Relationship Development Specialist

7 days ago


Pittsburgh, Pennsylvania, United States Clearview Federal Credit Union Full time

Clearview Federal Credit Union is committed to providing its members with exceptional service and financial solutions. As a Relationship Banker Level II, you will play a vital role in achieving this goal.

About the Job

The ideal candidate for this position will possess excellent communication skills, be able to build strong relationships with members, and have a keen eye for detail. You will work closely with our team to provide personalized banking solutions, promote credit union products and services, and ensure that our members receive the best possible experience.

Key Responsibilities
  • Welcome and engage with members as an Experience Coordinator, providing them with memorable experiences and educating them on our financial solutions.
  • Answer member inquiries, provide account information, and help them achieve their financial goals.
  • Educate members on our credit union products, services, and promotions, increasing their awareness and understanding of our offerings.
  • Build relationships by identifying sales opportunities, utilizing sales and service techniques, and promoting cross-sales using our Cross-Sale Manager Software.
  • Process new accounts, update account information, and verify member identities, ensuring compliance with our Customer Identification Program.
Vault Duties
  • Perform opening and closing branch procedures, adhering to security policies and maintaining accurate records.
  • Manage cash balances, replenish ATM and Cash Dispense/Cash Recycler/Coin machines, and complete cash drawer audits.
  • Monitor cash limits, assist tellers with cash discrepancies, and handle exceptions to policy or procedures.
  • Provide on-the-job training for tellers, monitoring their compliance with policies and procedures.
About Clearview

Clearview Federal Credit Union values diversity and is an equal opportunity employer. We are proud to offer a dynamic work environment, competitive salary, and comprehensive benefits package. The estimated annual salary for this position is $54,000 - $65,000, depending on experience and qualifications.



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