Relationship Specialist
Listed on 2026-06-27
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service, Bilingual
Are you seeking a financial institution career and not just a job? Do you find joy in helping others? Not into working evenings or weekends? If so, we may have the perfect opportunity for you!
Team One Credit Union is seeking a full-time Relationship Specialist (aka Universal Banking Employee) for the Flint branch, located at 606 Stevens St. 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.
Key Responsibilities- Greet members, log branch visits, and assist with appointment traffic.
- 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).
- Competitive salary and benefits package.
- Opportunity to make a significant impact on the growth and success of the institution.
- Collaborative and inclusive work environment.
Starting wage will be dependent upon multiple factors including skills and experience.
Team One Credit Union is an equal opportunity employer.
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