Sales Analyst | Rockville, MD

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. Position Description The Member Relationship Advisor (MRA) will be responsible for delivering the distinctive Signal member experience by establishing rapport and trust, identifying financial needs and goals with the use of a comprehensive financial review process.

The MRA will refer to business line partners (as needed) and manage the relationship beyond the initial new account opening through an onboarding process, as well as facilitate offsite presentations to both

existing and prospective SEGs (Select Employer Groups). In addition, the MRA will handle ongoing member service and maintenance transactions, including cash handling.

This position requires the ability to work alternating Saturdays with a minimum of 2 per month at various branches and the flexibility to travel to multiple branches throughout the DC metropolitan area. Position Responsibilities Complete new member financial reviews, following the D. R. S. W. (Developing Relationships the Signal Way) conversation model. Communicate the appropriate product solutions bundle and refer to other business line partners as needed. Answer questions about products and services and resolve problems

that are within the authority to resolve. Refer problems that are beyond the position authority to the supervisor, along with recommendations.

Support branch managers and facilitate offsite presentations to SEGs. Identify cross-sell opportunities and make appropriate product and/or service recommendations as the needs arise. Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures. Maintain member relationships through ongoing outbound calling, and the use of Relationship Management software. Act as liaison between members and various organizations and departments. Operate teller drawer activities when business dictates.

Perform other related duties as assigned. Position Requirements A high school education or GED. College degree preferred Two years to five years of similar or related experience, required Prior experience in a Financial Services Company, Credit Union, preferred The ability to work alternating Saturdays with a minimum of 2 per month at various branches. The flexibility to travel to multiple branches throughout the DC metropolitan area. Excellent interpersonal engagement and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both Members and Employees, required Work may involve motivating or influencing others, required Fostering sound relationships with other entities (companies and/or individuals), required Strong organizational, accuracy and detail orientation skills required Proficient with Microsoft Office Suite including Word, Excel, Outlook and Power Point required Prior experience with our core system, 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.

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 EEO/AA/Minorities/Females/Disabled/Veterans employer.

Duties and Responsibilities include the following: Makes change and issues receipts to customers. Reads and records totals shown on cash register tape and verifies against cash on hand. Quotes price and describes features of items for which money is received.

Operates cash register by passing price coded items across electronic scanner to record price, compile printed list, and display cost of customer purchase, tax, and rebates on monitor screen. Responsible for pricing/displaying of received goods. Check-in vendors, ensuring all product is delivered before signing receipt. Keep copy of anything signed and turn into mgmt. at end of shift. Clean-up store location, both inside and out,

including bathrooms and/or spills of gasoline. Responsible for stocking/restocking of all merchandise and supplies. Keep all food service equipment clean and full.

Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Customer Service - Responds promptly to customer needs; responds to requests for service and assistance. Oral Communication - Responds well to questions. Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Planning/Organizing - Uses time efficiently. Quality - Demonstrates

accuracy and thoroughness; Looks for ways to improve and promote quality.

Safety and Security - Observes safety and security procedures. Attendance/Punctuality - Is consistently at work and on time. Dependability - Follows instructions, responds to management direction; takes responsibility for own actions. Initiative - Volunteers readily; asks for and offers help when needed. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience High school diploma or general education degree (GED) One to three months related experience and/or training Equivalent combination of education and experience will also be considered.

Language Skills Ability to read a limited number of two- and three-syllable words and to recognize similarities and differences between words and between series of numbers. Ability to print and speak simple sentences. Mathematical Skills Ability to add, subtract, multiply and divide. Ability to perform these operations using units of American money. Reasoning Ability Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.

Ability to deal with problems involving a few concrete variables in standardized situations Other Skills and Abilities Ability to interact and provide outstanding customer service to our patrons, as well as co-workers. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel and talk or hear.

