Member Relationship Advisor

UK Credit Union; Catnip (KY); On-site; USD 42,000 - 64,000; Full time

Job summary

UKFCU in Kentucky is seeking a Relationship Specialist to deliver financial services, guide products, process transactions, and build member relationships.

The role emphasizes sales, service excellence, and compliance, with opportunities for growth in a not-for-profit credit union.

Ideal candidates have 2-5 years in customer service/financial services, a high school diploma, and strong communication.

Qualifications

• 2-5 years of experience in a customer service, call center, or financial services role.
• High school diploma or equivalent required.
• Excellent verbal communication, with a professional and friendly demeanor.
• Proficient in basic math and data entry, including calculations with American currency.
• Ability to analyze problems, think critically, and offer effective solutions.
• Competent in writing reports and professional correspondence.
• Comfortable working independently in a fast-paced environment.

Responsibilities

• Assist members with financial transactions and account services.
• Interview members to assess their financial needs and recommend appropriate products and services.
• Process loan applications, deposits, withdrawals, and other account-related transactions.
• Notarize documents, research accounts, perform account maintenance, open deposit accounts, originate loan applications, inform members of loan decisions, explain loan documents to members.
• Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals.

Skills

Verbal communication

Basic math

Data entry

Problem solving

Report writing

Independent work

Education

High school diploma

Job description

UKFCU in Kentucky is seeking a Relationship Specialist to deliver financial services, guide products, process transactions, and build member relationships.

The role emphasizes sales, service excellence, and compliance, with opportunities for growth in a not-for-profit credit union.

Ideal candidates have 2-5 years in customer service/financial services, a high school diploma, and strong communication.