Member Relationship Specialist

Job Description

Job Description

About BrightStar Credit Union , we are committed to creating a diverse work environment where everyone has an opportunity to succeed and feel a sense of belonging.

We are dedicated to empowering the careers of our employees and helping them reach their full potential. Our work environment is fun, fast-paced, and service-oriented.

We offer a collaborative and engaging atmosphere.

What we offer :

• Medical, Dental, and Vision
• 401K Plan with Matching
• Tuition Reimbursement Program
• Supplemental Benefits
• Engagement Area
• Wellness Studio & Gym
• Company Paid Life Insurance
• Health Savings Account with Company Contributions

The position’s primary purpose is building relationships with members to help them save, borrow, and assist with teller transactions.

As a Member Relationship Specialist, you will introduce members to alternative and innovative ways of banking.

Essential Functions & Responsibilities

Provide members with a personalized rewarding experience by executing various defined member engagement strategies through the knowledge and use of sales skills measured by member experience surveys.

Confidently build relationships with members by understanding their financial life priorities and connecting them to our solutions that meet their financial goals.

Assist with the month-end closing process, including variance analysis, posting monthly entries, and maintaining the month-end checklist.

• Process appropriate percentage of teller transactions for the branch as defined by branch management, with a high degree of accuracy within the limits of the over / short policy.
• Process an appropriate percentage of new accounts and account maintenance as defined by branch management with a high degree of Quality Assurance accuracy within the limits of credit union policy.

Use sales skills to uncover Member needs and provide credit union deposit and loan solutions.

• Dependability Accomplishes workload responsibilities promptly without prompting. Takes the initiative to manage and communicate absence and leave appropriately.
• Meet or exceed ancillary product sales referral goals.
• Attitude Demonstrates positive attitude and behavior in support of organizational goals and management. Demonstrates professionalism, an optimistic and team-oriented approach to work, and the highest integrity.

Maintains a professional business image and utilizes effective communication skills when representing BrightStar Credit Union.

• Complies with Credit Union policies and procedures (including BSA / US Patriot Act, OFAC, security policy, and confidentiality policy), government regulations, and other policies and procedures related to the position.
• Attend required training as directed by management. Proactively seek knowledge of the features and benefits of all credit union products and services.
• At times, this position may require support and assistance in other branch locations based on business need.

Minimum Expectations of Knowledge and Skills :

Experience - One year to three years of similar or related experience.

Education - A high school education or GED.

Interpersonal Skills- Should be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the member's best interest.

Displays passion, commitment, and drive to deliver an experience that improves our members’ financial lives. Work involves personal contact with others inside and outside the organization for first-level conflict resolution and building relationships.

Discussions involve more confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills- Must participate in the Saturday rotation schedule. Able to operate a 10-key calculator and computer keyboard.

Compliance :

Employees must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures.

Specific functions with B.S.C.U. will consider the awareness of unusual or suspicious activity relevant to the department.

In addition to any other assigned training courses, online B.S.A. and O.F.A.C. courses must be completed at least annually, as made available by the Training and Compliance Department.

Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C.

Fair Lending, and Credit Card Act.

Physical Requirements :

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.

Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this Job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear.

The employee is frequently required to walk and reach with hands and arms. The employee must occasionally stand, stoop, kneel, or crouch.

The employee may occasionally lift and move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

Work Environment :

The work environment characteristics described here represent those an employee encounters while performing this job's essential functions.

Reasonable accommodations may enable individuals with disabilities to perform essential functions.

BrightStar Credit Union is an Equal Opportunity Employer and a Drug-Free Workplace.