Relationship Specialist

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Administrative Support Workers Perinton, Fairport, NY, US

15 days ago Requisition

Salary Range: $23.50 To $24.00 Hourly

STATUS: Full time / Non-Exempt

REPORTS TO: Branch Manager

LOCATION: Perinton Branch

COMPENSATION: The starting hourly wage for this position is expected to be between $23.50 - $24.00 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.

HOURS: 37.5 hours per week

SCHEDULE: Hours may vary based on the following branch hours:
Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30.

Must be available to work 2-3 Saturdays per month. Hours may vary based on current or future business needs.

The primary function of the Relationship Specialist is to assist new and existing members with their immediate, short term and long-term financial needs/goals through exceptional service and problem solving. This position regularly combines all aspects of member services, account opening functions, as well as, actively involving other member contact departments (consumer lending, mortgage, investment and retirement services) and support/back-office staff to fulfill member needs.

The successful incumbent is flexible enough to greet/welcome incoming members, act as a financial services consultant and perform teller transactions.

• Deliver extraordinary member service by demonstrating and maintaining exceptional knowledge and expertise of all financial products and services, as well as, providing highly effective resolution of member issues.
• Develop loyal member relationships by identifying and understanding needs, providing sound advice and tailoring the right financial solutions. Create the member experience by providing a positive image and maintaining all member service standards.
• Promote the Credit Union’s products and services and deepen relationships by tailoring the best solution for members through appropriate sales activities (member needs assessments, onboarding and follow-ups, outbound calling, etc.).
• Develop and maintain strong partnerships and ongoing referrals to other lines of business (ie: Mortgage, Retirement and Investment Services, Consumer Lending, etc).
• Connect members to the new branch persona, by greeting/welcoming members, facilitating their physical orientation to the branch and guiding them on the usage of technology (teller pod, iPads, mobile applications, website loan applications, etc.).
• Participate in branch sales and promotion programs. Actively participate in branch sales development meetings. Champion the opportunity to cross-sell. Ask for business referrals from satisfied members and attain personal sales goals.
• Responsible for opening new deposit accounts, originating loan applications, processing loan closings, opening certificate accounts and processing renewals in accordance with the Credit Union’s and regulatory policies and procedures.
• Assist branch management in all operations matters including, but not limited to, compliance, policies and procedures, balancing, cash ordering, replenishments and maintenance, branch audits, monthly tracking reports and member service issues.
• Promptly research and resolve member questions, problems and complaints by telephone, through written correspondence or face-to-face/in-person.

• Respect and support others by providing training and cross-training to other branch associates as needed.
• Demonstrate initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements
• Actively learn, demonstrate and foster the Credit Union’s Creating Member Loyalty program values and culture.
• Notarize documents when needed.
• Participate in any special projects or other duties, as assigned by management.

Education/

Experience:

An equivalent combination of the following:

• High School Diploma/Equivalency required.
• Notary designation…