Relationship Specialist

Team One Credit Union is seeking a full-time Relationship Specialist (aka Universal Banking Employee) for the Traverse City branch, located at 1202 Veterans Dr, Traverse City. This position is performed 100% onsite and offers a variety of responsibilities, from teller transactions to new accounts and consumer loans. The successful candidate will have a cheerful outlook, enjoy a dynamic team environment, and will thrive on learning a multitude of tasks.

• Greet members, log branch visits, and assist with appointment traffic.
• Daily requirement to be logged into phones for incoming member calls and outbound calls as assigned.
• Accurately process member transactions in a prompt, friendly manner.
• Balance cash drawer and assist with branch closing procedures on a regular basis.
• Promote Team One products/services and educate members about new offerings.
• Assist with ITM/ATM machine balancing and processing of night-drop transactions.
• Process forms and perform basic account maintenance.
• Establish new accounts, CDs, and IRAs.
• Perform all aspects of consumer loans (except decisions), from application to disbursement.
• Assist members with mobile app, online banking, bill pay, e-alerts, and other remote services.
• Safeguard member information and maintain confidentiality at all times.
• Inspire member trust by providing sound recommendations.
• Adhere to all operational, security, risk and regulatory policies and procedures.
• Other duties as assigned.

• Previous experience in a similar role within a financial institution (highly preferred).
• Ability and willingness to cross-sell (required).
• Unlimited availability Monday-Friday (required).
• Cash handling and customer service (required).
• ITM/ATM machine balancing and vault balancing procedures.
• Familiarity with consumer lending guidelines and required documentation.
• Working knowledge of electronic services and remote service offerings; ability to troubleshoot when necessary.
• Ability to read and interpret credit reports.
• Firm understanding of debt ratios.
• Willingness to obtain CCUFC (Certified Credit Union Financial Counselor) designation within the first six months of employment (required).

Starting wage will be dependent upon multiple factors including skills and experience
.

• Competitive salary and benefits package.
• Opportunity to make a significant impact on the growth and success of the institution.
• Collaborative and inclusive work environment.

Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.