Current jobs related to Senior Client Relationship Specialist - Charlotte, North Carolina - Truliant Federal Credit Union

  • Client Relationship Specialist

    4 weeks ago

    Charlotte, North Carolina, United States Charter Communications Full time

    Job SummaryThe Client Relationship Specialist is a key member of our team, responsible for delivering exceptional customer service and building strong relationships with our clients. This role requires a high level of communication and interpersonal skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesProvide exceptional...

  • Client Relationship Specialist

    1 week ago

    Charlotte, North Carolina, United States Spectrum Full time

    Job SummaryThe Client Relationship Specialist is a key player in delivering exceptional customer experiences for Spectrum Bulk customers. This role involves leveraging strategic initiatives to enhance customer lifetime value, alleviate escalated concerns, and drive renewals for out-of-contract customers.As a Client Relationship Specialist, you will execute...

  • Commercial Client Specialist Team Lead

    1 week ago

    Charlotte, North Carolina, United States Truist Inc Full time

    Job SummaryThe Commercial Client Specialist Team Lead is a senior leadership role responsible for managing and leading a team of Commercial Client Specialists. The successful candidate will have a proven track record of sales and leadership experience, with a strong understanding of commercial banking products and services.Key ResponsibilitiesManage and lead...

  • Client Relationship Specialist

    3 days ago

    Charlotte, North Carolina, United States Spectrum Full time

    Job SummaryThe Client Relationship Specialist is a key member of our team, responsible for delivering exceptional customer service to our bulk customers. This role requires a service-minded individual who can provide best-in-class support and maximize opportunities to enhance customer lifetime value.Key ResponsibilitiesAct as a single point of contact for...

  • Senior Relationship Manager

    7 days ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Senior Relationship Manager - Global Commercial BankingAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a Senior...

  • Client Relationship Manager

    2 months ago

    Charlotte, North Carolina, United States United Community Bank Full time

    Job SummaryThe Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Bank in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship.Key ResponsibilitiesServices customers by providing detailed information and addressing account serving needs.Assists...

  • Client Relationship Manager

    3 weeks ago

    Charlotte, North Carolina, United States Spectrum Full time

    Job SummaryThe Client Relationship Specialist is a key member of our team, responsible for delivering exceptional customer service to our bulk customers. This role requires a service-minded individual who can provide best-in-class support, maximize opportunities to enhance customer lifetime value, and execute strategies to balance saving bulk customers with...

  • Senior Insurance Solutions Specialist

    2 weeks ago

    Charlotte, North Carolina, United States American Senior Benefits Full time

    About American Senior BenefitsWe are a leading provider of insurance solutions for seniors, dedicated to serving those in need of insurance. Our hybrid business model allows us to offer a custom solution that fits better, with a vast product portfolio from best-in-class carriers and rapid growth and success in 175 nationwide locations.Job SummaryWe are...

  • Senior Insurance Solutions Specialist

    2 weeks ago

    Charlotte, North Carolina, United States American Senior Benefits Full time

    About American Senior BenefitsWe are a leading provider of insurance solutions for seniors, dedicated to serving those in need of insurance. Our hybrid business model allows us to offer a custom solution that fits better, with a vast product portfolio from best-in-class carriers and rapid growth and success in 175 nationwide locations.Job SummaryWe are...

  • Senior Relationship Manager

    2 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Senior Relationship Manager - Global Commercial BankingAt Bank of America, we are committed to helping our clients achieve their financial goals through the power of every connection. As a Senior Relationship Manager - Global Commercial Banking, you will play a critical role in building and maintaining relationships with our most complex and...

  • Senior Relationship Manager

    7 days ago

    Charlotte, North Carolina, United States PNC Full time

    Job OverviewPNC is seeking a highly skilled and experienced Relationship Manager III to join our Commercial Banking team in Charlotte, NC. As a trusted advisor, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop...

  • Senior Client Partner

    3 weeks ago

    Charlotte, North Carolina, United States Endava Full time

    Job DescriptionAt Endava, we are seeking a highly skilled and experienced Senior Client Partner to join our Commercial team. As a key member of our organization, you will be responsible for driving business growth, managing partnerships, and providing industry subject matter expertise and advisory to both clients and internal teams.Key...

  • Senior Business Development Specialist

    7 days ago

    Charlotte, North Carolina, United States Clark Nexsen Full time

    Senior Business Development SpecialistClark Nexsen is seeking a Senior Business Development Specialist to extend the reach of our practice in the Charlotte market. This role will be responsible for discovering and exploring new business opportunities, maintaining existing client relationships, and developing client relationships and business operations.Key...

