Relationship Specialist

Job Description Summary

Provides administrative and operational support for the Financial Consultants in the Investments & Insurances department. Serves as liaison for the members by conducting inbound and outbound calls, scheduling appointments, performing account set‑up and file maintenance, and coordinating referral activities.

• Coordinates brokerage office activities in support of the Financial Advisor sales force to provide meaningful activity and organizational support.
• Works with member/clients or prospects to address account issues; problem resolution; paperwork and documentation completion and deficiency resolution (NIGOs) as needed or instructed; handling of member/client requests.
• Assists in coordinating client events; preparation of marketing and seminar materials and supports the advisors’ efforts to market to clients and prospects; works with LPL to ensure that all marketing, client communication and seminar materials have been submitted and approved.
• Maintains a working knowledge of all Redstone products and services to generate referrals to and from all business lines of the Credit Union.
• Prioritizes calling efforts to meet weekly appointment goals; schedules annual reviews; follows up on direct mail campaigns; resolves paperwork deficiencies; follows up on members/clients and other assigned calling activities which could be wide in scope.
• Greets members; assesses their needs and concerns; provides general account information; documents and processes requests for new products and services.
• Coordinates referral tracking and reporting for assigned investment products.
• Documents and processes departmental work, including but not limited to verifying for accuracy and completeness, performing research, scanning and filing documents and other materials, retrieving and releasing documents and records.
• Performs specialized data entry to prepare a variety of standard materials, documents and reports; updates computer records and databases; completes and processes standard forms related to areas of responsibility.
• Coordinates referral tracking program and reporting.
• Operates computers, scanners, copiers, optical imaging, mail and other related standard office and processing equipment.
• Maintains records of work performed; assists in maintaining an inventory of supplies for the department.

Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics. Delivers friendly, caring service to internal and external members. Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures. Follows all physical and online security procedures and maintains strict confidentiality of all member information.

Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services. Works scheduled hours and maintains punctuality. Performs other related duties as assigned or requested.

High School Diploma/GED; 2 Years Financial Industry Experience; prior brokerage or wire house administrative experience preferred.

• Effectively applies internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction.
• Learn and apply information on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions.
• Resolve problems utilizing advanced knowledge and experience.
• Communicates in a professional manner and delivers information clearly and effectively.
• Actively listens to questions, opinions and ideas of others.
• Uses tact and diplomacy in sensitive and confidential situations.
• Uses correct English including spelling, grammar and punctuation.
• Operates computers and uses business software and other standard office equipment.
• Understands and follows written and oral instructions.
• Sets priorities and manages one’s own time effectively.

Intermittent standing, sitting, walking, bending and climbing. Using hands repetitively to handle, feel or operate computers and other standard office equipment. Reaching with hands and arms. Intermittent lifting and carrying up to 25 pounds.

Works in a general office environment.

Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability. We are proud to be a Drug-Free and Tobacco Free Workplace.