Relationship Specialist (Part Time) - Cortland Branch

The Summit Federal Credit Union • Cortland, NY

114d • $23 - $24

About The Position

The primary function of the part-time 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 (member needs assessments, onboarding and follow-ups, outbound calling, etc.).
• Develop and maintain strong partnerships and ongoing referrals to other lines of business (ie: Mortgage, Retirement and Investment Services, Consumer Lending, etc.).
• 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 (teller pod, iPads, mobile applications, website loan applications, etc.).
• 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 in accordance with the Credit Union's and regulatory policies and procedures.
• Assist branch management in all operations matters including, but not limited to, compliance, policies and procedures, balancing, cash ordering, replenishments and maintenance, branch audits, monthly tracking reports and member service issues.
• Promptly research and resolve member questions, problems and complaints by telephone, through written correspondence or face-to-face/in-person.

Benefits

• The starting hourly wage for this position is expected to be $23.50-$24.00 per hour.

What This Job Offers

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