Member Relationship Manager I

Profile

Description
Proactively identify member outreach opportunities and prospects on Capitol Hill through networking events, tabling events, and office presentations. Acts as the face of the credit union at relevant community and Credit Union sponsored events.
Function as a team member within the branch providing support and assistance with the wide range of member-related activities, such as completing member financial transactions, assisting marketing and business development education seminars. This position will require rotational Saturday hours on a monthly basis.
Utilizes prior financial sales experience to actively develop new and expand existing relationships through daily portfolio management. Conduct outside sales calls to assigned portfolio members and prospects to share information about new products or campaigns, and to help cross-sell and achieve deposit, loan and other related goals.
Consistently demonstrates CFCU service standards by providing a level of service that is recognized by members as exceptional. Provide timely and accurate service with effective cross selling and following up. Continually updates and maintains knowledge of Credit Union products, services and marketing campaigns. Reports all sales activity in Salesforce. Proactively connects with members and prospects by conducting needs analyses to determine their financial needs. Use open-ended questioning and other tools to identify, recommend, and educate members on appropriate solutions. Make appropriate referrals to mortgage, investment and insurance partners. Offer other relevant ancillary products.
Knowledge and Skills
Experience
Two years to five years of similar or related experience.
Education/Certifications/Licenses
A college degree.
Interpersonal Skills
The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
Other Skills
Must have excellent communication and public speaking skills.
Physical Requirements:
Congressional Federal is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following list outlines the physical considerations that are normally encountered in this job.
* Ability to communicate with staff, members and the public.
* Ability to operate standard office equipment.
* Must be able to sit for extended periods of time and to occasionally lift and move items up to 20 lbs. in weight.
Total Rewards:
Congressional Federal offers a comprehensive benefits package including but not limited to health and dental, 401k, vacation and sick pay, 10 paid holidays, tuition reimbursement, flexible spending programs and work/life balance.

EOE/M/F/D/V/SO
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other characteristic protected by law.

Company info

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