Member Relationship Specialist

2 weeks ago


San Antonio, Texas, United States Nizari Progressive Federal Credit Union Full time

Position: Universal Banker

Type: Full-Time

Department: Member Services

Overview: Nizari Progressive Federal Credit Union is looking for a dedicated and experienced Universal Banker to join our dynamic team. The ideal candidate will play a crucial role in fostering member relationships and assisting them in achieving their financial aspirations.

Key Responsibilities:

  • Maintain and enhance member relationships by identifying their financial needs and providing tailored solutions.
  • Assist members with account openings, loan processing, and investment inquiries.
  • Deliver exceptional member service while meeting sales objectives and promoting our financial products.
  • Collaborate effectively with team members to ensure compliance with credit union policies and procedures.
  • Support teller operations and provide coverage as needed across branches.

Essential Duties:

  • Ensure all services comply with established credit union policies and legal requirements.
  • Document member interactions and service requests accurately.
  • Proactively identify opportunities to enhance members' financial well-being.
  • Achieve monthly targets for new accounts and loan production as set by management.
  • Process loan applications and manage clerical tasks in line with credit union standards.
  • Handle deposits and withdrawals, ensuring accurate transaction records and daily reconciliations.
  • Verify cash and check deposits, ensuring compliance with security measures.
  • Cross-sell financial products and services to meet member needs.
  • Participate in community events and represent Nizari at various functions.

Qualifications:

  • Knowledge: Familiarity with credit union consumer products and services.
  • Experience: Previous experience in a full-service financial institution is preferred.
  • Skills: Strong organizational skills, attention to detail, and proficiency in relevant computer applications.
  • Ability to work collaboratively in a team environment.
  • Bilingual in English and Urdu/Hindi is a plus.

Compensation and Benefits:

Nizari is committed to the growth and well-being of its employees, offering a competitive salary along with a comprehensive benefits package, including:

  • PTO
  • 401K plan
  • Tuition reimbursement
  • Medical and dental insurance
  • Employee loan discounts
  • Bonus opportunities

About Us: Nizari Progressive Federal Credit Union is a member-owned financial institution dedicated to serving our community with integrity and excellence.



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