relationship advisor

Navigant Credit Union

<div>Your Role as a Member Relationship Advisor I
As a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas:
<ul><li>Delivering Outstanding Service: Help members in-person, over the phone, and online. Process transactions such as deposits, withdrawals, account transfers, and address changes.</li><li>
Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. Develop an understanding of all consumer lending products and proactively identify opportunities to cross-sell beneficial products and services.</li><li>
Loan Processing &amp; Member Support: Help members complete loan applications, collect necessary documentation, and provide updates on loan status. Originate and close NCU's Smart Start, Cash Reserve Lines of Credit, and Personal Unsecured consumer loans. Ensure members understand their loan terms and next steps.</li><li>
Problem-Solving &amp; Advocacy: Address member inquiries and concerns with empathy, ensuring each interaction aligns with our core values. Maintain knowledge of and adhere to all applicable compliance, operational, and risk controls, with particular attention to the Bank Secrecy Act (BSA) and the SAFE Act.</li><li>
Team Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships.</li><li>
Sales &amp; Community Engagement: Work towards meeting annual sales and service goals. Act as a Navigant Credit Union ambassador in the community and at business-related functions. Manage a book of business, set appointments, and follow up on referrals.</li></ul> 
What We're Looking For
Education<ul><li>
High school diploma or GED required.</li></ul> 
Qualifications<ul><li>
Tech-Savvy: Proficient with Microsoft Word, Excel, Outlook, and online tools. Experience with banking software is a plus.</li><li>
Communication: Strong verbal and written skills to explain financial products in a clear, accessible way. Must be service-oriented and willing to educate members on products and services that will benefit their financial well-being.</li><li>
Organizational Skills: Ability to multitask and be detail-oriented in a fast-paced environment.</li><li>
Team-Oriented: Collaborative mindset, eager to contribute to a positive, member-focused team. Must be able to travel within the credit union's footprint based on business needs.</li></ul>
Preferred Skills<ul><li>
Sales Skills: Ability to recommend products and services based on member needs.</li><li>
Banking Experience: 2 years in member service and/or teller area of a credit union or other financial institution.</li><li>
Loan Processing: Understanding of loan origination, underwriting, and documentation.</li></ul> 
Why You'll Love Working at Navigant Credit Union
Joining Navigant Credit Union means becoming part of a team that cares about your career success and well-being. As a Member Relationship Advisor I, not only will you make a direct impact on our members' financial journey, but will also receive:<ul><li>
Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives.</li><li>
Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc.</li><li>
Career Growth: Ongoing training and professional development opportunities to grow your career</li><li>
Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy</li></ul>
Navigant Credit Union is an Equal Opportunity Employer
We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply. 
 
 
 
About
People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.
At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named &quot;Rhode Island's Best Place to Work&quot; year-after-year by the Providence Business News.
Our Core Values of &quot;Leadership, Unity, Caring, and Integrity&quot; are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.
Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more.
If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!</div>

