Client Relationship Specialist

2 weeks ago


Tell City, Indiana, United States Hoosier Hills Credit Union Full time


Become a Vital Part of Our Team as a Client Relationship Specialist at Hoosier Hills Credit Union. Recognized for excellence, we pride ourselves on delivering top-tier financial services. Do you possess a solid understanding of retail banking and credit union offerings, coupled with a history of outstanding sales and service? Are you prepared to play a crucial role in providing exceptional service to our members? If you excel at offering tailored advice and connecting clients with suitable financial solutions, we want to hear from you.

Your Role:
As a Client Relationship Specialist (CRS), you will be essential in fostering and maintaining strong connections with our members, ensuring they receive customized guidance and access to products that align with their financial aspirations.

Key Responsibilities:

  • Deliver Outstanding Service: Execute transactions and manage account services with accuracy and efficiency.
  • Provide Financial Insights: Offer personalized financial advice and budgeting support to meet individual member needs.
  • Ensure Regulatory Compliance: Adhere to operational procedures and stay informed about industry regulations.
  • Build Trusting Relationships: Serve as a dependable resource, addressing member inquiries with professionalism.
  • Achieve Sales Objectives: Actively pursue opportunities for referrals and cross-selling to surpass sales targets.
  • Exceed Member Expectations: Uphold our commitment to service excellence, prioritizing the interests of our members.
  • Encourage Positive Engagement: Foster friendly communication to understand and fulfill member requirements.
  • Enhance Member Experience: Proactively resolve issues and ensure high levels of satisfaction among our members.
  • Collaborate Effectively: Share important updates with your team and support community initiatives.
  • Maximize Member Benefits: Leverage your knowledge of our products to deliver meaningful value to our members.
  • Commit to Continuous Improvement: Engage in ongoing learning and development to enhance personal and team performance.



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