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