  • Senior Business Relationship Manager

    4 weeks ago

    Charlotte, North Carolina, United States Wells Fargo Full time

    Job SummaryWe are seeking a highly skilled Senior Business Relationship Support Specialist to join our team at Wells Fargo. As a key member of our leadership team, you will be responsible for managing a complex portfolio of customers and working closely with relationship managers and customer support managers to ensure exceptional customer experience.Key...

  • Client Relationship Executive

    2 months ago

    Charlotte, North Carolina, United States Travis Snider - State Farm Agent Full time

    Join Our Team at Travis Snider - State Farm AgentAre you passionate about providing exceptional service and building strong client relationships? At Travis Snider - State Farm Agent, we are looking for a dedicated individual to fill the role of Client Relationship Executive, where you can grow your career in the insurance sector.Position SummaryAs a vital...

  • Insurance Sales Specialist

    2 days ago

    Charlotte, North Carolina, United States American Senior Benefits Full time

    Protecting Retirement Income, Empowering CommunitiesAt American Senior Benefits, we're dedicated to helping seniors safeguard their financial well-being. As an Insurance Sales Specialist - Community Advocate, you'll play a vital role in educating and supporting our community members in making informed decisions about their retirement...

  • Global Corporate Trust Client Relationship Manager

    4 weeks ago

    Charlotte, North Carolina, United States U.S. Bank Full time

    Job SummaryWe are seeking a skilled Corporate Trust Client Relationship Specialist to join our team at U.S. Bank. In this role, you will be responsible for developing and maintaining relationships with Corporate Trust clients, managing the value of these relationships to the organization, and providing quality service based on client needs, wants, and...

  • Client Relationship Manager

    3 days ago

    Charlotte, North Carolina, United States ARI Full time

    Aim is a consulting firm dedicated to empowering employees and promoting a diverse work environment. We are seeking an entry-level professional to train as the first point of contact for consumers.Key Responsibilities:Establish long-lasting business relationships with clients through follow-up meetings and problem-solving.Achieve sales targets by executing...

  • Senior Relationship Manager II

    4 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title:Sr Relationship Manager II-Client Services Specialist-Global Market OperationsJob Summary:As a key member of our Client Services team, you will play a critical role in ensuring seamless settlement operations for our Fixed Income Prime Broker clients. Your expertise will be instrumental in resolving trading issues in a timely and efficient manner,...

  • Client Engagement Specialist

    2 months ago

    Charlotte, North Carolina, United States The Charles Schwab Corporation Full time

    About The Charles Schwab CorporationAs a **Client Relationship Specialist**, you will play a pivotal role in fostering robust connections with our esteemed clients through outstanding service and financial acumen.Your responsibilities will include:**Understanding Client Needs**: Engage with clients to identify their requirements and offer customized...

Senior Client Relationship Specialist

2 months ago

Charlotte, North Carolina, United States Truliant Federal Credit Union Full time

At Truliant Federal Credit Union, our mission is to enhance the lives of our members by prioritizing their needs, delivering exceptional service, and offering clear financial solutions. Our foundational values—Member Focus, Service, Guidance, Relationships, and Community—shape our interactions with members as we strive to fulfill our mission.

Commitment to Our Team: We aim to create a workplace where all team members feel appreciated, empowered, and recognized for their contributions.

Role Overview

The Senior Client Relationship Specialist plays a crucial role in addressing the financial requirements of our member-owners with precision and care, fostering strong connections that align with the Credit Union's goal of enhancing our members' financial well-being and establishing ourselves as their trusted financial ally. This position encompasses a variety of responsibilities within the Branch, including executing teller transactions, facilitating loans, managing account openings and maintenance, and overseeing savings and investment products, alongside other operational duties and leadership tasks. The Senior Client Relationship Specialist will guide members from their initial inquiry through to the successful completion of their transactions or service needs. Daily responsibilities will vary based on member requirements, necessitating a seamless transition between teller and platform services. This role also serves as a positive example for all staff, upholding the organization's mission to meet the financial needs of our member-owners. Additionally, the Senior Client Relationship Specialist will provide leadership and oversight in the absence of a Manager.

