Signal Financial Federal Credit Union
Member Relationship Advisor - One Loudoun
Signal Financial Federal Credit Union, Ashburn, Virginia, United States, 22011
Member Relationship Advisor – One Loudoun
Signal Financial Federal Credit Union 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.
Position Description The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals through a comprehensive financial review process. The MRA will refer to business line partners as needed and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate off‑site presentations to both existing and prospective SEGs (Select Employer Groups). In addition, the MRA will handle ongoing member service and maintenance transactions, including cash handling, and must be a Notary Public in the state where assigned.
Position Responsibilities
Complete new member financial reviews following the D.R.S.W. (Developing Relationships the Signal Way) conversation model; communicate appropriate product solutions 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 the supervisor with recommendations.
Support branch managers and facilitate off‑site presentations to SEGs.
Identify cross‑sell opportunities and make appropriate product and/or service recommendations as needs arise.
Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures.
Maintain member relationships through ongoing outbound calling and use of Relationship Management software.
Act as liaison between members and various organizations and departments.
Operate teller drawer activities when business dictates.
Perform other related duties as assigned.
Position Requirements
High school education or GED; college degree preferred.
Two to five years of similar or related experience.
Prior experience in a Financial Services Company or Credit Union preferred.
Flexibility to travel to multiple branches throughout the DC metropolitan area.
Excellent interpersonal engagement and presentation skills; attentiveness, information retention, tact and diplomacy required.
Ability to motivate or influence others.
Fostering sound relationships with other entities required.
Strong organizational, accuracy and detail orientation skills.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Prior experience with core system Fiserv preferred.
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.
Salary: $25.00 - $30.00 per hour.
Details
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
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Position Description The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals through a comprehensive financial review process. The MRA will refer to business line partners as needed and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate off‑site presentations to both existing and prospective SEGs (Select Employer Groups). In addition, the MRA will handle ongoing member service and maintenance transactions, including cash handling, and must be a Notary Public in the state where assigned.
Position Responsibilities
Complete new member financial reviews following the D.R.S.W. (Developing Relationships the Signal Way) conversation model; communicate appropriate product solutions 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 the supervisor with recommendations.
Support branch managers and facilitate off‑site presentations to SEGs.
Identify cross‑sell opportunities and make appropriate product and/or service recommendations as needs arise.
Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures.
Maintain member relationships through ongoing outbound calling and use of Relationship Management software.
Act as liaison between members and various organizations and departments.
Operate teller drawer activities when business dictates.
Perform other related duties as assigned.
Position Requirements
High school education or GED; college degree preferred.
Two to five years of similar or related experience.
Prior experience in a Financial Services Company or Credit Union preferred.
Flexibility to travel to multiple branches throughout the DC metropolitan area.
Excellent interpersonal engagement and presentation skills; attentiveness, information retention, tact and diplomacy required.
Ability to motivate or influence others.
Fostering sound relationships with other entities required.
Strong organizational, accuracy and detail orientation skills.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Prior experience with core system Fiserv preferred.
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.
Salary: $25.00 - $30.00 per hour.
Details
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
#J-18808-Ljbffr