New

Member Relationship Specialist

OnPath Federal Credit Union
life insurance, sick time, 401(k)
United States, Louisiana, Metairie
3131 N. I-10 Service Rd. E. (Show on map)
Jun 19, 2025
At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you! Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer: Competitive Compensation Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more! Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. We are looking for a Member Relationship Specialist to join our team! The salary range for this position is $25.78 to 32.22 per hour based on skills and experience. This position is classified as Hybrid. SCOPE: As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve. PRIMARY FUNCTIONS: The Member Relationship Specialist provides full-service banking to high-net-worth individuals. Extends credit, provides deposit-related services, offers financial and banking advice, and maintains customer awareness of company services. Major Duties and Responsibilities: Coordinates the entire credit approval process, including approving loans within authorized limits. Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services. Buys and sells, through the appropriate bank investment or trust area, bonds, money market issues, and other personal investment instruments, as required by the customer. Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions within a 24-hour period. Serves as a relationship manager to provide consumer banking services and facilitates delivery of mortgage loans, commercial loans and alternate investments. Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base. Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives. Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Experience: Three years to five years of similar or related experience, including preparatory experience. Background in meeting or exceeding sales goals. Experience with outbound calling, prospecting, and follow-up to drive engagement. Comfortable promoting products like checking accounts, loans, credit cards, and investment services. Education/Certifications/Licenses: High school education or GED Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills Background in meeting or exceeding sales goals. Experience with outbound calling, prospecting, and follow-up to drive engagement. Comfortable promoting products like checking accounts, loans, credit cards, and investment services. ADA Physical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including CRTs, typewriters, telephone, copier, facsimile, and calculator. 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 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 a climate-controlled shared work area with minimal noise. Mental 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. Disclaimers 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. OnPath FCU is an EOE/M/F/Disability/Veteran