Client Relationship Specialist

3 days ago


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

We are seeking a highly skilled Client Relationship Specialist to join our team at Clearview Federal Credit Union. This role offers an estimated salary of $50,000 - $70,000 per year, depending on experience.

About the Job:

Job Description

In this exciting opportunity, you will have the chance to provide exceptional member experiences by promoting Clearview products and services. As a trusted advisor, you will educate members and potential members on solutions to their financial needs, handle transactions and teller services, and develop relationships through engaging interactions.

You will also be responsible for participating in departmental campaigns/programs, achieving individual and team goals, partnering with the community through charity to support fund raising and volunteering, attending training sessions and meetings, and staying up-to-date on promotional and marketing mailings.

Requirements
  • A high school diploma or equivalent is required, along with a minimum of six months of similar or transferrable experience.
  • You must possess excellent member service skills, ability to build relationships through sales and service, and above-average knowledge of credit union products and services.
  • Analyze information and solve problems effectively, making sound decisions that benefit the organization.
  • You should also demonstrate empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
  • Prioritize tasks, manage time, and maintain accuracy in a fast-paced environment.
Essential Skills
  • Excellent communication skills, both in person and over the phone.
  • Ability to work flexible hours based on operational needs.
  • Proficient computer skills and ability to learn new software quickly.
  • Maintain thorough knowledge of loan policies, underwriting guidelines, and rates.
  • Support self-service electronic channels at the branch and escort consumers to these components for demonstrations or assisted transactions as appropriate.
  • Provide general information on real estate and business loans and all services and products provided through electronic means.

Clearview values diversity in its workforce and is proud to be an equal opportunity employer.



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