Client Relationship Specialist

2 months ago


Long Beach, California, United States SchoolsFirst Federal Credit Union Full time
Job Title: Client Relationship Specialist
Key Responsibilities:
  • Deliver outstanding service to clients visiting our locations and advocate for our financial products and services to foster strong relationships.
  • Execute transactions related to savings accounts, loans, and various financial services.
  • Conduct file maintenance activities such as updating addresses, processing check orders, and managing ATM card requests.
  • Support branch operations and collaborate with team members as required throughout the day.
  • Facilitate new account openings, share accounts, and consumer loan applications.
  • Provide in-person consultations and advisory services to clients regarding our financial offerings.
Qualifications:
  • High School Diploma or equivalent required.
  • 1-3 years of relevant experience preferred.
  • Familiarity with financial products related to savings and consumer loans.


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