metropolitan area is required.
• Excellent interpersonal engagement and presentation skills—attentiveness, information retention, tact, and diplomacy in dealing with both members and employees—are required.
• Work may involve motivating or influencing others; this is required.
• Ability to foster sound relationships with members, coworkers, and community partners is required.
• Strong organizational skills with a high degree of accuracy and attention to detail are required.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) is required.
• Prior experience with our core system (Fiserv) is preferred.

Entry level

Full-time

Management and Manufacturing

We are proud to be an Equal Employment Opportunity (EEO). Signal Financial Federal Credit Union does not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local laws.