Relationship Specialist
1 month ago
Job Summary: We are seeking a highly skilled Relationship Specialist to join our team at The Summit Federal Credit Union. As a key member of our Cortland Branch, you will be responsible for delivering exceptional member service, building strong relationships, and promoting our financial products and services.
Key Responsibilities:
- Provide exceptional member service by demonstrating expertise in all financial products and services.
- Develop loyal member relationships by identifying and understanding their needs, providing sound advice, and tailoring the right financial solutions.
- Promote our products and services, deepen relationships, and tailor the best solution for members through appropriate sales activities.
- Develop and maintain strong partnerships and ongoing referrals to other lines of business.
- Connect members to our new branch persona, guiding them on the usage of technology and facilitating their physical orientation to the branch.
- Participate in branch sales and promotion programs, actively participating in sales development meetings and championing cross-selling opportunities.
- Responsible for opening new deposit accounts, originating loan applications, processing loan closings, and opening certificate accounts in accordance with our policies and procedures.
- Assist branch management in all operations matters, including compliance, policies, and procedures, balancing, cash ordering, replenishments, and maintenance.
- Promptly research and resolve member questions, problems, and complaints by telephone, written correspondence, or face-to-face.
Requirements:
- High School Diploma/Equivalency required.
- Notary designation preferred.
- Minimum two - three years' prior Sr. Teller/MSS experience.
- Completion of Creating Member Loyalty core curriculum and Advanced Product Knowledge.
- Excellent knowledge of our policies and procedures.
Working Environment:
- Requires arm, hand, and fingers for use in operating job-related equipment.
- Must be able to walk/stand for extended periods of time.
- Occasional lifting required.
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