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Settlers best Credit Union, a division of Wings, is currently searching for a Relationship Banking Specialist II at our Appleton, WI location.
The Relationship Banking Specialist serves as a subject-matter-expert and is primarily responsible for providing superior service virtually and in-person while enthusiastically, accurately, and efficiently meeting the diverse needs of our members.
This position facilitates consumer loans, sells deposit accounts and electronic banking services, processes various digital and in-person account transactions, and maintains service delivery channels.
Responsibilities:
* Facilitates consumer lending application, underwriting, and approvals within signing authority limits.
* Establishes and expands member relationships by promoting and selling our full range of consumer and business depository accounts and services as permitted by SbCU policy and regulation.
* Serves as digital banking expert:
* establishes user access to various digital banking platforms.
* sells, and promotes the usage of digital banking products and services to prospective, new, and existing business and consumer members who virtually contact or visit the location.
* provides expert advice and ongoing member education and navigational support following adoption of digital banking products and services.
* Responds to member requests and provides required assistance which may include, but is not limited to, the following: enabling digital banking users, updating client personal information or account information/ access, facilitating foreign transactions, originating stop payments or wires, and performing research.
* Processes various digital and in-person account transactions.
* Employs subject-matter-expertise to provide seamless problem resolution for member technical and service issues, gathering necessary information and providing timely virtual or in-person updates through completion.
* Provides consistently superior member service, confidently engaging members using various communication channels to take ownership of the membership experience, surpass their expectations, and meet their needs.
* Identifies inter-departmental cross-sell opportunities and refers existing members and prospects to the appropriate department for follow up.
* Performs daily departmental tasks, account and system maintenance, and project-related assignments.
Qualifications:
* Minimum of 2 years of retail banking/credit union/financial institution experience to include, cash handling, customer service, supervisory and/ or sales experience; deep understanding of financial institution products, services, and technology
* Minimum of 2 years consumer lending experience facilitating applications, underwriting and approvals
* High school diploma required
* Proven ability to establish depository accounts including HSAs and IRAs
* Demonstrated understanding of deposit and consumer loan document preparation, online account opening, and teller platforms
* Demonstrated ability to multi-task and adapt to evolving technologies and work conditions
* Proficient with MS Office products and general office equipment
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