Relationship Development Officer

Description:

Join our team! Frontier Credit Union is seeking a dynamic individual to work in the Boise/Meridian market. You will work closely with our amazing branch teams!

Position Overview:

Responsible for effectively selling the credit union’s depository products to prospective consumer and business members working in an outside sales capacity. Generates new leads via consistent outreach in person, by phone, and community involvement, among other means. Prepares sales presentations, explains services offered, and recommends services which would benefit perspective members. Identifies opportunities to cross-sell other products and services. Ensures deposit and new account goals are achieved.

Essential Functions:

• Perform sales of new consumer and business deposits by garnering new accounts.
• Responsible for generating own leads in designated communities.
• Effectively works independently and with branches and departments to provide best of class product offering.
• Cultivate leads specific to developing new account and deposit opportunities for the Credit Union specifically targeting businesses, schools, and municipalities among other opportunities.
• Act as subject matter expert (SME) in offering, selling, and servicing the following: Business and consumer checking, savings, money market accounts; Remote deposit capture; ACH origination; Account analysis; Positive pay; Payroll services; Merchant services; Payroll ACH services; Consumer initiated payments.
• Demonstrate superior strategic sales knowledge and maintain a high level of account product knowledge and a track record of being highly innovative and motivated.
• Remain current and knowledgeable of all aspects of local, state, and federal regulations that affect the credit union.
• Work with other member facing departments within the Credit Union to train on account product and service offerings, how to recognize needs.
• Collaborate with other departments and team members on the preparation and presentation of Proposals and Request for Financial Proposals (RFP’s).
• Review and analyze current and potential banking relationships and recommend appropriate products and services.
• Actively participate in community organizations and events that will generate awareness of Frontier CU and deposit product offerings and create leads for prospective new memberships.
• Develop new commercial/business core relationships for the credit union. Promoting the products and services the credit union has to offer.
• Provide exceptional internal and external member service.
• Understand, apply, and comply with all Credit Union Policies and Procedures, State and Federal laws and regulations, and adheres to requirements set forth by the Bank Secrecy Act (BSA).
• Complete other assigned duties commensurate with position.

Requirements:

Qualifications/Skills:

• High school diploma or equivalent plus at least 2 years of financial industry experience or product sales.
• Demonstrated success in product sales including goal achievement
• Excellent communication and public relations skills and strong attention to detail
• Must have a valid driver’s license
• Professional appearance, dress, and attitude
• Able to coordinate and cooperate well with others
• Operate a computer with proficiency of MS Office, Excellent knowledge of report software and processes
• Communicate with courtesy, tact, and diplomacy in person and over the phone
• Perform job functions independently with limited supervision, work effectively on own and as part of team
• Ability to read and carry out various written instructions and follow verbal directions
• Must remain composed in stressful, high-pressure situations. Calmly and professionally handle different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service
• Demonstrate extreme accuracy and quality, effectively handle multiple tasks and changing priorities, and exercise highest level of discretion on both internal and external matters
• Reports to work regularly; maintains reliable and timely attendance. Available to work the days and hours as dictated by business needs including some mornings or evenings outside of standard business hours
• Occasional out of town travel and overnight stays may be required

Physical Requirements:

Position requires self-transportation, speaking and demonstrating to others; occasional lifting of up to 30 lbs. Operate routine office equipment including computer terminals, keyboards, telephones, copiers, and calculators. Work on computer for up to 8 hours per day at times. Some locations may require ability to climb or descend stairs with minimal assistance in emergency situations.