The Member Relationship Officer ensures members' needs are achieved by conducting thorough financial assessments and recommending appropriate products
Job Summary
The Member Relationship Officer ensures members' needs are achieved by conducting thorough financial assessments and recommending appropriate products.
Candidates must demonstrate proven success in prospecting, building a pipeline, and closing sales opportunities to drive continued growth.
The role requires strict adherence to audit/compliance procedures and regulatory laws including the Bank Secrecy Act and U.S. Patriot Act.
Matching Summary
The Member Relationship Officer ensures members' needs are achieved by conducting thorough financial assessments and recommending appropriate products.
Skills & Requirements
Must-have
Effective negotiation and sales skills
Proven success prospecting and pipeline building
Sound judgment on loan applications
Knowledge of Bank Secrecy Act and Patriot Act
Ability to identify fraudulent activity
Nice-to-have
Bilingual English/Spanish preferred
Desire for continuous education
Teamwork environment collaboration
Community partnership development
Key Requirements
High school diploma or equivalent required
1-2 years experience in financial industry
Qualify for NMLS registration according to Safe Act