Relationship Specialist (31529)

UK Credit Union•Florence, KY

1d•Onsite

About The Position

At UKFCU, we’re more than a Credit Union – we’re a community, and we’ve been proudly serving our members since 1937! As a rapidly growing, not-for-profit organization, we’re dedicated to making a real difference in the lives of our members and employees alike. If you’re looking for a workplace where you can grow, make an impact, and have fun while helping others, UKFCU is the place for you! As a Relationship Specialist, you will play a key role in delivering exceptional financial services to our members. You will provide expert guidance on credit union products, process transactions, and engage with members to identify financial solutions that best meet their needs. Your ability to build relationships and offer financial solutions will directly impact member satisfaction and the success of our credit union.

Requirements

2 - 5 years of experience in a customer service, call center, or financial services role.
High school diploma or equivalent required.
Excellent verbal communication, with a professional and friendly demeanor.
Proficient in basic math and data entry, including calculations with American currency.
Ability to analyze problems, think critically, and offer effective solutions.
Competent in writing reports and professional correspondence.
Comfortable working independently in a fast-paced environment.
Empathetic and composed under pressure, especially when assisting members in distress.
Passionate about helping others and creating a positive member experience.
Committed to professionalism, integrity, and the credit union philosophy.
Accountable to performance metrics and service goals.

Responsibilities

Assist members with financial transactions and account services.
Interview members to assess their financial needs and recommend appropriate products and services.
Process loan applications, deposits, withdrawals, and other account-related transactions.
Notarize documents, research accounts, perform account maintenance, open deposit accounts (consumer, business, IRA), originate loan applications, inform members of loan decisions, explain loan documents to members.
Update member account records as needed, maintaining accurate records of member transactions.
Actively promote credit union products and services that align with member needs.
Engage in sales development training and activities to enhance service offerings.
Stay informed about consumer credit trends and market conditions.
Maintain necessary licensing for the sale of specific financial products.
Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals.
Ensure adherence to UKFCU policies, board-established guidelines, and regulatory requirements.
Maintain confidentiality of member and employee information.
Assist in resolving member concerns and escalate complex issues when necessary.
Stay updated on industry regulations and best practices.