Lending Relationship Officer

WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU'LL DO:
The Lending Relationship Officer promotes credit union products and services to new, existing and potential members. The Lending Relationship Officer provides professional service and sales of loan products (with an emphasis on Home Equity loans) as well as deposit products and other convenient services through effective interpersonal skills and proficient knowledge. The Lending Relationship Officer is responsible for meeting established Credit Union and Department goals through active participation in sales programs. This position works with a customer referral base of Realtors, Builders, Financial Service Providers, and Consumers.

WHAT YOU'LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:00am - 5:00pm at our Plymouth Office; exempt.

In addition:

• Associate's degree or equivalent work experience. Bachelor's degree or equivalent work experience, preferred.
• 2+ years of experience with financial customer contacts.
• Must possess and maintain a valid state driver's license.
• Previous experience and success in business to business sales and/or relationship and referral-based sales, preferred.
• Knowledge of banking and/or credit union regulations, preferred.
• Experience building networks in a sales environment, preferred.
• Must possess highly-developed interpersonal skills, a positive attitude, and a desire to help people.
• Must possess effective verbal and written communication skills.
• Knowledge of laws and regulations governing consumer lending practices.
• Knowledge of TruStone policies and procedures governing consumer lending practices.
• Must possess good judgment and decision-making ability.
• Must be a self-motivated and independent worker.
• Must possess basic math skills.
• Ability to organize and prioritize work and maintain accurate records.
• Projects a professional image.
• Ability to communicate with a diverse membership and employee group.
• Ability to accomplish the described responsibilities through the use of computers and technology.
• Ability to work in a changing, challenging, and fast-paced work environment with variable stress levels.
• Required to be compliant with the terms and conditions outlined in TruStone Financial's SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).
• Maintain compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass all pre-employment drug test and various background checks.
• Responsible for regular and reliable attendance at the workplace.

WHAT WE OFFER:

The salary range for this position is $54,500.00 to $68,000.00 per year. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.