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Client Relations Specialist

2 months ago

Gainesville, Florida, United States Florida Credit Union Full time
Job Overview

Location
Branch Office

Employment Type
Full Time

Position Summary:

As a dedicated Client Relations Specialist, you will serve as the primary liaison for our members, addressing inquiries, requests, and concerns with professionalism and care. Your role is crucial in identifying and providing tailored financial solutions that align with our members' needs, all while adhering to the policies and objectives set forth by our management team.

About Florida Credit Union:

At Florida Credit Union, we prioritize the well-being of our members and strive to enhance their financial lives. Joining our team means becoming part of a supportive and collaborative workplace that values your growth and development. We offer comprehensive training, competitive benefits, and opportunities for career progression.

Key Responsibilities:
  • Conducting thorough loan interviews and gathering essential credit history and relevant information from members.
  • Evaluating loan applications based on members' financial profiles, including assets, liabilities, and credit history.
  • Effectively communicating loan options, credit requirements, interest rates, and necessary documentation to ensure a clear understanding for members.
  • Promoting additional credit union services and providing guidance as needed.
  • Processing various applications, including membership, checking accounts, IRAs, and online banking services.
  • Addressing member inquiries, resolving discrepancies, and ensuring accurate record-keeping.
  • Adhering to compliance regulations, including OFAC and the Bank Secrecy Act.
Qualifications:
  • A Bachelor's degree coupled with three to four years of relevant experience or training.
  • An equivalent combination of education and experience may also be considered.
Required Certifications:
  • Valid Driver's License.