Client Relationship Associate

2 weeks ago


Chico, California, United States Self-Help Full time

Member Service Specialist - Universal Banker

Job Category: Branch Operations

Position Overview:

As a vital member of our team, you will act as a bridge between our members and the credit union, ensuring exceptional service in our branch.

Key Responsibilities:

  • Welcome members and guests with a warm and friendly demeanor.
  • Advocate for our credit union's offerings and assist members in understanding our products.
  • Facilitate the opening of new membership accounts.
  • Process personal loans efficiently and accurately.
  • Address member inquiries and resolve any issues that arise.
  • Conduct account transactions and maintain accurate records.

Qualifications and Skills:

  • High school diploma or equivalent required.
  • 3-5 years of experience in banking or customer service roles.
  • Proven ability to build strong relationships with clients.
  • Familiarity with financial data analysis and reporting.
  • Strong problem-solving abilities and attention to detail.
  • Effective organizational and prioritization skills.
  • Excellent communication and interpersonal skills.

Physical Requirements:

  • Ability to perform manual tasks and repetitive motions.
  • Occasional lifting of items up to 40 pounds.

Compensation:

We offer a competitive salary along with a comprehensive benefits package.

Company Overview:

Self-Help Federal Credit Union is dedicated to serving working families and underserved communities.

With over $1.6 billion in assets, we are committed to creating and safeguarding ownership and economic opportunities for all.



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