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About The Position
Affinity FCU is seeking a Relationship Specialist to join their team at their branch location in Middletown, NJ. This role focuses on building member relationships by providing exceptional financial support and advice through a consultative and educational approach. The goal is to help members achieve their financial goals. Responsibilities include opening new accounts, enrolling new members, processing applications, resolving complex member issues, and following up with members to ensure satisfaction and identify future needs. The successful candidate must be technologically savvy, adaptable to new environments, and committed to the community and Affinity's corporate objectives. Banking experience is strongly preferred, and prior CRM experience, preferably Salesforce, is desired. Excellent communication and interpersonal skills, along with previous sales/customer service experience, are essential.
Requirements
- Technologically savvy, especially as it relates to self-service options.
- Keeps abreast of evolving consumer needs and trends.
- Adapts well to new or non-traditional environments.
- Displays a commitment to the community, to increasing member engagement and to Affinity’s corporate objectives.
- Excellent communication and interpersonal skills.
- Previous sales/customer service experience is essential.
- Must be able to work Saturday hours.
- Must undergo a drug urine screening check.
- Must undergo a criminal history background check.
- Must undergo a credit report check.
- Must provide proof of legal authorization to work in the United States.
- Must comply with all requests for additional testing of any type and at anytime during employment.
Nice To Haves
- Banking experience is strongly preferred.
- Prior CRM experience, preferably Salesforce is desired.
Responsibilities
- Building member relationships by providing exceptional financial support and advice through a consultative and educational approach.
- Helping members exceed their financial goals and dreams.
- Opening new accounts.
- Enrolling new members during initial consultation.
- Processing applications.
- Resolving complex member issues.
- Following up with members to ensure satisfaction with present products and services and to inquire about the status of future member needs.
Benefits
- Competitive pay
- Target incentive
- Full medical/dental/prescription/vision coverage
- Comprehensive wellness program
- Mental wellbeing support
- Reproductive/family building benefits for both men and women
- 401(k) plan with company match
- Basic term life insurance coverage
- Flexible spending accounts
- Identity protection
- Profit sharing
- Generous paid time off
- Discounts on products and services
- Paid time off for volunteering
- Extensive educational and developmental opportunities
- Formal Education Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
