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Client Relationship Specialist

2 months ago

Lafayette, California, United States Patelco Credit Union Full time

Become a valued member of Patelco Credit Union

Are you dedicated to delivering outstanding service and helping our members reach their financial aspirations? As a Financial Services Consultant, you will be instrumental in enhancing member interaction and providing a variety of financial solutions tailored to their needs.

Key Responsibilities:

  • Providing exceptional service to members with professionalism and efficiency
  • Serving as a knowledgeable resource on our financial products and services
  • Supporting members with a range of financial transactions and inquiries
  • Conducting comprehensive discussions to uncover and address financial needs
  • Encouraging member engagement with innovative technology and services
  • Working closely with internal specialists to propose suitable solutions for our members

Required Qualifications:

  • At least 3 years of experience in the banking sector
  • Strong communication abilities
  • Ability to adapt to evolving requirements
  • Commitment to delivering exceptional service
  • Proficient in Microsoft Office Suite
  • Eagerness to learn and develop professionally

If you are eager to positively impact our members' lives and thrive in a collaborative environment, Patelco Credit Union may be the ideal place for you.