The Relationship Manager I (RM I) consults with members to identify needs, refers appropriate products/solutions, and follows up on pending transactions. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Requirements
- 12 months experience in a similar position having prior loan experience and reaching service and performance goals
- Working knowledge of deposit/loan products (Trust, IRA, certificates, loans/Loans PQ – loans decisions system)
- Proven ability to garner business
- Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
- Member service and organizational skills
- Good interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
- Willingness to make a difference
- Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
- Personable and professional
- Good verbal and written communication skills in person and over the phone
Benefits
- Medical
- Dental
- Vision
- Life Insurance
- Flexible Spending Account
- 401(k) Matching
- Paid Time Off
- Training Provided
- Tuition Reimbursement