Financial Partnerships Specialist

6 days ago


Port Townsend, Washington, United States Peninsula Credit Union Full time

We are seeking a highly skilled Financial Partnerships Specialist to join our team at Peninsula Credit Union. As a key member of our financial services team, you will be responsible for developing and maintaining strong relationships with our members, providing expert guidance on their financial needs, and promoting our credit union products and services.

This is an exciting opportunity to work in a dynamic environment where you will have the chance to make a real difference in people's lives. Our ideal candidate will possess excellent communication and interpersonal skills, as well as a passion for delivering exceptional customer service.

About the Role

As a Financial Partnerships Specialist, you will be responsible for:

  • Providing personalized financial solutions to our members, including deposit and consumer loan accounts, business accounts, safe deposit boxes, collections, and wires.
  • Developing and implementing effective sales strategies to promote our credit union products and services.
  • Collaborating with internal teams to ensure seamless delivery of financial services to our members.
Requirements

To be successful in this role, you will need:

  • A proven track record of delivering excellent customer service in a financial services environment.
  • Strong communication and interpersonal skills, with the ability to build rapport with members and colleagues alike.
  • The ability to think creatively and develop innovative solutions to meet the financial needs of our members.
  • Experience with cash handling and sales, preferably in a credit union or banking environment.
What We Offer

In return for your hard work and dedication, we offer a competitive salary package, including:

  • A generous base salary of $55,000 - $65,000 per year, depending on experience.
  • Ongoing training and development opportunities to help you grow in your career.
  • A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • The chance to work in a dynamic and supportive team environment, where you can make a real difference in people's lives.


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