Member Relationship Advisor - Leisure

Member Relationship Advisor - Leisure World

Signal Financial is a progressive and growing Credit Union with over 18,000 members and more than $377+ million in assets. We are committed to building a new way of banking for our current and future members in the Washington Metro area. Our goal is to be a progressive multi-billion-dollar financial institution by re-inventing the way we operate, particularly when it comes to enhancing the membership experience.

We aim to do this by being innovative, creative and nimble in offering distinctive products and services.

The Branch Manager will be responsible for leading a dynamic team of financial services professionals to deliver the distinctive Signal member experience, as well as business development in a medium-sized credit union facility with tremendous growth opportunity. In addition, this position provides oversight of the branch operational, service, employee development, member relationship management, and financial growth expectations.

• Leads, develops, motivates, hires and manages performance of branch personnel; ensures internal safeguarding control procedures for all branch personnel and positions; administers performance evaluations and recommends appropriate personnel actions
• Leads branch routines necessary to acquire, retain, and deepen member relationships. Routines to include: daily huddles, monthly employee 1 on 1's, outbound calling campaigns, new member onboarding, relationship product bundling, and cross-selling Signal's products and services to existing members
• Manages a portfolio of Select Employer Groups (SEG's), with an emphasis of enrolling all existing and new employees as members of the credit union
• Participates in local organizations, marketing Signal's brand, value proposition, and commitment to the local community
• Maintains communications with main office; prepares and submits standard reports; attends scheduled management meetings
• Monitors all branch activities to ensure they are in compliance with established credit union policies and procedures

• High School diploma or equivalent required. College degree preferred
• Two to five years of similar or related experience, with proven leadership, business development, client relationship management, and organizational skills are required
• Prior experience in a banking or financial services company required. Credit union experience is preferred
• Excellent interpersonal engagement, leadership, and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both members and employees required.
• Work involves motivating or influencing others.
• Fostering sound relationships with other entities (companies and/or individuals).
• Strong accuracy and detail orientation skills required.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) required
• Prior experience with Fiserv and/or Symitar preferred

The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.

We are proud to be an Equal Employment Opportunity (EEO). Signal Financial Federal Credit Union does not discriminate against any applicant or employee based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by federal, state, or local laws.