Effectively tailoring each member interaction to identify financial needs and proactively submit referrals for members and non-members to appropriate business partners including, but not limited to, NFS for financial planning advice, Consumer Lending for unsecured and secured loans, Home Lending for mortgage referrals, Commercial Lending for Business Accounts, Business Development and Lending opportunities, Credit Solutions for concerns with late loan payments. By developing strong relationships through needs based conversations, this Member Relationship Specialist will proficiently open and service all business account services, special accounts, new general membership accounts and perform a variety of financial transactions, as well as serve as a resource and mentor for team members.