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Relationship Development Specialist

2 months ago

Prescott Valley, Arizona, United States Desert Financial Credit Union Full time
About the Role

We are seeking a highly skilled Relationship Development Specialist to join our team at Desert Financial Credit Union. As a key member of our team, you will be responsible for maintaining and deepening financial relationships with our members by providing exceptional service and expert advice.

Key Responsibilities
  • Build and Maintain Member Relationships: Conduct thorough consultative analyses of member financial profiles to identify solutions and make recommendations on products and services that will strengthen their financial situation.
  • Deliver Exceptional Member Experiences: Provide personalized service and expert advice to members to ensure their financial needs are met.
  • Meet Performance Metrics: Consistently achieve or exceed pre-determined monthly performance metrics by maintaining a thorough knowledge of our products and services.
  • Manage Referral Base and Pipeline: Build and maintain a strong referral base and pipeline of new and existing members through internal and external outreach programs.
  • Perform Transactions and Maintain Knowledge: Perform transactions, including withdrawals, deposits, check cashing, loan payments, and account maintenance, while maintaining a thorough knowledge of federal regulations and policies.
Requirements
  • Education: High School Diploma or GED required.
  • Experience: 1+ years of experience in sales and service.
  • Skills: Exemplary organizational, problem-solving, and verbal and written communication skills; excellent time management skills; strong mathematical and logic skills; ability to connect and build rapport quickly.
  • Bonus Points: Cash handling experience; previous financial institution experience; ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS); and to be registered and serve as a Notary Public.
About Us

We are a leader in the local credit union space, and we are growing rapidly. We have a culture focused on smarts, kindness, continuous learning, and our people love it. A full 93% of our employees would recommend us to their friends. We are proud to be an equal opportunity employer and value diversity at our company.