Mission:

In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.

Culture Competencies: S.T.R.I.V.E

• Maintains our members’ and employees’ trust by safeguarding their financial data and information.
• Values and respects everyone’s abilities, opinions, and feedback to achieve trust, safety, and well-being in a friendly, welcoming, and cooperative environment. Actively devoted to our motto of "better together".
• Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.
• Generates new ideas, supports change, provides new efficient solutions, and solves problems creatively while balancing risk.

General Summary:

Under general supervision of the VP of Retail, and in compliance with the credit union policies and procedures, develops and maintains relationships with member business ("MB") account holders and select employee groups ("SEGs"); identifies opportunities and initiates activities to increase membership and the use of Credit Union and MB services within each group; and serves as a role model to all team members for member service excellence, professional sales skills, and all Credit Union standards.

Major Duties and Responsibilities:

• Represents the Credit Union in a courteous, engaging, professional manner and provides excellent member service to both members and internal teammates. Is efficient, results driven, and accurate. Comprehends the impact of behavior and performance on the credit union, the members, potential members, and teammates.
• Possesses the ability and confidence to educate members regarding Credit Union business and financial solutions to include personal products, services, policies, and procedures. As appropriate, advises businesses of regulations applicable to these policies and procedures.
• Basic Understand of SEG based credit union practices. Ability to pull various reports and review analytically to support increasing and enhancing memberships.
• Demonstrates basic relationship building skills to increase memberships for the organization.
• Supports the Membership Development Officer to build and maintain a network of liaisons for each SEG, continuously developing and creating network opportunities.
• Assist Member Develop Officer with completing sales calls, contacting members in-person, by phone, or through video conferencing, and setting up appointments.
• Identifies cross-sell opportunities and cross-sells services to member through in-person SEG sales sessions as well as by telephone, written correspondence, and external sales calls. Creating a strong network of referral contacts and influential connections within the community.
• Represents the Credit Union at selected SEG events with Member Development Officer, community or Credit Union related special events and programs.
• Provides feedback regarding SEGs concerning quality issues and product acceptance and elevates any critical concerns to the Membership Development Officer.
• Recommends solutions to problems, product enhancements and operational changes when applicable.
• Updates field of membership listings and maintains accurate records to reflect all new field of membership expansions and/or changes.
• Assists in the development of promotional strategies to meet business development and SEG goals.
• Works closely with VP of Retail, VP of Marketing, and retail managers in SEG relationship development opportunities.
• Works with other team members towards the attainment of branch/organizational goals, in addition to their assigned goals.
• Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to the Credit Union Bylaws, Bank Secrecy Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting.
• Perform other duties as required and assigned.

Experience and Skills:

Education: High school diploma or equivalent.

Experience: Three (3+) years of progressively responsible experience in financial institutions leading a similar function and requires a strong background in consumer personal relationship development at a credit union or banking institution.

Skills: Requires critical and strong analytical thinking, the ability to concentrate in a distracting environment and the ability to interpret complex data into actionable tasks that support the USSFCU objectives. Requires little supervision and works independently. The position requires the ability to work a very flexible schedule.

Communication: Excellent oral and written communication skills required. Must have superior people skills and be comfortable engaging with people from a wide variety of cultures and economic backgrounds.

Supervisory: None Required

Time in Service: None Required

Equal Opportunity Employer/Veterans/Disabled

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.
From: United States Senate Federal Credit Union