Member Relationship Advisor

Talentify; Cedar Knolls (NJ); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Total Rewards package

Medical/dental/vision coverage

401(k) plan with company match

Paid time off

Job summary

Affinity FCU in Cedar Knolls, NJ is seeking a Relationship Specialist to build member relationships, open new accounts, and advise members on financial products. The role emphasizes a consultative, educational approach and strong customer service in a branch environment.

The position requires strong communication skills, CRM familiarity (Salesforce preferred), and prior sales/service experience. Affinity offers a comprehensive Total Rewards package and community-focused culture.

Qualifications

• Banking/financial services experience preferred but not required.
• CRM experience with Salesforce desired.
• Excellent communication and interpersonal skills.
• Previous sales/customer service experience essential.

Responsibilities

• Open new accounts and enroll new members during initial consultation.
• Process applications and resolve complex member issues.
• Follow up with members to ensure satisfaction with products and services.

Skills

CRM experience

Sales experience

Communication skills

Interpersonal skills

Tools

Salesforce

Job description

Affinity FCU in Cedar Knolls, NJ is seeking a Relationship Specialist to build member relationships, open new accounts, and advise members on financial products. The role emphasizes a consultative, educational approach and strong customer service in a branch environment.

The position requires strong communication skills, CRM familiarity (Salesforce preferred), and prior sales/service experience. Affinity offers a comprehensive Total Rewards package and community-focused culture.