Member Relationship Advisor I

<div>ADP is hiring a Relationship Life Cycle Consultant. Candidates must reside in Long Island or New York and be willing to travel the 5 distinct boroughs.
<ul><li>Do you love being in front of a crowd?</li>
<li>Are you a strategic thinker?</li>
<li>Do you think benefits are fun?</li>
</ul>Well, this may be the role for you. Ready to make your mark?
As a Relationship Life Cycle Consultant, you will work to strengthen the connection with clients through service and consultation around benefit education strategies. For your assigned book of business, you will understand clients' needs regarding benefits and strategically drive results to increase benefit participation, client experience, employee retention, and employee engagement.
Your day-to-day will be spent building relationships with key internal and external stakeholders for each client and their employees to drive year-round benefit education. In this position, you will ensure service excellence and improve client relationships, including client satisfaction and experience. You must effectively maintain, build, and manage client relationships at all levels to ensure clients achieve their benefit strategies utilizing ADP's Human Capital Management tools and services. You will work closely with clients and their employees to optimize the utilization of their plan benefits and bring consultation to complex benefit strategies and initiatives. You will need strong partnerships with Sales, Brokers, Implementation, HR, and the Operations organization to resolve escalated and complex benefit issues. You will implement your benefit strategies through virtual, onsite, or recorded benefit presentations to each client. Travel will be required to support client visits and strengthen relationships.
To thrive in this role, you must build rapport, establish trust, develop strategies and shine with professionalism. Through onsite and virtual connections, you will help analyze benefit trends within each client and develop education strategies to assist employees in maximizing their plan and carrier resources. As a result, your client satisfaction scores make you proud. While our team's culture promotes a healthy dose of fun and high engagement, a fast-paced environment should not scare you. Not only can you find a career here, but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? Apply now!
To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos
WHAT YOU'LL DO: Responsibilities
What you can expect on a typical day:
<ul><li>You will design and execute benefit strategies and communication year-round to an assigned client base, reviewing strategies to drive plan participation and retention.</li>
<li>You will conduct worksite benefit meetings for groups of new hires, quarterly wellness meetings to review carrier value-add information and resources, spending accounts education, year-end onboarding meetings, open enrollment meetings, and more.</li>
<li>You will manage relationships with internal and external stakeholders, focusing on benefit strategies related to worksite employee enrollment in the plan.</li>
<li>You will continually upgrade your knowledge and skills in benefits, including attending training sessions and becoming a benefit subject matter expert.</li>
<li>You adhere to a daily schedule to manage your meetings, calls, partner connections, etc.</li>
</ul>TO SUCCEED IN THIS ROLE: Requirements
<ul><li>You have five years of client service or client relationship management experience in a fast-paced service environment.</li>
<li>You have experience in benefits.</li>
You excel at presentations <li>- keeping large audiences engaged and attentive as you present.</li>
<li>You're a strategic thinker and have demonstrated the ability to assess needs and provide innovative solutions to assist clients in meeting their business objectives.</li>
<li>You can travel to support client visits and strengthen relationships.</li>
</ul>A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
<ul><li>Experience noted above OR</li>
<li>Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.</li>
</ul><div>BONUS POINTS FOR THESE: Preferred Qualifications
<ul><li>Bi-lingual is preferred but not required.</li>
<li>Progressive management experience in consulting or large corporate environments.</li>
<li>Experience with multiple larger complex clients or advisor relationships and dealing with a broad range of benefits or HR equivalent-related areas at senior levels of organizations.</li>
</ul>YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
<ul><li>Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.</li>
<li>Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.</li>
<li>Grow your career in an agile, dynamic environment with plenty of opportunities to progress.</li>
<li>Continuously learn through ongoing training, development, and mentorship opportunities.</li>
<li>Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.</li>
<li>Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.</li>
<li>Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.</li>
<li>Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.</li>
</ul>What are you waiting for? Apply today!
</div><div>Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days &amp; Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $59,100.00 - USD $120,200.00 / Year* 
 
<ul><li>Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.</li></ul> 
</div>A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion &amp; Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP&rsquo;s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP&rsquo;s culture and our full set of values.</div>

Relationship Life Cycle Consultant

Rosedale Bank

<div>Join Rosedale Bank and Be a Part of OUR STORY
At Rosedale Bank, we pride ourselves on being a true community bank. With a rich 117-year history, over $1 billion in assets, 13 retail branch locations across Maryland, and a team of approximately 150 dedicated employees, we are committed to making a difference-for our customers, our communities, and our people.
We believe what sets us apart is our strong commitment to our employees, with a focus on engagement, recognition, work/life balance, growth and development, personal connections, and delivering an exceptional personal-touch customer experience.
About the Job
We are currently seeking a Relationship Guide to join our team at the Towson branch. This front-line position is responsible for delivering an outstanding customer experience while assisting with basic banking needs, processing transactions, and educating customers about Rosedale Bank's products and services. You'll be part of a team that values professionalism, service excellence, and relationship-building.
In this position you will:
<ul><li>Create a personalized, responsive, and convenient customer experience.</li><li>
Engage in meaningful conversations to understand customer needs.</li><li>
Provide timely, accurate, and thorough service.</li><li>
Learn and promote all Bank products and services, highlighting benefits tailored to customer needs.</li><li>
Educate customers on digital banking tools and guide them through processes like online banking and ATM PIN resets.</li><li>
Process a variety of transactions including deposits, withdrawals, loan payments, and official checks.</li><li>
Handle CD penalties, stop payments, ACH stop payments, currency transaction reports, PIN resets, disputes, and debit card orders.</li><li>
Follow all cash handling, security, and operational procedures.</li><li>
Perform other duties as assigned.</li></ul>
What you bring:<ul><li>
High school diploma or equivalent</li><li>
0-2 years of customer service experience; cash handling experience preferred</li><li>
Excellent customer service, verbal, and written communication skills</li><li>
Strong interpersonal skills and a customer relationship focus</li><li>
Detail-oriented, dependable, and adaptable</li><li>
Ability to count large sums of cash and coin</li><li>
Basic computer skills and problem-solving ability</li><li>
Team-oriented with a commitment to professionalism and integrity</li></ul>
Working Conditions/Physical Requirements<ul><li>
Must be able to remain standing for 50%-75% of the time</li><li>
Occasionally move around the office to access files and equipment</li><li>
Frequent use of computers and office equipment (calculator, copier, printer)</li><li>
Ability to work at other branch locations based on business needs</li><li>
Flexible schedule including evenings and weekends</li><li>
Must be able to lift up to 60 pounds</li></ul>
Benefits you will enjoy:<ul><li>
401(k) - fully vested employer match and discretionary year end employer profit share contribution</li><li>
Health Savings Account with generous employer contribution</li><li>
Wide variety of Voluntary Benefit Options</li><li>
Employer subsidized HealthWellness Fitness Program</li><li>
Generous paid time off including Birthday Day Off</li><li>
Paid Parental Leave</li><li>
Discretionary performance-based bonus program</li><li>
RISE Employee Recognition Program</li><li>
Paid Community Outreach Hours</li></ul>
Ready to build meaningful relationships and grow your career in community banking? 
Apply today to become our next Relationship Guide and help us deliver the personal touch that defines Rosedale Bank.
We are an equal opportunity employer. Employment selection and related decisions are made without regard to race, color, religion, sex or gender (including pregnancy), age, marital status, disability, national origin, veteran status, sexual orientation, gender identity, genetic information or any other protected class.</div>

