Member Relationship Specialist

Affinity-Federal-Credit-Union-1; Cedar Knolls (NJ); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Competitive pay

Full medical/dental/vision

401(k) with company match

Generous paid time off

Job summary

Affinity FCU in Cedar Knolls, NJ is seeking a Relationship Specialist to open new accounts, enroll new members, and process applications. You will resolve complex member issues and follow up to ensure satisfaction, delivering financial guidance with a consultative approach.

Banking experience is preferred but not required; CRM experience, Salesforce, is desirable. Strong communication and interpersonal skills are essential for success and community engagement.

Qualifications

• Banking experience is preferred but not required.
• CRM experience, preferably Salesforce, is desirable.
• Excellent communication and interpersonal skills.

Responsibilities

• Open new accounts and enroll new members during initial consultations.
• Process applications and resolve complex member issues.
• Follow up with members to ensure satisfaction and anticipate future needs.
• Provide financial guidance through a consultative approach.

Skills

Communication skills

Sales / Customer service

CRM experience Salesforce

Tools

Salesforce CRM

Job description

Affinity FCU in Cedar Knolls, NJ is seeking a Relationship Specialist to open new accounts, enroll new members, and process applications. You will resolve complex member issues and follow up to ensure satisfaction, delivering financial guidance with a consultative approach.

Banking experience is preferred but not required; CRM experience, Salesforce, is desirable. Strong communication and interpersonal skills are essential for success and community engagement.