Career Opportunities

Job Details

Requisition Number 18-0278
Post Date 1/11/2019
Title Relationship Manager - Avalon Park
Branch / Department Avalon Park
City Avalon Park
State FL
Description

We are currently seeking a Relationship Manager for our Avalon Park branch.

The Relationship Manager coordinates, trains and manages branch sales functions in conjunction with the Branch Manager, including strategic planning and supervision and training for all crewmembers. Responsible for all branch sales activities to achieve goals. Provides member contact in receiving and processing member transactions, loans and communicates information about credit union products, services, policy and procedure to ensure efficient and effective member service delivery.

Essential Duties and Responsibilities:

  • Utilizes management skills to foster a coaching environment within the branch to ensure overall service, lending, membership, and services per household expectations are met
  • Serves as a loan officer and/or interviewer to provide loan services to members. Processes loan applications and disburses loan proceeds to members. Opens accounts for new members and offers products and services to both new and existing members.
  • Utilizes and trains crew in cross-selling tactics and relationship building strategies to offer credit union products and services to new and existing members
  • Communicates with members to provide account and service information and assists members in resolving account differences
  • Assists in strategic planning for the branch including Business Loan strategies
  • Serves as custodian of credit union assets and performs periodic internal control procedures
  • Assists Member Service Representatives in daily balancing when required. Oversees functional areas of the branch and assists in staffing, hiring, scheduling and performance evaluations.

Education and/or Experience:

Associates Degree or equivalent; or one to two years’ related experience and/or training; or equivalent combination of education and experience.

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