Member Relationship Specialist Resume Samples
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Member Relationship Specialist Resume Samples
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KH
K Heidenreich
Kade
Heidenreich
55850 Alivia Mountain
Los Angeles
CA
+1 (555) 493 0331
55850 Alivia Mountain
Los Angeles
CA
Phone
p
+1 (555) 493 0331
Experience
Experience
Detroit, MI
PC-member Relationship Specialist Supervisor
Detroit, MI
Morissette, Johnston and Abernathy
Detroit, MI
PC-member Relationship Specialist Supervisor
- Teach or participate in the planning and delivery of VyStar Excellence and other training should incumbent be called upon to do so
- Evaluates staff by conducting side-by-side observations and Book of Business Reviews.
- Reviews and approves electronic time cards for staff
- Focus Focus your full attention by carefully listening to and observing client or member
- Creates reports for monitoring and tracking service levels, member service volume and the performance of team members for incentive, evaluation and development purposes
- Conducts meetings on a daily and weekly basis to ensure staff is informed of new information and to review member service reports in relation to individual and branch performance
- Handles member problems or complaints and refers exceptional problems or situations requiring deviation from established policies and procedures to the Branch Vice President
Phoenix, AZ
Db-member Relationship Specialist Supervisor
Phoenix, AZ
Tremblay, Windler and Kub
Phoenix, AZ
Db-member Relationship Specialist Supervisor
- Involved in civic and community activities to promote goodwill and develop new business relationships, as the market dictates
- Prepares and administers end of probation and annual performance appraisals
- Prepares and administers disciplinary write-ups as necessary
- Schedules staff, monitors adherence to schedule and punctuality
- Reviews new accounts opened to ensure accuracy and to determine that polices and procedures are being followed
- Establishes and delivers “action” or development plans for improvement and continued success for the staff. Monitors progress and holds follow-up meetings to discuss. Takes additional action as necessary
- Processes loan applications for home equity loans, prepares related disclosures for the member(s) to sign and handles the closing of these loans
present
Dallas, TX
Nct-member Relationship Specialist Supervisor
Dallas, TX
Botsford Group
present
Dallas, TX
Nct-member Relationship Specialist Supervisor
present
- Monitors daily performances of subordinates providing technical assistance by answering questions regarding VyStar services, policies and procedures
- Works to resolve employee complaints and improve performance deficiencies
- Provides support and assistance to staff with unusual member problems or issues
- Trains, monitors, coaches and develops staff on a daily basis. Provides on-going training for all staff as changes are implemented
- Monitors the workplace environment for personnel problems and situations that could warrant advising management of impending problems or difficulties
- Communicates with employees to motivate and educate them to enhance their performance
- Incumbents are expected to spend approximately 50% of their time coaching and developing staff
Education
Education
Bachelor’s Degree
Bachelor’s Degree
University of South Florida
Bachelor’s Degree
Read our complete resume writing guides
1
Credit Union Member Relationship Specialist Resume Examples & Samples
- Develop member relationships by providing high-quality service to each member/non-member in an effort to identify their respective financial needs and assist them with the selection of appropriate products and services
- Support the achievement of the department’s sales goals by recommending appropriate products and services
- Ensure compliance with all applicable laws, regulatory requirements and procedures as they relate to assigned products and services or the lending process
- May act as a backup Member Relationship Specialists at other USC CU locations/branches
2
Oc-member Relationship Specialist Resume Examples & Samples
- Must be comfortable with Business Development and networking
- Use credit scoring, sound lending practices and judgment to make lending recommendations or decisions for the betterment of the member and the institution
- May act as a backup Member Relationship Specialists at other USC CU locations/branches located in the Los Angeles area
3
Credit Union Member Relationship Specialist Resume Examples & Samples
- Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals,, loan payments, new account application, , lending applications, and all related documentation
- Have a minimum of one year experience in financial institution sales and service with a proven track record of meeting production and sales goals
- Be flexible with scheduling that may include occasional Saturday hours and weekday afternoon/evening hours
4
Oc-member Relationship Specialist Resume Examples & Samples
- Possess a Bachelor’s degree
- Be knowledgeable in Bank Secrecy Act, OFAC, US Patriot Act, Regulation CC and funds availability, GLB and Member Financial Privacy, NCUSIF, and Truth in Savings
- Possess a high sense of urgency, attention to detail, initiative and integrity
