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Client Relations Specialist

2 months ago

East Setauket, New York, United States Island Federal Credit Union Full time
Position Overview

Island Federal Credit Union is in search of a committed Client Relations Specialist to enhance our team. In this role, you will be instrumental in delivering outstanding support to our clients, addressing their financial requirements, and advocating for our credit union's offerings.

Primary Duties:
  • Assess client accounts and credit histories to uncover chances for promoting additional services and products
  • Accurately and promptly process loan and membership requests
  • Manage client inquiries and resolve concerns with professionalism
  • Conduct various transactions including deposits, withdrawals, and fund transfers
  • Remain informed about the electronic services available through the credit union and guide clients in utilizing them
  • Comply with security protocols and credit union regulations
Qualifications:
  • High school diploma or equivalent
  • Previous experience in sales and as a teller
  • Strong communication and organizational abilities
  • Capability to operate efficiently with minimal oversight
  • Possession of a Notary Public license and NMLS registration
Compensation and Perks:
  • Comprehensive Medical, Dental, and Vision Plans
  • 401-K Plan with Employer Contribution
  • Employer-Funded Pension Scheme
  • Life Insurance and Annual Bonus Opportunities