Floating Member Relationship Representative at CFCU Community Credit Union in Cortland, New York

Job Description:

CFCU Community Credit Union (CFCU) is in search of an experienced Member Relationship Representative.  This individual will develop and deepen relationships with new and existing members by consistently providing exemplary service. This individual will also provide branch support by working at various CFCU branches as assigned by supervisor.

Responsibilities:

• Assist members and potential members with their financial needs by promoting CFCU deposit products and services.
• Travel to various branches to provide coverage as needed and assigned by supervisor.
• Fill in on the teller line as needed.
• Identify cross-sell opportunities and cross-sell CFCU deposit and lending products and services to our members through various means of communication (in person, telephone, email). Make qualified referrals to Wealth Management, Mortgage and Business Lending as appropriate.
• Identify and act on opportunities to educate the member on products and services that can improve their financial position.
• Achieve or exceed sales goals as assigned.
• Performs other related duties as assigned.

Desired Skills and Experience:

• Flexibility and ability to adapt to various work environments.
• Maintain flexibility and adaptability with covering shifts at various branches.
• Ability to travel to different CFCU locations as needed.
  
• Strong verbal and written communication skills.  Courtesy, tact, and diplomacy are essential elements of the job.
  
• Ability to work independently as well as successfully in a team environment.
• Working knowledge of regulations relating to all Credit Union products and services (Reg E, Reg CC, Reg D, Reg DD).
• Ability to use windows software, computer keyboard and mouse, email, ShoreTel phone system, calculator, scanner, fax and copy machine.

Equal Employment Opportunity:

Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. CFCU provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.