Member Relationship & Financial Solutions Specialist

3Rivers Federal Credit Union; Richmond (IN); On-site; USD 33,000 - 48,000; Part time

Job summary

3Rivers Federal Credit Union in Richmond is seeking a Member Relationship Coordinator to build trusted relationships with members and prospective members, delivering high-quality service and guiding referrals to meet financial needs. You will handle teller transactions, assist with loan applications, and maintain confidentiality and compliance in all member interactions.

The role emphasizes budget counseling, up-selling products, and staying informed about rates and trends to enhance member

Qualifications

• High School Diploma or higher required.
• Bachelor’s degree or equivalent experience preferred.
• 3-5 Financial Services experience preferred.
• 1-3 years of Member Sales Specialist experience or equivalent role.

Responsibilities

• The Member Relationship Coordinator builds rapport with members and prospective members through high-quality service.
• Advises and assists with budget counseling and other financial needs.
• Performs teller transactions and loan applications accurately and confidentially.
• Open/close accounts, manage lending, upsell products, and stay informed on rates and trends.

Skills

Strong sales and service skills

Electronic delivery products knowledge

Knowledge of markets and trends

Lending fundamentals knowledge

Deposit and loan product knowledge

Data analysis ability

Cash handling experience

Professional appearance and demeanor

Interpersonal relations

Excellent written and spoken English

Education

High School Diploma

Bachelor’s degree in business or related field or equivalent experience

3-5 Financial Services experience

1-3 years of Member Sales Specialist experience or equivalent role

Job description

3Rivers Federal Credit Union in Richmond is seeking a Member Relationship Coordinator to build trusted relationships with members and prospective members, delivering high-quality service and guiding referrals to meet financial needs. You will handle teller transactions, assist with loan applications, and maintain confidentiality and compliance in all member interactions.

The role emphasizes budget counseling, up-selling products, and staying informed about rates and trends to enhance member