Client Relationship Specialist
2 weeks ago
Join Our Team at Third Federal Savings and Loan Association
At Third Federal, recognized for five consecutive years as one of America’s Best Companies to Work For by Fortune magazine, we seek individuals who are passionate about assisting customers in achieving their financial aspirations and securing their future. We prioritize the well-being and professional growth of our associates, fostering a supportive environment that values health and wellness.
Why Choose Third Federal?
We offer a welcoming, customer-focused workplace, competitive compensation, a comprehensive benefits package, and ample opportunities for career advancement. Our stability is reflected in our workforce, with nearly 15% of our associates having dedicated over 25 years to our mission. In our 80-year history, we have maintained a commitment to job security.
Position Overview
As a Client Relationship Specialist, you will be an integral part of our Retail Branch team, engaging with customers to facilitate banking transactions across various platforms, including Teller services and phone interactions.
Key Responsibilities:
- Assist customers in opening various types of accounts, including checking, savings, and certificates of deposit.
- Process applications for equity lines of credit and loans while addressing customer inquiries effectively.
- Collaborate with team members to ensure a seamless banking experience for all clients.
Qualifications:
- A minimum of 6 months of recent experience in a Retail Banking environment.
- At least 2 years of experience in a retail branch, focusing on new account setups and customer issue resolution.
- Experience with conventional first mortgages is advantageous.
- Exceptional customer service skills, demonstrating professionalism and a positive demeanor.
- High School diploma or equivalent is required.
- All candidates must meet the essential qualifications outlined.
Third Federal is an Equal Opportunity and Affirmative Action Employer. We welcome applications from all qualified individuals without regard to race, color, ethnicity, religion, sex, national origin, gender identification, sexual orientation, disability, or veteran status.
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