PT30 Relationship Specialist

3 weeks ago

Kingwood, United States Smart Financial Credit Union Full time

The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. The Relationship Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through our branch locations and over the phone. This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members. Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment. This person may also be relied on to complete teller duties and transactions as needed in the course of the day.

Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence. Answer questions and/or resolve complex technical problems on member accounts.

Responsible for the processing of in-branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Offer solutions that add value to their relationship with the credit union.

Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. Take complete ownership of ever call.

Conduct teller transactions in an accurate and efficient manner.

May assist in the planning and implementation of branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets control.

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