Key Responsibilities

  • Engages with members and mentors the Relationship Banker role to assess current and future financial objectives through comprehensive guidance and credit evaluations, offering solutions with Credit Union deposit, loan, and ancillary products and services. Ensures consistent adherence to Credit Union service standards during every member interaction, including basic issue resolution. Identifies quality referrals to other business units such as Business Services, Mortgage, and Truliant Financial Advisors.
  • Maintains confidentiality and integrity while managing member accounts.
  • Complies with all Credit Union and security policies, assisting the Branch Manager in ensuring staff members apply appropriate skills to mitigate loan and fraud losses.
  • Handles all teller transactions as needed and is capable of balancing cash dispensing machines, transaction currency recyclers, ATMs, and vaults.
  • Conducts all member service operations, including initiating new accounts and establishing relationships through knowledge of products and services beneficial to the member.
  • Provides comprehensive information on all deposit and loan offerings to member-owners, including mortgages, service agreements, and business service requests.
  • Manages the loan and deposit pipeline to ensure timely follow-up and converts leads into successful outcomes.
  • Understands the IRA processes and products available, opening and maintaining all IRA accounts.
  • Conducts outbound guidance calls to member-owners.
  • Represents the Credit Union through visits to Business Partners and participation in other Credit Union functions.
  • Implements the Branch's strategy to achieve goals and objectives, including member service scores, loan production, deposit growth, new member acquisition, and referrals to partner lines of business.
  • Investigates and resolves member account issues while maintaining integrity, discretion, and confidentiality in challenging situations.
  • Assists Management in ensuring that all Branch cash audits are performed efficiently, accurately, and consistently.
  • Supports the Branch Manager in ensuring that staff members effectively control and minimize loan and fraud losses, verifying adherence to Credit Union balancing standards.
  • Ensures team members comply with all Credit Union and security policies, communicating any changes in operational procedures.
  • Schedules operations to guarantee adequate staff coverage during service hours, assigning projects to team members and confirming task completion.
  • Balances and audits ATMs, vaults, cash dispensing machines, and transaction currency recyclers in accordance with Credit Union policy, ensuring daily processing and management of the Night Depository. Balances vault cash daily and reconciles errors as necessary, maintaining cash levels within established limits.
  • Establishes clear objectives, behaviors, and actions for each employee, providing regular communication and coaching. Monitors progress and tracks results, offering coaching, training, or remediation as needed.
  • Assists the Manager in evaluating performance standards and expectations of team members to ensure effectiveness and accountability.
  • Responds to security and audit findings, monitoring operations to ensure compliance.
  • Actively participates in the recruitment, hiring, and training of employees, assisting in planning, assigning, and directing work, evaluating performance, addressing complaints, and resolving issues.

Additional Responsibilities

  • Assists with various tasks and projects as assigned.

Knowledge, Skills, and Abilities

  • Flexibility to assist members with diverse needs in various capacities throughout the day.
  • Strong understanding of standard concepts, practices, procedures, regulations, and compliance within the financial services sector.
  • Exceptional interpersonal and coaching skills; ability to engage with diverse personalities; tactful, mature, flexible, and compassionate.
  • Excellent communication skills in English, both verbal and written.
  • Strong arithmetic skills.
  • Basic personal computer proficiency.
  • Knowledge of advanced products and services.
  • Proficient in service recovery concepts to enhance member satisfaction.
  • Understanding of basic credit underwriting principles.
  • Must hold a Notary appointment or obtain Notary status within three months of hire.
  • Trained in Branch Lending.
  • Ability to comprehend all business processes within the Credit Union.
  • Detail-oriented and well-organized.
  • Ability to work in a general office environment.
  • Flexibility to adjust resources and priorities as necessary.
  • Ability to resolve member complaints and coach others effectively.
  • Ability to perform well under pressure in a goal-oriented environment.
  • Strong commitment to providing excellent service to Truliant's members.

Physical Requirements

  • Frequent standing, walking, and bending required.
  • Ability to sit at a desk for moderate periods and use a computer.
  • Ability to lift or move up to 5 pounds frequently and occasionally lift or move up to 10 pounds.

Education and Background

  • High School Diploma or equivalent required.
  • Strong interpersonal skills required.
  • College Degree preferred.
  • A minimum of 5+ years of relevant experience in the retail or financial services industry required.
  • Previous sales experience required.
  • Previous lending experience required.
  • Previous leadership experience preferred.
  • Previous sales experience preferred.

We value individuals who are passionate about member service and seek a meaningful career with opportunities for growth.

As part of the Truliant family, you will enjoy a comprehensive benefits package, including:

  • No-cost employee medical, dental, and vision coverage.
  • Prescription benefits (including mail order).
  • Paid holidays and Paid Time Off (PTO).
  • 401(k) plan with contribution matching.
  • Retirement/pension plan.
  • Paid community involvement volunteer hours.
  • Paid group life insurance.
  • Teammate loan discounts.
  • Tuition reimbursement.
  • Short and long-term disability.
  • Health & wellness program.
  • Telehealth services.
  • Onsite fitness facilities or health club reimbursement.
  • Employee Assistance Program (EAP).
  • Medical flexible spending account.
  • Dependent care flexible spending account.