Senior Member Relationship Officer


The Senior Member Relationship Officer will ensure members needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services that fulfills the member s immediate and future financial goals. The Senior Member Relationship Officer will generate leads, build new and maintain existing member relationships, resulting in a great member experience. The Senior Member Relationship Officer is responsible for supervising, motivating, and developing all Community Financial Center employees in conjunction with the manager to achieve the credit union s philosophy, strategic plan, and goals.


Leads the entire team to perform in the absence of the Manager Community Financial Center Performs as the primary lead on the platform; to coach, manage and motivate the Member Relationship Officer s to exceed sales goals and deliver an exceptional member experience Identifies, recommend, and sell appropriate GTE Financial products and services to create fully engaged financial relationships in accordance with the business strategy Schedules time on the sales floor leading from the lobby, by greeting members, directing them to the appropriate areas of the Community Financial Center and ensuring that the member s needs are met Works with team to develop an acquisition strategy for new memberships and retention strategy for existing member accounts Processes member financial transactions; originate, process, and close all loans Demonstrates sound judgment in loan origination by providing clear and detailed recommendations in accordance with underwriting guidelines while maintaining quality standards Gathers information, analyze facts and educate members on appropriate products/services to provide one point resolution to satisfy their needs Identifies risk for credit union losses through observations of transactions involving potential fraudulent activity Works with internal business partners to promote organizational strategies Works in conjunction with the respective Community Development Officers to develop and strengthen relationships with community partners Observes Credit Union guidelines, policies, and procedures in order to adhere to compliance regulations, and security standards Ensures the completion of regulatory compliance and training specific to sales and service responsibilities for staff Serves as a team leader in the Community Financial Center by supporting and assisting team members in order to provide quality member service at all times Monitors and track Community Financial Center service quality levels using available dashboard reports (Net Promoter Score) Exhibits a desire for continuous education to ensure personal growth and achievement to better serve our members Sets example of professional behavior in keeping with credit union value statement Serves as a resource and point of contact when handling escalated issues reported by the team or members Tracks and report weekly production outcomes on all products, services, and referral categories Participates in meetings, conference calls and events in absence of the Community Financial Center Manager Ensures the audit/compliance procedures of the Community Financial Center are followed, while maintaining the highest level of service to our members Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U. S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Other Job Functions:

Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects Perform additional duties as assigned Abides by all policies, procedures, and protocols set forth in the departmental, GTE Financial employee, operational and administrative policy manuals

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. Job duties can change at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

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