Relationship Specialist

Team One Credit Union•Saginaw, MI

1h•Onsite

About The Position

Team One Credit Union is seeking a full-time Relationship Specialist (aka Universal Banking Employee) for the Main Saginaw branch, located at 520 Hayden St. This position is performed 100% onsite and offers a variety of responsibilities, from teller transactions to new accounts and consumer loans. The successful candidate will have a cheerful outlook, enjoy a dynamic team environment, and will thrive on learning a multitude of tasks.

Requirements

Ability and willingness to cross-sell (required).
Unlimited availability Monday-Friday (required).
Cash handling and customer service (required).
Willingness to obtain CCUFC (Certified Credit Union Financial Counselor) designation within the first six months of employment (required).

Nice To Haves

Previous experience in a similar role within a financial institution (highly preferred).
ITM/ATM machine balancing and vault balancing procedures.
Familiarity with consumer lending guidelines and required documentation.
Working knowledge of electronic services and remote service offerings; ability to troubleshoot when necessary.
Ability to read and interpret credit reports.
Firm understanding of debt ratios.

Responsibilities

Greet members, log branch visits, and assist with appointment traffic.
Daily requirement to be logged into phones for incoming member calls and outbound calls as assigned.
Accurately process member transactions in a prompt, friendly manner.
Balance cash drawer and assist with branch closing procedures on a regular basis.
Promote Team One products/services and educate members about new offerings.
Assist with ITM/ATM machine balancing and processing of night-drop transactions.
Process forms and perform basic account maintenance.
Establish new accounts, CDs, and IRAs.
Perform all aspects of consumer loans (except decisions), from application to disbursement.
Assist members with mobile app, online banking, bill pay, e-alerts, and other remote services.
Safeguard member information and maintain confidentiality at all times.
Inspire member trust by providing sound recommendations.
Adhere to all operational, security, risk and regulatory policies and procedures.
Other duties as assigned.