Relationship Guide (Bank Teller)

VyStar Credit Union

<div>At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.<ul><li>SELECTION PROCESS:</li></ul>
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
ACCOUNTABILITY STATEMENT 
 
The Relationship Specialist's responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship-building position must be able to describe VyStar Credit Union&rsquo;s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.
ESSENTIAL RESPONSIBILITIES<ul><li>
Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.</li><li>
Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs.</li><li>
Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.</li><li>
Handle personal and business account transactions, open accounts, and process various types of loan applications.</li><li>
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.</li><li>
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.</li><li>
Support and participate in all Credit Union initiatives and campaigns.</li><li>
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.</li><li>
Work with relative independence to accomplish tasks.</li><li>
Exhibit a high degree of integrity, trustworthiness, and professionalism always.</li><li>
Exude a positive and professional attitude with members and partners consistently.</li><li>
Resolve member problems independently, seeking to find ways to a &ldquo;yes&rdquo; whenever possible, and escalating more complex concerns.</li><li>
Embrace VyStar&rsquo;s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.</li><li>
Actively lead by example through community service supporting the VyStar brand.</li><li>
Utilize excellent verbal and written communication skills.</li><li>
Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service.</li><li>
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union&rsquo;s products and services, resulting in booked sales.</li><li>
Address and overcome objections effectively while educating members about the wide array of offerings available.</li><li>
Perform other duties as assigned.</li><li>
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.</li></ul>
JOB QUALIFICATIONS
EDUCATION<ul><li>
High school diploma/GED is required</li><li>
Associate&rsquo;s degree is preferred</li></ul>
EXPERIENCE<ul><li>
Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.</li></ul>
KNOWLEDGE, SKILLS &amp; ABILITIES<ul><li>
Ability to process accurate transactions and requests.</li><li>
Must possess and utilize excellent listening skills, verbal, and written communications skills.
</li><li>Proficient in the use of the Internet and Microsoft Office.</li><li>
Must have an outgoing personality and a strong desire to help people.</li><li>
Must be professional in appearance and attitude.</li><li>
Must be able to handle many tasks in a fast-paced environment.</li><li>
Must possess strong critical thinking and decision-making abilities.</li><li>
Strong communication skills and a genuine passion for sales are essential for success in this role.</li><li>
May stand throughout entire shift in order to assist members or other staff.</li></ul>
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.<ul><li>
Focus Focus your full attention by carefully listening to and observing your client or member.</li><li>
Connect Consistently be friendly and approachable. Demonstrate you care.</li><li>
Understand Listen empathetically and ask questions. (70%/30%)</li><li>
Counsel Recommend solutions based on your client&rsquo;s or member&rsquo;s needs and objectives.</li><li>
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.</li></ul>
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources</div>

Relationship Specialist I

Early Approve Commercial Broker

Job Description:We are seeking a dynamic and goal-driven Relationship Officer to promote and sell the company&rsquo;s banking products to potential customers. The ideal candidate will possess strong communication skills, a customer-centric mindset, and the ability to meet monthly sales targets in a competitive market.Key Responsibilities:<ul><li>Promote and sell banking products to prospective clients through field visits, referrals, and outbound calls.</li><li>Build and maintain strong, long-term customer relationships to enhance product reach and customer loyalty.</li><li>Handle customer inquiries effectively, provide clear product explanations, and assist with documentation and application processing.</li><li>Maintain a robust sales pipeline, prepare daily sales activity reports, and collaborate with team leaders to achieve individual and team targets.</li><li>Demonstrate proactive attitude, persuasive selling techniques, and exceptional customer service at all times.</li><li>Stay updated on product features, promotions, and competitor offerings to position products effectively.</li></ul>Qualifications &amp; Skills:<ul><li>Any Bachelor&rsquo;s Degree.</li><li>Fluent in English (additional languages are an advantage).</li><li>Strong communication, negotiation, and customer-handling skills.</li><li>Freshers with a passion for sales are welcome to apply.</li></ul>Compensation:Salary: AED 3,000 + Attractive Commission based on target achievement.Job Types: Full-time, PermanentPay: AED3,000.00 - AED5,000.00 per monthWork Location: In person

Relationship Officer

Relationship Specialist

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