Client Relationship Specialist

2 weeks ago


Allen, Texas, United States InTouch Credit Union Full time
Job Overview

Join InTouch Credit Union as a Personal Financial Assistant in a dynamic and customer-oriented environment. We are seeking a dedicated individual who thrives in a fast-paced setting and is committed to delivering exceptional service to our members.

Compensation

The compensation for this position ranges from $19.08 to $20.14.

Work Schedule

This role requires availability from Monday to Friday, 8:15 a.m. to 5:15 p.m., with rotating Saturdays from 8:30 a.m. to 12:45 p.m. Additional compensation is provided for Saturday hours worked.

Key Responsibilities
  • Welcome members and visitors with professionalism and warmth, ensuring a positive first impression.
  • Assess members' financial needs through open-ended questions and recommend suitable products and services.
  • Engage with potential members and community organizations to promote our offerings.
  • Participate in community events to foster relationships and enhance brand awareness.
  • Achieve and surpass sales and service objectives.
  • Collaborate with branch leadership and staff to maintain exceptional service standards.
  • Address member inquiries and concerns promptly to strengthen relationships.
  • Identify opportunities for cross-selling to enhance member experiences.
  • Stay informed about operational procedures and regulatory requirements.
  • Adapt to changing branch schedules, including occasional evening hours and multiple Saturdays per month.
Employment Conditions

All employment offers are contingent upon successful completion of a credit check, pre-employment drug screening, and fingerprint submission as per state and federal regulations.

Equal Opportunity Employment

InTouch Credit Union is committed to equal employment opportunities and does not discriminate based on race, religion, color, sex, age, disability, military status, sexual orientation, gender identity, or any other protected status.

Qualifications
  • Education: High school diploma or equivalent required.
  • Certification: Mortgage Loan Originator (MLO) registration with NMLS is mandatory.
  • Experience: Minimum of one year in the financial sector is required, with customer service experience preferred.
  • Skills: Proficiency in Microsoft Office and basic software applications; understanding of compliance regulations is essential.
Physical Requirements

This position involves various physical activities, including standing or sitting for extended periods, lifting up to 10 pounds, and maintaining visual acuity. Reasonable accommodations may be made for individuals with disabilities.



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