Relationship Specialist

Do you want to work for a company that:

• Supports you both personally and professionally?
• Treats you like family?
• Allows you to bring your baby to work?
• Pays down your student loan debt?
• Pays you extra for your ideas?
• Provides paid time off for you to volunteer?
• Has an award winning program in employee engagement?

If you answered “yes” to any of those questions, then Electro Savings Credit Union may be the place for you!

***To apply for this position please copy the below link to a new window.***

https://www.ondemandassessment.com/link/index/JB-P069BRNPB?u=87404

Well established credit union is seeking candidates for a Relationship Specialist at our St. Peters location. The role of the Relationship Specialist is to assist members in a variety of services including but not limited to opening, maintaining and closing accounts, taking, processing and closing loan request. Listening to members needs and offering smart financial solutions via credit union products and services.

Major Duties and Responsibilities:

• Assists members with opening, maintaining and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their manager, along with their recommendations. Responsible for servicing member with online and digital requests. To process loans from application to disbursement. Identifies referral opportunities and cross-sell services to members.
• Actively and professionally refer credit union services. Perform outbound calls and emails to members regarding available products and promotions. .
• Achieving retail goals and performance standards given by the credit union.
• Process member transactions. Research and resolve complaints regarding transactions while fulfilling member needs to ensure member satisfaction. Assume responsibility for establishing and maintaining effective, professional business relationship with members. Ensuring you keep members informed of Credit Union services and policies. Ensure that member’s problems or questions are courteously and promptly resolved. Follow-up is provided as needed.
• Follow credit union policies, procedures, mission and values. Understand and follow the laws and regulations related to the role. Understand the concept of negotiable instruments, endorsements, collected funds, check holds, and when a check may be safely cashed.
• Support overflow needs both within and outside of department as time allows.
• Performs other related duties as assigned.

Qualifications:

Experience: 1 -2 years of similar or related experience in banking/financial industry.

Credit union experience preferred.

Education: High school education or GED

Other skills: Excellent communication and member service skills. Professional appearance, dress, and attitude. Attention to detail and time management skills. Be receptive to learning new task, recognize the steps necessary to get the job done, and show initiative in looking for ways to improve processes/duties and assist others. Ability to work independently and as a part of a team. Basic Microsoft Office Suite experience.

***To apply for this position please copy the below link to a new window.***

https://www.ondemandassessment.com/link/index/JB-P069BRNPB?u=87404

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday
• Weekends as needed

Work setting:

• In-person
• Office

Work Location: In person