- Have exceptional interpersonal, customer service and communication skills
- Pass a pre-employment background and credit check
5
Member Relationship Specialist Resume Examples & Samples
- Consistently meeting established performance standards, service standards and sales goals
- Developing and deepening member relationships by providing high-quality consultative service that identifies member needs and matches those needs with value-added USCCU products and services
- Processing member transactions efficiently, accurately, and in a timely manner. Includes deposits and withdrawals, loan payments, new account application, lending applications, and all related documentation
- Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions
- Have a minimum of two years’ experience in financial institution sales and service with a proven track record of meeting production and sales goals
6
Orb-member Relationship Specialist Resume Examples & Samples
- Performs account maintenance, which includes but is not limited to: changes to members personal information such as address and telephone numbers, name changes due to marriage, divorce, etc., adding and removing joint members, check ordering and issuing temporary checks, setting up Magic*Touch and assists with Internet Banking enrollment. Performs ACH and check stop payments. Sets up automatic transfers and cancels or changes them as requested
- FocusFocus your full attention by carefully listening to and observing your client or member
- CounselRecommend solutions based on your client’s or member’s needs and objectives
7
Pa-member Relationship Specialist Resume Examples & Samples
- Processes loan applications for Credit Cards, lines of credit and signature loans for debt consolidation or other reasons. Processes auto loans including VIPs, refinances and individual sales. Also processes applications for share and certificate secured loans
- Handles closings for home equity and second mortgage loans
- Assists members with closing loans already approved (loan pick-ups). This includes reviewing the application with the member to ensure information is accurate, obtaining pending items and updating the Appro System with the requested information prior to sending the loan to the disbursement queue. The incumbent must also have a complete understanding and familiarity with closing documents for the various types of loans to review with the member prior to obtaining the member’s signature
- Resolves member problems independently. Escalates more complex problems or situations to a higher authority for appropriate resolution
- Refunds fees within authority granted
- Incumbents are expected to consistently perform at a MRS III level
8
Pv-member Relationship Specialist Resume Examples & Samples
- Exercises authority to appeal loan decisions on applications they have processed
- Provides notary service to members. Incumbents are expected to become a notary, which requires completion of an online course and application with the State of Florida
- Opens, closes and balances a cash drawer on a daily basis as required by the branch. Ensures that checks deposited and official checks issued balance daily. Scans documents as required
- Must possess and utilize excellent verbal and written communications skills
9
Jb-member Relationship Specialist Resume Examples & Samples
- Processes loan applications for Credit Cards, lines of credit, and signature loans for debt consolidation or other reasons. Processes applications for auto loans including VIPs, refinances, individual sales and less complicated loans for luxury items such as motorcycles and small boats. Also processes applications for share and certificate secured loans. Has a good understanding of credit reports and VyStar’s loanliner agreement for discussion with members. Effectively cross-sells all loan products
- Performs loan maintenance as necessary
- Purchases, renews and redeems certificates of deposit. Performs certificate maintenance as required and rate increases for step-up certificates. Must understand and be able to discuss Truth in Savings disclosure information and provide regulatory disclosures to the members. Incumbents must also be able to inform members of the various terms available and assist in helping them decide which term is best for them
- Acts as Branch Receptionist as assigned
- Focus Focus your full attention by carefully listening to and observing client or member
10
Ar-member Relationship Specialist Resume Examples & Samples
- Purchases, renews and redeems certificates of deposit. Performs certificate maintenance as required and rate increases for step-up certificates. Must understand and be able to discuss Truth in Savings disclosure information and provide regulatory disclosures to the members
- Orders plastics such as ATM, VISA Check Cards and replacement credit cards. Also, orders pin numbers for plastics and performs pin changes as requested
- Opens and closes safe deposit boxes for members. Escorts members to their safe deposit box for entry. Strict adherence to safe deposit box procedures is imperative and expected
- Incumbent must have an outgoing personality and the desire to help people
11
Dt-member Relationship Specialist Supervisor Resume Examples & Samples
