Relationship Specialist

1 month ago


Orange, New Jersey, United States The Summit Federal Credit Union Full time
Job Description

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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