AVP, Relationship Banking Advisor
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Job Description
It’s an exciting time to be at Hanscom Federal Credit Union!
As a member of our Relationship Banking division, you will join a dynamic team of purpose-driven individuals committed to delivering exceptional service to our members.
Who we are – Hanscom Federal Credit Union
- Members-first – our members are our top priority. We make business decisions with our members at the top of mind.
- Integrity – we’re honest and committed to doing what’s best for our members and our company. What is right isn’t the same as what is easy.
- Teamwork – we are in this together and we all benefit from our success.
- Innovation – we identify new ideas for processes or products that will lead to positive changes and take the initiative to implement the changes.
- Empathy – we understand that communication starts by listening, understanding diverse perspectives, and caring about others’ sustained success.
What we offer
- A full-time, permanent position that will reward you through a competitive incentive program.
- Medical, Dental, Vision, FSA, 401(k), Student Loan Paydown, and paid Sick and Vacation time benefits.
- A flexible hybrid work schedule environment.
- We are committed to fostering career growth and development – when you join our organization it’s not just a job.
- We look to develop your skills aligned to our business needs and help you progress in your career.
Who you are – AVP, Relationship Banking Advisor
You are a dynamic, detail oriented, intuitive person with the ability to develop relationships, build rapport and become a trusted team member. You are able to provide everyone you assist or support with a high level of service, have strong organization and multi-tasking skills, and are searching for a rewarding career where you are valued and respected.
What you'll do
- Proactive outreach and engagement with our members to present our products and services as solutions to financial life cycle needs.
- Conduct business reviews to ensure members are satisfied with their products and services.
- Well versed in sophisticated financial services, products and services.
- Meet established sales goals related to deposit, lending, and investment products.
- Always provide remarkable member service and maintain Hanscom Federal Credit Union’s image in the community.
- Actively support and participate in the outside business development, and community events.
- Provide solutions for complex financial needs.
- Responsible for maintaining working knowledge of Hanscom Federal Credit Union products, rates, including services and fees, individual and branch dialogs and keeping team informed of the competition in the area. Maintain knowledge of competitor rates and products.
- Resolve member's financial problems, questions, or concerns within credit union guidelines.
- Ensure compliance with all applicable regulations and credit union policies and procedures.
- Continually strengthen knowledge and capabilities within financial services and stay current with completive trends.
- Maintain Confidentiality of all members and credit union information and data.
- Take on additional tasks and projects.
Knowledge/Skills/Experience Required:
- Willing to obtain FINRA Series 6 and 63 Securities License and Life/Health Insurance licenses required: Series 7 and 65 or 66 and preferred.
- 5 to 7 years’ experience in branch banking. Preferably in a business development or branch management role previously.
- Knowledge of consumer and mortgage lending including applicable state and federal statutes and requirements; knowledge of State and Federal regulations including those pertaining to deposit accounts, consumer, and mortgage loans; strong written and oral communication skills; computer skills and sales skills.
- Ability to establish and maintain effective working relationships at the senior management level and across all levels of the organization.
- Excellent analytic, organization, presentation, and facilitation skills; ability to lead multiple tasks under tight deadlines.
- Ability to prioritize workload and to work independently.
- Strong decision making and problem-solving skills.
- Strong written and verbal communication skills
Additional Responsibilities:
- Educating affluent member households with deposit balances of $100,000 or more.
- Acting as the single point of contact for all banking needs.
- Growing and retaining member assets.
- Acquiring new members.
Education/Certifications/Licenses
- Must be registered with the National Mortgage Licensing System ("NMLS") and maintain active status and accurate registration information on file. Provides changes to any individual information (such as an address or name change) as they occur directly into the NMILS system or to the HR Department within 20 days of such a change.
- A college degree
PHYSICAL REQUIREMENTS
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
WORKING CONDITIONS
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
MENTAL AND/OR EMOTIONAL REQUIREMENTS
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
** Must be authorized to work in the US **