- Ensures staff is delivering a consistent high level of quality member service. Maintains excellent service levels by inspiring a “sense of urgency” and effectively scheduling
- Conducts meetings on a daily and weekly basis to ensure staff is informed of new information and to review member service reports in relation to individual and branch performance
- Communicates with employees to motivate and educate them to enhance their performance
- Prepares and administers disciplinary write-ups as necessary
- Works to resolve employee complaints and improve performance deficiencies
- Must possess strong teaching and mentoring skills and a commitment to quality service. Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs
12
Fb-member Relationship Specialist Supervisor Resume Examples & Samples
- Prepares and administers end of probation and annual performance appraisals
- Monitors the workplace environment for personnel problems and situations that could warrant advising management of impending problems or difficulties
- Provides support and assistance to staff with unusual member problems or issues
- Involved in civic and community activities to promote goodwill and develop new business relationships, as the market dictates
- Understand Listen empathetically and ask questions (70%/30% rule)
13
Nsa-member Relationship Specialist Supervisor Resume Examples & Samples
- Effectively cross-sells products and services offered by VyStar Credit Union and VyStar Financial Group
- Teaches cross-selling techniques on a daily basis as well as tips on how to recognize opportunities to cross-sell. Monitors the cross-selling techniques and performance of staff daily and recommends areas for improvement, as necessary
- ConnectConsistently be friendly and approachable. Demonstrate you care
14
PC-member Relationship Specialist Supervisor Resume Examples & Samples
- Interviews members for advance requests as necessary. Gathers information that is used to determine the member’s credit worthiness and ability to repay, verifies income and employment data and completes required system entries for system review and/or review by the Lending Services department, so a decision can be made on the request. Completes required loan documentation as necessary
- Processes loan applications for home equity loans, prepares related disclosures for the member(s) to sign and handles the closing of these loans
- Responds to branch alarm calls after hours
- In their absence, acts as Branch Vice President when necessary
- The employee must meet and maintain all the requirements as a registered mortgage loan originator employed by a Federally regulated Institution with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee must comply with all provisions of the Act as defined in the Secure and Fair Enforcement of Mortgage Licensing Act of 2008 (S.A.F.E. Act) and credit union S.A.F.E. Act Procedures
15
Db-member Relationship Specialist Supervisor Resume Examples & Samples
- Gathers information that is used to determine the member’s credit worthiness and ability to repay, verifies income and employment data and completes required system entries for system review and/or review by the Lending Services department, so a decision can be made on the request. Completes required loan documentation as necessary
- Processes loan applications for first mortgages and assists members with choosing the product that best fits their needs
- Establishes and delivers “action” or development plans for improvement and continued success for the staff. Monitors progress and holds follow-up meetings to discuss. Takes additional action as necessary
- Handles member problems or complaints and refers exceptional problems or situations requiring deviation from established policies and procedures to the Branch Vice President
- Teach or participate in the planning and delivery of VyStar Excellence and other training should incumbent be called upon to do so
- Assist Branch Vice President as needed with the interview process for potential new hires. Including, but not limited to, creating and managing requisitions, reviewing resumes, making selection recommendations to the Branch Vice President and assisting with conducting interviews
- FocusFocus your full attention by carefully listening to and observing your member
- CounselRecommend solutions based on your member’s needs and objectives
16
Nct-member Relationship Specialist Resume Examples & Samples
- Must possess and utilize excellent listening skills
- Must possess strong critical thinking and decision making abilities
- 5 - Administrative Support Workers (EEO-1 Job Categories United States of America)
17
Nct-member Relationship Specialist Supervisor Resume Examples & Samples
- Incumbents are expected to spend approximately 50% of their time coaching and developing staff
- Creates reports for monitoring and tracking service levels, member service volume and the performance of team members for incentive, evaluation and development purposes
- Reviews new accounts opened to ensure accuracy and to determine that polices and procedures are being followed
- Participates in the Supervisor Forum to recommend changes and updates to various procedures and processes to improve efficiency and strengthen the effective delivery of services. As the situation dictates, may join a “process team” to execute enhancements
