Relief Specialist

BayPort Credit Union • Newport News, VA

1d • $36,795 - $55,203 • Onsite

About The Position

The Relief Specialist is responsible for providing essential support across multiple areas within the Credit Union, including Teller, Vault Teller, Lead Teller, and Member Services. This role ensures that Credit Union branches maintain smooth operations by filling in for staff in various functions as needed. The Relief Specialist serves as a key point of contact for members, providing exceptional service, addressing inquiries, resolving issues, and assisting with financial transactions. This position requires flexibility, a strong understanding of Credit Union services, and the ability to adapt to different roles as needed.

Requirements

• A high school degree or equivalent.
• Cash handling and customer service experience.
• Financial transaction processing experience.
• Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast-paced environment.
• Ability to quickly learn and adapt to various Credit Union functions and services.
• Highly organized and detail oriented.
• Strong communication and interpersonal skills with the ability to build relationships with members and staff.
• Professional demeanor and appearance, with the ability to maintain confidentiality and handle sensitive information.
• Ability to work independently and as part of a team to meet branch goals and objectives.
• Must provide one’s own mode of transportation for employment purposes.
• Must transport oneself to all locations of Credit Union business.
• Must maintain one’s own automobile insurance.
• Must sustain a valid driver’s license and a good driving record.

Nice To Haves

• Financial transaction processing or banking is preferred.

Responsibilities

• Serves as a liaison between the member and the credit union by greeting and welcoming members and visitors professionally and promptly; providing information on membership eligibility, account types, loan products, and other Credit Union services.
• Responds to member requests, problems, and concerns, or directs them to the appropriate person for assistance. This includes providing information in-person, via email, other written correspondence, and over the telephone regarding credit union services or policies, and handling requests for transfers, withdrawals, check requests, share certificate transactions, line of credit advances, and other member requests.
• Opens new accounts and answers member questions regarding existing accounts by providing necessary information for membership, informing members of various account options and services, assisting members in opening accounts to best meet their needs, and answering inquiries regarding existing accounts.
• Processes and maintains member loan requests by providing information regarding first mortgage loans and applications; interviewing loan applicants, explaining conditional loan approvals and denials, reviewing loan applications, processing loan requests according to approval and/or loan stipulations with respective interest rates and terms, contacting members to follow up on loan requests, educating members on Loan Protection Products and action steps, and quoting total loan payments including Loan Protection Products.
• Accurately processes member transactions including deposits, withdrawals, loan payments, and negotiable instruments, ensuring all cash handling and financial transactions are processed with accuracy. Inspects and verifies cash and other negotiable instruments for deposit and performs end-of-day balancing. Maintains a clean, organized, and secure work area and adheres to security protocols.
• Cross-sells other products and services by listening to members to anticipate their needs and informing them of relevant products.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED