Relationship Specialist

ValleyStar Credit Union•Collinsville, VA

3d•$18 - $20•Onsite

About The Position

The Relationship Specialist serves as an ambassador of goodwill for the credit union, greeting members and the public enthusiastically and providing fast, efficient, professional service. The role has frequent contact with members and requires a pleasant, personable demeanor. The specialist assists members and potential members with accounts, loans, and investment accounts, and handles account maintenance and transactions. The position involves providing information about credit union services and products, identifying member needs through interviews, processing accounts and loan applications, closing and disbursing loans, and completing transactions at teller or drive-through stations. The specialist is also expected to maintain confidentiality, support team and organizational goals, participate in training and meetings, and work Saturday hours as needed. Work is performed largely in an office environment with moderate noise and occasional stressful conditions. Hours are normally Monday through Friday and may change according to organizational needs. The role includes physical tasks such as using a keyboard and other office equipment, standing, walking, sitting, and occasionally stooping, kneeling, or crouching. The employee may need to lift supplies weighing more than 25 pounds.

Requirements

At least two years of financial experience.
Sales experience.
High school diploma or equivalent.
Ability to perform arithmetic using whole numbers, common fractions, and decimals.
Ability to operate a personal computer, telephone, scanner, and copy machine.
Basic skills in Microsoft Office Suite.
Comply with applicable federal regulations and credit union policies and procedures, including the Bank Secrecy Act, USA PATRIOT Act, and Office of Foreign Assets Control requirements.
Attention to detail, self-motivation, self-confidence, high energy, and strong organizational skills.
Effective listening skills and strong verbal and written communication skills.
Ability to use instructional and negotiating abilities; perform numeric calculations; use memory, reading, and writing skills; and maintain alertness, precision, resourcefulness, problem-solving, concentration, creativity, and sound judgment.
Ability to meet the physical requirements of the role, including regular use of hands, reaching, talking, and hearing; frequent standing, walking, and sitting; occasional stooping, kneeling, or crouching; and lifting supplies that may weigh more than 25 pounds.

Nice To Haves

Prior lending and member service experience in the financial field.
Bachelor’s degree.

Responsibilities

Assist members with all credit union services.
Maintain thorough knowledge of credit union products and services and promote them based on needs identified through member interviews.
Process member and potential member account transactions, including memberships, sub-shares, share drafts, share certificates, IRAs, and ATM/debit cards.
Process loan applications, including signature, auto, day-note, and credit-card loans; close and disburse loans; and refer loan protection products on processed loans.
Perform account transactions for members at the teller line or drive-through station.
Suggest improvements to member services, products, and work efficiency.
Balance the assigned cash drawer daily.
Provide routine information about membership eligibility, loan interest rates, dividend rates, locations, office hours, and telephone numbers.
Maintain confidentiality of information and transactions concerning the credit union, its members, and employees, and uphold high business ethics.
Be available to work Saturday hours as needed.
Attend and participate in in-house or off-site training, seminars, workshops, department meetings, and corporate meetings.
Perform other duties as assigned.
Promote the credit union’s mission, vision, and image through appropriate words and actions.
Provide professional member service while building and maintaining relationships.
Support a team-oriented workplace.