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Client Relationship Specialist

2 months ago

Raleigh, North Carolina, United States Coastal Credit Union Full time
Position Overview

Job Title: Client Relationship Specialist (role varies with experience level)

Location: Remote - North Carolina


Your Contribution:

As a Client Relationship Specialist, you will leverage your engaging personality to foster connections with our members, serving as their trusted advisor in fulfilling their financial objectives. You will utilize your drive for success, technical expertise, and innovative problem-solving skills to ensure a positive experience for members during phone interactions or in-branch visits.

Your anticipated contributions include:

  • Creating, executing, and assessing your personalized action plan to meet individual, branch, and organizational sales and service targets.
  • Fostering a collaborative environment by aligning with branch objectives and Coastal's strategic initiatives.
  • Applying your skills to enhance branch performance metrics, thereby boosting member loyalty and achieving a premier Net Promoter Score.
  • Assisting members in achieving their financial aspirations by identifying their needs and recommending suitable products or services.
  • Evaluating financial and credit data to suggest financial planning services, authorize loans, or refer to business partners as necessary.
  • Disbursing Credit Union funds in accordance with established lending guidelines, ensuring all documentation is accurately completed to uphold collateral integrity and compliance with federal regulations.

To excel in this position, you should be:

  • A creative thinker who enjoys discovering innovative methods to surpass goals.
  • A personable individual eager to meet new clients, cultivate authentic relationships, and act as their financial consultant.
  • A problem-solver who finds fulfillment in addressing concerns and seeing them through to resolution.
  • Detail-oriented and comfortable managing confidential information.
  • Knowledgeable about the legal aspects associated with a career in finance and lending.

Qualifications:

Experience:

  • A minimum of one year in a retail financial institution role focused on achieving individual sales targets; or a relevant college degree.
  • Preferred experience in account management and customer service.
  • Desirable background in processing auto loans, credit cards, and equity loans.

Education: A related bachelor's degree is preferred.


For consideration, please ensure your resume reflects the above qualifications.


Coastal Federal Credit Union is dedicated to providing reasonable accommodations to applicants with disabilities. If you require assistance or accommodations during the application process, please reach out to our HR department. Each request will be evaluated on an individual basis.


"We strive to cultivate a workplace and company culture where every individual feels acknowledged and valued, appreciated for their unique backgrounds, experiences, and perspectives. Ultimately, it is essential that everyone who joins our team feels integral and empowered to bring their authentic selves to work each day. Building an inclusive culture means fostering an environment where everyone can thrive and succeed together."

-Tyler Grodi, CEO


VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans