Member Services & Relationship Advisor

Team One Credit Union; Chicago (IL); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Competitive salary and benefits

Equal opportunity employer

Inclusive work environment

Job summary

Team One Credit Union is seeking a full-time Relationship Specialist to support the Sandusky branch, performing teller transactions, new accounts, and consumer loans onsite. The role requires a cheerful, team-oriented mindset and a willingness to learn a wide range of tasks while maintaining confidentiality.

Qualified candidates should have prior financial institution experience, strong cash handling and customer service skills, and a readiness to cross-sell.

Qualifications

• Previous experience in a financial institution is highly preferred.
• Ability and willingness to cross-sell is required.
• Unlimited availability Monday-Friday is required.
• Cash handling and customer service experience is required.
• Familiarity with ITM/ATM balancing and vault balancing procedures.
• Reading and interpreting credit reports is expected.
• Understanding debt ratios is important.
• Willingness to obtain the CCUFC designation within six months.

Responsibilities

• Greet members, log branch visits, and assist with appointment traffic.
• Process member transactions promptly and accurately.
• Balance cash drawer and assist with branch closing procedures.
• Promote Team One products and educate members about new offerings.
• Assist with ITM/ATM balancing and night-drop processing.
• Process forms and perform basic account maintenance.
• Open new accounts, CDs, and IRAs.
• Handle consumer loan processes from application to disbursement.
• Help members with mobile app, online banking, and other remote services.
• Maintain member information confidentiality and provide trusted recommendations.
• Follow all policies and procedures related to security and risk.

Skills

Customer service

Cash handling

Cross-selling

Credit reports literacy

Debt ratios

Job description

Team One Credit Union is seeking a full-time Relationship Specialist to support the Sandusky branch, performing teller transactions, new accounts, and consumer loans onsite. The role requires a cheerful, team-oriented mindset and a willingness to learn a wide range of tasks while maintaining confidentiality.

Qualified candidates should have prior financial institution experience, strong cash handling and customer service skills, and a readiness to cross-sell.