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Member Relationship Manager (New Accounts)
Great downtown Palo Alto location.
Alliance Credit Union is looking for an experienced Member Relationship Manager to join our dynamic team. If you are that self-motivated, hardworking, friendly individual we want to talk to you!

Established in 1952, Alliance Credit Union is a member-owned, financial cooperative that operates in two states. We have more than 40,000 members?served by five offices in California's Silicon Valley, and three offices in Wilmington, North Carolina.

For more than 50 years, our services have grown to keep pace with the ever-growing needs of our members and their families. Today, Alliance Credit Union serves approximately 400 employers, as well as anyone living in Santa Clara, San Mateo and Alameda counties.

We offer salary commensurate with experience plus an excellent benefits package including 401(k), incentive plans, medical, dental, Flex Plan, Vision Plan and more.

Summary:
Responsible to assess and determine member?s needs and sell the appropriate products and/or services to meet these needs. Open accounts for new members to generate a portfolio. Manage this portfolio of members, calling these members to add value to their relationship, both for the member and for the Credit Union. Take and process loan applications, communicating with the member throughout the loan process, and finalizing the loan with the member.

This position is the point of contact for the member and is essentially the face of the Credit Union, thus professionalism, service levels and productivity are of utmost importance.
  • Employee efforts will be measured by sales objectives, accounts per account based on portfolio, member service levels, and compliance with laws and regulations.
  • Employees will immediately be entered into the incentive program.
Send your resume to:
or mail to:
Alliance CU - HR Dept.
PO Box 18460
San Jose, CA 95158-8460
Fax to: (408) 979-0842
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