The employee is frequently required to reach with hands and arms and taste or smell. The employee is occasionally required to sit; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. , JS_8.1.3, JS_8.1.3.1, JS_8.1.3.2, JS_8.1.3.3, JS_8.1.3.4, JS_8.1.3.5, JS_8.2.1, JS_8.2.1.2, JS_8.2.1.4, JS_8.2.3, JS_8.2.3.3, JS_8.2.5, JS_8.2.5.4, JS_8.2.5.7, JS_8.5.8, JS_8.5.8.2, JS_8.5.10, JS_8.5.10.1, JS_8.5.10.2, JS_8.5.12, JS_8.5.12.1, JS_8.5.2, JS_8.5.2.1, JS_8.5.2.2, JS_8.5.2.3, JS_8.5.3, JS_8.5.3.1, JS_8.5.3.2, JS_8.5.4, JS_8.5.4.1, JS_8.5.4.6

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. Position Description The Mobile Member Relationship Specialist will be responsible for participating in activities that support the deployment strategy of the Signal " On the Go" Mobile Branch, to ensure consistent visibility and engagement throughout the DC, MD, and VA markets.

The Mobile Member Relationship Specialist will work with a team dynamic team, dedicated to supporting the delivery of the distinctive Signal member experience, outside business development,

and financial education with the use of the various Mobile Branch technology components. Position Responsibilities Introduce the Signal Financial FCU brand to under-served communities, as well as deepen existing member's financial relationships through a regular presence near current physical branches by providing the right financial solutions across all channels, based on individual needs Demonstrate a complete understanding of all Mobile Branch functionality, including: set-up, break down, technology tools, marketing, and overall operations Participate in all deployment plans necessary to support a minimum of 80% Mobile Branch visibility time (away from Kensington HQ), that will also include

rotational Saturdays Meet and exceed stated individual financial and activity targets Demonstrate knowledge of entire suite of financial products and services, including features and benefits Engage in a member centric culture that focuses on member financial well-being through the use of Signal's D.

R. S. W. (Developing Relationships the Signal Way) relationship process Maintain personal accountability for goals and expectations, as set by the Mobile Branch Manager Participate in local organizations and venues, marketing Signal's brand, value proposition, and commitment to the local community Demonstrate flexibility to ongoing change in the work environment, as it occurs Maintains communications with main office; maintain necessary reports and tracking, as assigned; attends regular scheduled team meetings.

Demonstrate thorough knowledge of service levels, risk, compliance, regulatory and Credit Union policies and procedures Position Requirements Obtain proper certification from the D. O. T. necessary to drive the Mobile Branch; as assigned Ability to travel within the DC, MD, and VA metro region Ability to lift items up to 25 LBS High school diploma or equivalent required. College degree preferred Minimum 2 years of similar or related experience, with client relationship management, and organizational skills are required Credit union experience preferred Demonstrated track record of acquiring and managing a portfolio of customers to achieve and exceed individual financial goals Ability to build and leverage working relationships both externally and internally High impact communication skills to effectively engage all segments Superior service skills with a " member first" approach resulting in strong member loyalty Excellent problem solving and decision-making skills Team orientation with strong collaboration skills and willingness to support the rest of the Mobile Branch team Demonstrated adaptability, flexibility, and willingness to work in a changing environment Excellent attention to detail and organizational skills required Excellent interpersonal engagement, leadership, and presentation skills, attentiveness, information retention, tact and diplomacy in dealing with both members and employees required.

Fostering sound relationships with individuals and companies (as assigned) Proficiency with Microsoft Office Suite (Word, Excel, Power Point, and Teams) Prior experience with 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 EEO/AA/Minorities/Females/Disabled/Veterans employer.

expectations Coordinate sales of assigned accounts monitoring product and delivery needs Represent the company knowledgeably and professionally Provide solutions to customers relating to material procurement, distribution and application Perform bid reviews to insure we are priced profitably and competitively Conduct telemarketing calls at slow periods to proactively look for new business Facilitate customer relations between all branch location departments and customer Assists if needed in collection of accounts receivable Estimates materials from information provided by counter customer when needed Prepares and inputs orders as needed and researches and orders special products as necessary

Other duties as assigned Minimum Qualifications Associate’s Degree or Bachelor’s Degree preferred 3-5 years relevant work experience Knowledge and experience with doors, frames and hardware industry Knowledge of Comsense Detail-oriented Customer service and problem solving skills Must pass pre-employment background check and drug test Knowledge, Skills and Abilities Experience using Microsoft Office products required Excellent verbal and written communication and leadership skills Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear.

The employee frequently is required to stand and walk; and use hands and arms to reach and lift.

Work Environment This job operates in a professional office environment.

This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Other conditions may include proximity to forklifts or other heavy machinery and using various tools and hardware. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EOE Minorities/Females/Disability/Veterans; VEVRAA Federal Contractor All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity or national origin.

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