Banking Relationship Manager
5 days ago
As a Customer Support Specialist, you will be responsible for providing exceptional service to our members by assisting with their financial needs, explaining services that meet their requirements, setting up new accounts, responding to problems, directing members to the appropriate personnel, and preparing loan documents.
Key Responsibilities:
- Assist members with opening and closing accounts, underwriting consumer loans up to the assigned amount per Credit Union policy, answering questions about products and services, and resolving problems within your authority.
- Identify cross-sell opportunities and cross-sell services to members.
- Maintain accurate records and prepare required reports, including compilation and assembly of loan documents into files for record keeping.
- Process and input data on the computer system.
- Serve as a liaison between members and various organizations and departments.
Why Join Our Team:
- Competitive salary of $20.50 per hour.
- Generous paid time off policy with increases in tenure.
- 401(k) plan with a 7% company match.
- Health, dental, and vision insurance, including a health savings account with employer contribution available.
- Life and disability insurance provided by the Credit Union, with optional supplemental coverage available.
- Opportunities for career growth and professional development.
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