Relationship Banking Specialist III
Company: Cornerstone Community Financial Credit Union
Location: Toledo
Posted on: May 28, 2023
Job Description:
Position Description:
The Relationship Banking Specialist III will support CCF by
developing and nurturing relationships with our membership. This
advanced banker is well versed in all banking and lending products
and will utilize that knowledge to promote, educate, and cross-sell
products and services to meet the current and future financial
needs of our members. Offers appropriate products/services to
deepen member relationships with CCF in accordance with CCF's goals
and growth targets. Serves as a professional representative of the
credit union through all member interactions and ensures each
member receives outstanding member service by performing within
CCF's vision, mission, goals, and living our service promises
through inbound calls, outbound calls, email, and in-person
interactions.
What You'll Do in This Role:
- Enhance the financial lives of our members by identifying and
assisting members to achieve their short and long-term financial
needs and goals, through active listening and confidently
recommending appropriate products and services utilizing a
consultative, relationship-building sales approach including, but
not limited to facilitating the HELOC, mortgage lending, and IRA
processes, opening and maintaining accounts (both consumer and
business), processing consumer loan applications, Credit Insurance,
GAP, and MBP and other duties as assigned to deepen the member
relationship with CCF.
- Document member interviews in CCF's core system
accurately.
- Ensure each member receives outstanding, courteous friendly
service which exceeds their expectations, while working within
Performance and Standards of Excellence guidelines and living the
Cornerstone Service Promises.
- Process transactions, updates account information, and
documents member interviews in our core system promptly,
efficiently, and accurately with close attention to detail.
- Research member issues and situations and collaborates with
internal departments, as necessary, to resolve concerns.
- Foster cooperation, teamwork, and frequent communication with
the Centralized Lending and Loan Processing staff to ensure
seamless service for our membership. Follows-up through the loan
closing process.
- Perform department related support duties, to include, but not
limited to scanning, faxes, and working daily reports.
- Effectively comply with all company policies and procedures,
applicable laws and regulations, including but not limited to, the
Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets
Control.
What You'll Bring To CCF:
- Two to Five years of similar or related experience in a bank or
credit union (opening accounts & taking loan applications)
- Minimum 2 years of experience in a sales position
- A high school degree or GED is required.
- Proficiency with the Microsoft suite of products including Word
and Outlook.
- Familiarity with mortgage and equity products and IRA's
- Ability to perform basic mathematical calculations including
addition, subtraction, division, multiplication, rates, and
percentages.
- Strong attention to detail.
- Demonstrated strong customer service skills that include proven
ability to handle difficult member interactions.
- Strong communication skills must be demonstrated through oral
and written means.
- Ability to be bonded.
- Ability to obtain and MLO registered status on the Federal
Registry.
- Ability to obtain and maintain notary designation.
What You'll Get Working At CCF:
- Working with an energetic team focused on making our members
financially successful!
- An opportunity to work with others that have your back every
step of the way!
- An opportunity to grow your career and do amazing things!
- Opportunities to make a difference both inside and outside of
our walls!
- Being treated like you are more than the work you do!
EOE
This position is eligible for a $1,000 hiring bonus!
You will receive $500 after your first 90 days and $500 after your
first 6 months!
M-TH 8:45am to 5:15pm; Friday 8:45AM to 6:15PM; Rotating Saturdays
8:45am to 12:15pm
Keywords: Cornerstone Community Financial Credit Union, Toledo , Relationship Banking Specialist III, Accounting, Auditing , Toledo, Ohio
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