Relationship Development Specialist
6 days ago
Company Overview
Smart Financial Credit Union is a leading financial institution in the region, known for its commitment to excellence and customer satisfaction.
Estimated Salary Range: $45,000 - $60,000 per year
Job Description
The Relationship Development Specialist will play a crucial role in building and maintaining strong relationships with current and potential members of the credit union. This individual will be responsible for identifying opportunities to cross-sell credit union products and services, providing exceptional member service, and ensuring a superior member experience.
Key Responsibilities
- 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.
- Process in-branch loan requests while uncovering possible lending needs through conversations with members and mining credit reports.
- 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.
- 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.
Required Skills and Qualifications
A minimum of one year up to three years of similar or related experience, including preparatory experience. A high school degree or equivalent is required.
Benefits
Smart Financial Credit Union offers a competitive salary, excellent benefits, and a tuition reimbursement program. In addition, we have been recognized as Houston's Best Places to Work five consecutive years in a row and ranked USA Top Workplaces in 2021 and 2022.
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