Relationship Specialist

About the Organization Billion-dollar credit union serving nearly 80,000 members throughout California's beautiful Central Valley is looking to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit.

We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we are doing great things for the community we call home.

Description

Relationship Specialists are responsible for providing a complete range of services to Valley First Credit Union members including processing member transactions, opening/closing accounts, responding to loan inquiries, and assisting with functions relative to the daily operations of the Branch.

The Relationship Specialist works with members to identify needs and explain products/services with the goal of converting service opportunities into a relationship building events, provides solutions to satisfy members' financial needs, opens new deposit accounts, accepts consumer loans applications, and handles member deposit transactions. This position will also cross-sell or refer consumer, business, investment and mortgage products and services as well as service existing account relationships.

• Assesses and handles consumer member banking needs in a timely and professional manner.
• Opens and services accounts, processes consumer loan applications, and identifies cross-selling opportunities for new and existing members.
• Contacts potential and existing members to development new business by promoting Valley First services with the goal of expanding relationships and branch profitability.
• Maintains current knowledge of the credit union's products, services, and promotions as well as competitor's products.
• Displays exceptional member service and sales skills, internal service and partnership skills, and a professional attitude.
• Processes teller transactions in an accurate and timely manner (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable instruments)
• Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
• Provides support to all assigned areas of branch operations where service or assistance is needed.
• Makes sound judgements regarding member service and risk to the credit union, effectively balances both. Understands when to escalate a problem or situation to management for resolution.
• Looks for ways in which to complete tasks and duties in an efficient, cost-effective, and productive manner, without sacrificing excellent member service.
• Seeks out ideas to improve processes that will improve the member's experience and communicate those ideas to Branch Management
• Maintains accuracy and compliance in all account documentation.
• Minimizes risk of losses, including cash differences and other controllable losses. Ensures proper coverage of adherence to dual control.
• Maintains current knowledge of all Federal and State laws and regulations, along with the credit union's policies and procedures.
• All other duties assigned.

Pay Range and

Schedule:

• This position is a Tier 6, with a pay rate ranging from $22.00- $27.00 per hour
  • The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
  • The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
  • This…