- A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required
18
Ba-member Relationship Specialist Resume Examples & Samples
- Has a thorough understanding of credit reports and VyStar’s loan plan agreement for discussion with members. Effectively cross-sells all loan products
- Originates first mortgage loans using mortgage origination software for processing applications and obtaining approvals. This involves explaining the various first mortgage products offered by VyStar to assist members in choosing the product that best fits their needs
- Processes fraud and forgery claims and card disputes
19
Mu-member Relationship Specialist Resume Examples & Samples
- Assists members with closing loans already approved (loan pick-ups). This includes reviewing the application with the member to ensure information is accurate, obtaining pending items and updating the Appro System with the requested information prior to sending the loan to the disbursement queue. The incumbent must be familiar with closing documents for the various types of loans to review with the member prior to obtaining the member’s signature
- Opens Business Accounts and assists members with all business services with the exception of business loans. Refers business loan prospects to the Business Services Department
- Assists members with setting up, changing or discontinuing direct deposit
20
Chp-member Relationship Specialist Resume Examples & Samples
- Supports VyStar’s mission to become the primary financial institution of our members by providing service in an expeditious and courteous manner. Understands that educating our members and informing them of the products and services we have to offer is the highest level of service we can provide and the key to accomplishing our mission and goals. Strives to meet individual goals by effectively cross selling products and services
- Redeems savings bonds, documents wire transfers and issues cash advances as requested. May assist in the Teller Department, as required
- UnderstandListen empathetically and ask questions. (70%/30%)
21
Rc-member Relationship Specialist Resume Examples & Samples
- Processes loans for all types of luxury items. Particularly more complicated loans for luxury items such as loans for large boats and recreational vehicles
- Processes loan applications for home equity lines of credit and second mortgage loans, which includes preparing regulatory disclosures for the members to sign
- Opens business accounts and assists members with certain business loan products. Refers prospects for more complex business loans to the Business Services Department, including real estate products
- Successful completion of RS III certification or its equivalent is required
- Ability to process financial transactions
22
Ri-member Relationship Specialist Supervisor Resume Examples & Samples
- Counsels members on financial matters, i.e., loans, investments and services to enhance full use of credit union services. Interviews members as deemed appropriate
- Consistently monitors and reviews loans currently being processed or in pending status to ensure proper compliance in all areas of lending and to ensure loans are acted on or disbursed in a timely manner
- Reviews and approves electronic time cards for staff
- Monitors daily performances of subordinates providing technical assistance by answering questions regarding VyStar services, policies and procedures
- Delegates specific duties to staff as required
- A minimum of two years in a leadership or supervisory position is preferred
23
Nsa-universal Member Relationship Specialist Resume Examples & Samples
- Processes various types of loan applications, including but not limited to, Auto VIPs, Credit Cards and lines of credit in the Appro System. Has a basic understanding of credit reports and VyStar’s loan agreement for discussion with members. Effectively cross-sells more complex loan products, which may be referred to more experienced member service staff. Also processes applications for share and certificate covered loans
- Redeems savings bonds, documents wire transfers and issues cash advances as requested
- Provides notary service to members. Incumbents are expected to become a notary upon successful completion of the probationary period, which requires completion of an online course and application with the State of Florida
- Assists the Member Relationship Specialist Supervisor with duties and special projects as assigned
- One to Two years prior experience in cash handling and public contact is preferred. Teller experience with a financial institution is preferred
24
Rc-member Relationship Specialist Supervisor Resume Examples & Samples
- Trains, monitors, coaches and develops staff on a daily basis. Provides on-going training for all staff as changes are implemented
- Evaluates staff by conducting side-by-side observations and Book of Business Reviews
- Schedules staff, monitors adherence to schedule and punctuality
- Regularly responsible for opening and/or closing branch
- A minimum of three years experience with a financial institution in a position of loan or financial interviewing, credit investigation, credit decision making and direct member/customer service contact is preferred
- Knowledge of Microsoft Word and Excel are required
