Member Relationship Specialist - Experienced Lender

Northern Credit Union•Watertown, NY

9d•$25 - $32

About The Position

The Member Relationship Specialist - Experienced Lender is responsible for effectively delivering the Standard of Excellence in member relationship building and new account services in the relationship center network. Through needs-based conversations, the Member Relationship Specialist ensures member needs are met while providing efficient service that helps members with their financial goals and dreams.

Requirements

Two to five years of experience within the financial industry and 2+ years of lending experience is required.
Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.
The successful candidate will consistently demonstrate sound, independent judgment and have a proven track record for multi-tasking and performing duties in a fast-paced environment; must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Northern’s objectives.
Demonstrates knowledge in all areas of Credit Union operations, products, services, policies, guidelines, procedures, and both federal and state regulations.
Proven ability to work under pressure and remain calm in tense situations with both internal and external owners.
Proven ability and maturity to handle confidential/sensitive information in a professional manner is required.
Must be a high-energy person who is self-motivated and results oriented and able to work independently and with groups in a fast-paced deadline driven environment.
A full working knowledge and ability to utilize a broad range of PC-based software programs, including Microsoft Office Suite and other internal database programs.

Nice To Haves

Associate’s Degree from an accredited college or university is preferred.

Responsibilities

Proactively serves as a role model and demonstrates individual commitment to Northern’s Ownership philosophy
Establishes and retains relationships with members and potential members by providing trusted advice in every lending and member service experience
Consistently and effectively provides efficient processing and funding for all phases of loan activities
Demonstrates increased member awareness usage of alternative and convenient service delivery channels
Supports relationship center needs through efficient processes
Actively seeks solutions to issues related to member and staff expectations.
Participates in the future of the credit union by offering constructive suggestions that may attract new members and/or enhance product penetration.
Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.
Provides informed, prompt, professional and accurate communication, service and support to all members and internal owners.
Maintains knowledge of responsibilities and functions of the departments within the credit union.
Obtains, maintains, and applies a thorough working knowledge of credit union history and lending philosophy, regulations, and policies and procedures of the credit union as well as all other credit union products, services and delivery channels.
Must have a thorough understanding of the credit union’s consumer loan documents, processes, procedures and regulations.
Continually identifies and participates in educational programs such as Cornerstone online training resources, schools and/or conferences to develop greater knowledge and expertise in member service.
Takes initiative for personal career development and seeks opportunities to learn new skills.
All other duties as assigned