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Relationship Specialist: Financial Guidance for Members
Job in
Bedminster, Somerset County, New Jersey, 07921, USA
Listed on 2026-08-13
Listing for:
Affinity-Federal-Credit-Union-1
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Affinity Federal Credit Union in Bedminster, NJ is hiring a Relationship Specialist to build member relationships and provide financial guidance. The role opens accounts, enrolls new members during initial consultations, processes applications, resolves issues, and follows up to ensure satisfaction with products and services.
Strong communication and interpersonal skills are essential; banking experience and CRM familiarity (Salesforce preferred) are valued.
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