Relationship Specialist (Full Time)

The Summit Federal Credit Union • Hilton, NY

103d • $23 - $24

About The Position

The primary function of the Relationship Specialist is to assist new and existing members with their immediate, short term and long-term financial needs/goals through exceptional service and problem solving. This position regularly combines all aspects of member services, account opening functions, as well as, actively involving other member contact departments (consumer lending, mortgage, investment and retirement services) and support/back-office staff to fulfill member needs. The successful incumbent is flexible enough to greet/welcome incoming members, act as a financial services consultant and perform teller transactions.

Requirements

• High School Diploma/Equivalency required.
• Minimum two - three years prior Sr. Teller/MSS experience.
• Completion of Creating Member Loyalty core curriculum and Advanced Product Knowledge.
• Excellent knowledge of the Credit Union's policies and procedures.

Nice To Haves

• Notary designation preferred.

Responsibilities

• Deliver extraordinary member service by demonstrating and maintaining exceptional knowledge and expertise of all financial products and services, as well as, providing highly effective resolution of member issues.
• Develop loyal member relationships by identifying and understanding needs, providing sound advice and tailoring the right financial solutions.
• Create the member experience by providing a positive image and maintaining all member service standards.
• Promote the Credit Union's products and services and deepen relationships by tailoring the best solution for members through appropriate sales activities.
• Develop and maintain strong partnerships and ongoing referrals to other lines of business.
• Connect members to the new branch persona, by greeting/welcoming members, facilitating their physical orientation to the branch and guiding them on the usage of technology.
• Participate in branch sales and promotion programs.
• Actively participate in branch sales development meetings.
• Champion the opportunity to cross-sell.
• Ask for business referrals from satisfied members and attain personal sales goals.
• Responsible for opening new deposit accounts, originating loan applications, processing loan closings, opening certificate accounts and processing renewals.
• Assist branch management in all operations matters including compliance, policies and procedures, balancing, cash ordering, replenishments and maintenance.
• Promptly research and resolve member questions, problems and complaints.

Benefits

• Starting hourly wage between $23.50 - $24.00 per hour.
• 37.5 hours per week.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED