Customer Relationship Manager

3 weeks ago


Portland, Oregon, United States iQ Credit Union Full time

We're seeking a Banking and Finance Specialist to join our team at iQ Credit Union As a key member of our banking operations, you'll have the opportunity to work with a variety of financial products and services, helping our members achieve their financial goals.

About the Job

The Banking and Finance Specialist is responsible for providing exceptional customer service, handling transactions, account relationships, and lending. You'll act as a knowledgeable advisor to members, helping them understand our products and services and how they can improve their financial well-being. Your primary goal will be to optimize members' credit union experience by identifying opportunities to improve their financial situation.

Key Responsibilities
  • Maintain a thorough understanding of the features and benefits of Credit Union services and products.
  • Help members open new accounts and develop new relationships using our Member Onboarding strategy.
  • Successfully cross-sell Credit Union services.
  • Meet specific performance objectives in customer service and operations.
  • Assist members with any questions or problems with their accounts, including research and correction of any errors.

Annual Salary Range: $41,000 - $54,000 based on 40 hours/week



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