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About the Role

The Relationship Specialist assists members with their financial needs and goals through exceptional service and problem-solving. This role combines member services, account opening, and collaboration with other departments to fulfill member requirements. The incumbent will greet members, act as a financial consultant, and perform teller transactions.

Responsibilities

• Deliver extraordinary member service by demonstrating and maintaining exceptional knowledge and expertise of all financial products and services.
• Provide highly effective resolution of member issues.
• Develop loyal member relationships by identifying and understanding needs, providing sound advice, and tailoring financial solutions.
• Create a positive member experience and maintain all member service standards.
• Promote the Credit Union’s products and services and deepen relationships through appropriate sales activities.
• Develop and maintain strong partnerships and ongoing referrals to other lines of business.
• Greet and welcome members, facilitate their orientation to the branch, and guide them on technology usage.
• Participate in branch sales and promotion programs.
• Actively participate in branch sales development meetings.
• Champion the opportunity to cross-sell.
• Ask for business referrals from satisfied members and attain personal sales goals.
• Open new deposit accounts, originate loan applications, process loan closings, open certificate accounts, and process renewals in accordance with policies and procedures.
• Assist branch management in operations matters including compliance, policies, procedures, balancing, cash ordering, replenishments, maintenance, branch audits, tracking reports, and member service issues.
• Promptly research and resolve member questions, problems, and complaints via telephone, written correspondence, or in-person.
• Provide training and cross-training to other branch associates as needed.
• Demonstrate initiative, a commitment to continuous learning, and adaptability.
• Actively learn, demonstrate, and foster the Credit Union’s Creating Member Loyalty program values and culture.
• Notarize documents when needed.
• Participate in special projects or other duties as assigned by management.

Requirements

• High School Diploma/Equivalency required.
• Notary designation preferred.
• Minimum two - three years’ prior Sr. Teller/MSS experience.
• Completion of Creating Member Loyalty core curriculum and Advanced Product Knowledge.
• Excellent knowledge of the Credit Union’s policies and procedures.
• Eligible to register as a Mortgage Loan Originator (MLO).
• Subject to a credit check and fingerprinting.
• Requires arm, hand, and fingers for operating job-related equipment.
• Must be able to walk/stand for extended periods of time.
• Occasional lifting required.
• Compliance with Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and its regulations.
• Compliance with Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures.
• Complete annual BSA, AML, Information Security, Privacy, and other job-related training.

Skills

• Outgoing, welcoming, enthusiastic, patient, sales-oriented, reliable, team-oriented, and conscientious.
• Excellent communication (verbal, written, and listening) skills.
• Professional telephone skills.
• Ability to cross-sell products and services.
• Ability to use ATM, calculator, fax machine, vault, surveillance equipment, and money counter.
• Fluent in the use of tablets, smart technology (i.e.: iPhone/android, etc.), and cash recycler technology.
• Strong computer skills, including working knowledge of Microsoft Word and Excel.
• Strong attention to detail.
• Excellent organizational skills.
• Strong math skills.
• Strong keyboarding skills.

Location

• Hilton Branch

Work Type

• Full time
• Non-Exempt

Experience Level

• Minimum two - three years’ prior Sr. Teller/MSS experience.

Education Level

• High School Diploma/Equivalency
• Notary designation preferred

Salary/Compensations

• $23.50 - $24.00 per hour

About the Company

• The Summit Federal Credit Union is an equal opportunity employer.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.