Member Relationship Specialist - City Center, Washington, DC

Company: Careerbuilder-US
Location: Washington
Posted on: January 27, 2023

Job Description:

Job DescriptionMember Relationship Specialist - City Center, Washington, DCSignal 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 be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience. We aim to do this by being innovative, creative and nimble in offering distinctive products and services. We are seeking a full-time Member Relationship Specialist to join our team in our City Center branch in Washington, DC. This position is responsible for delivering the distinctive Signal member experience by serving as a concierge in a progressive and innovative environment, promptly greeting members in the retail branch lobby, providing account servicing including: processing account transactions (including cash), handling general account maintenance functions, cross-selling additional products and services after identifying the appropriate need, and opening additional accounts for existing members. In addition, the MRS will participate in making outbound calls involving account maintenance follow-up, as well as cross-selling marketing campaigns. This position requires the ability to work a minimum of two Saturdays per month and the flexibility to travel to multiple branches throughout the DC metropolitan area.Position Responsibilities

• Enthusiastically greet members as they enter branch lobby, acting as a concierge of the Signal experience
• Educate members on Credit Union self-service technology: internet banking, bill pay, remote deposit anywhere, debit card, mobile app, e-statements
• Handle all account servicing requests from members
• Answer questions about products and services and resolve problems that are within the authority to resolve. Refer problems that are beyond the scope of responsibility to the supervisor, along with recommendations for solutions
• Identify cross-sell opportunities and make product and/or service recommendations as the needs arise, and hand-off to appropriate branch staff or business line to complete the sale
• Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures
• Maintain and cross-sell member relationships through ongoing outbound calling
• Act as liaison between members and various organizations and departments
• Operate cash transaction drawer
• Perform other related duties as assignedPosition Requirements
  • A high school education or GED. College degree preferred
  • Prior experience in either the retail, customer service, or financial services industry required. Credit Union, banking experience preferred
  • The ability to work a minimum of 2 Saturdays per month (8:30am-1:30pm) at various branches
  • The flexibility to travel to multiple branches throughout the DC metropolitan area
  • Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both members and employees
  • Work may involve motivating or influencing others
  • Fostering sound relationships with other entities (companies and/or individuals)
  • Strong organizational, accuracy and detail orientation skills required
  • Proficient with Microsoft Office Suite including Word, Excel, Outlook and PowerPoint
  • Prior experience with our core system, Symitar, a plusThe list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessaryWe are proud to be an EEO/AA/Minorities/Females/Disabled/Veterans employerby Jobble

Keywords: Careerbuilder-US, Washington DC , Member Relationship Specialist - City Center, Washington, DC, Other , Washington, DC