Relationship Banking Specialist I

1 week ago

Appleton, United States Wings Financial Credit Union Full time
Job DescriptionJob Description

Settlers best Credit Union, a division of Wings, is currently searching for a Relationship Banking Specialist I at our Appleton, WI location. The Relationship Banking Specialist serves as a subject-matter-expert and is primarily responsible for providing superior service virtually and in-person while enthusiastically, accurately, and efficiently meeting the diverse needs of our members. This position sells accounts and electronic banking services, processes various digital and in-person account transactions, and maintains service delivery channels.


Responsibilities:

  • Establishes and expands member relationships by promoting and selling depository accounts as permitted by SbCU policy and regulation.
  • Sells, and promotes the usage of, digital banking products and services to prospective, new, and existing business and consumer members who contact virtually or visit the location.
  • Establishes user access to various digital banking platforms.
  • Provides ongoing member education and navigational support following adoption of digital banking products and services.
  • Responds to member requests and provides required assistance which may include, but is not limited to, the following: enabling digital banking users, updating member personal information or account information/ access, facilitating foreign transactions, originating stop payments or wires, and performing research.
  • Processes various digital and in-person account transactions.
  • Delivers seamless problem resolution for member technical and service issues, gathering necessary information and providing timely virtual or in-person updates through completion.
  • Identifies inter-departmental cross-sell opportunities and refers existing members and prospects to the appropriate department for follow up.
  • Performs daily departmental tasks, account and system maintenance, and project-related assignments.
  • Works collaboratively with the team, demonstrates flexibility.
  • Adheres to established policies and procedures to mitigate risk.
  • Serves on bank committees as necessary.

Required Skills and Experience:

  • Excellent verbal and written communication skills
  • Outstanding attention to detail, high level of accuracy
  • Proficient with MS Office products and general office equipment
  • Experience related to virtual or digital service, sales, or support
  • Previous cash handling, member service, and/or sales experience
  • Demonstrated ability to multi-task and adapt to evolving technologies and work conditions
  • Some knowledge of banking and deposit products and services preferred
  • Minimum of a high school diploma

Reasonable accommodations may be made to assist qualified individuals in completing the essential functions of the position.

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