Relationship Officer III/IV (Lincoln) bei SAFE Credit Union
SAFE Credit Union · Lincoln, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Lincoln
- Professional Development Opportunities: Offering training programs, workshops, and mentorship.
- Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
- Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
- Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
- Career Growth: Clear paths for career advancement and internal promotions.
- Work-Life Balance: Encouraging a healthy balance between professional and personal life.
- Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
- Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
- Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
- Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
- Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.
- Create positive internal experiences with staff and collaborate with team members to achieve department and organizational goals.
- Maintain focus on retaining and building member relationships by providing personalized member experiences and ensure our members needs are met during each interaction.
- Accurately process member transaction requests and respond to member questions and inquiries.
- Proactively address member concerns and complaints, striving to resolve issues in a positive manner.
- Exercise effective cash handling skills and maintain an individual cash drawer.
- Demonstrate strong knowledge of core products and loan solutions a wide range of financial solutions to provide personalized recommendations that meet the needs of each member.
- Educate members on self-service and digital solutions at each opportunity, ensuring they understand and utilize the available technology for their financial management.
- Identify opportunities to retain members by proactively offering solutions that address barriers or concerns for their account and/or relationship and recommend additional services where appropriate.
- Educate members and potential members on the benefits of a SAFE membership and identify opportunities to grow membership by actively engaging in conversations that highlight the value of our products, services, and financial solutions.
- Utilize sales and referral skills to effectively cross sell products and services based on the members' financial needs and goals.
- Achieve personal sales, operational and service performance goals.
- Assist in achievement of overall branch sales, service, and operational goals.
- Actively participate in branch’s daily operational activities.
- Oversee and execute the opening and closing duties of branch offices, including additional before-hours and after-hours operational tasks.
- Maintain an ongoing awareness of developments and changes in policies, procedures, products, and services.
- Establish new accounts and member relationships.
- Demonstrate relationship building skills uncovering member needs to evaluate and offer best solutions.
- Assist members with account maintenance, processing wires, submitting transactional disputes, lobby management and online/mobile banking solutions.
- Process loan applications, perform loan maintenance for consumer vehicle loans, personal loans and credit cards while supporting member inquiries related to all loan types.
- Serve as a subject matter expert being Digitally Certified. Demonstrate proficiency in promoting, using, and educating members on digital, self-service options, troubleshooting digital tools, and with the potential opportunity to certify others.
- Support other branch locations as needed by branch leadership.
- Analyze member finances and credit data, as well as other relevant financial information, to evaluate and offer the best solutions.
- Demonstrate knowledge of advanced deposit, account and lending solutions, as well as financial education tools, to help members achieve their financial goals.
- Assist with safe deposit access, maintenance, new box opening and box closing.
- Assist with the development of fellow to enhance their skills and knowledge.
- Provide transaction approval within authority while assisting staff with transactions.
- Assist staff in addressing member friction and error resolutions by offering solutions or products to enhance the member experience.
- Obtain a Notary certification and Signature Guarantee certification as needed to support branch requirements.
- Proactively engage with members in the lobby, greeting them at the door to assess their needs, and provide tailored, solution-oriented options to drive member convenience and enhance the overall experience.
- Assist in branch operational review to ensure compliance and operational soundness.
- Assist with other duties, as assigned.
- Excellent communication skills (verbal, written, listening skills, and empathy).
- Expert ability to build relationships with leaders, business partners, and stakeholders.
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
- The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision.
- The noise level in the work environment is usually moderate.