Relationship Specialist

3 weeks ago


Houston, Texas, United States Smart Financial Full time
Job Description

**Job Summary**

The Relationship Specialist is a key member of our team, responsible for building and maintaining strong relationships with current and potential members. This role requires a strong understanding of credit union processes, products, and services, as well as excellent communication and interpersonal skills.

Key Responsibilities

  • Build and maintain relationships with current and potential members to meet their financial needs and provide exceptional customer service.
  • Consult with members to understand their financial goals and objectives, and provide personalized recommendations for credit union products and services.
  • Process in-branch loan requests and uncover potential lending needs through conversations with members and credit report analysis.
  • Provide service and support to members over the phone, handling routine and complex requests with professionalism and discretion.
  • Conduct teller transactions accurately and efficiently, and assist with branch sales promotion campaigns as needed.

Requirements

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.
  • A high school degree or equivalent.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse personalities and cultures.
  • Strong analytical and problem-solving skills, with the ability to handle multiple priorities and deadlines.
  • Ability to work independently or as part of a team, with a high level of discretion and confidentiality.

Benefits

Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits, including a tuition reimbursement program. We are committed to fostering a diverse, equitable, and inclusive workforce and member base, where every individual can thrive and feel a sense of belonging.

Equal Employment Opportunity

Smart Financial Credit Union is an equal opportunity employer, committed to providing a workplace free from discrimination and harassment. We welcome applications from diverse candidates and are proud to be a Top Workplace in Houston and a Best Company to Work for in Texas.



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