Part-Time Relationship Specialist

Team One Credit Union; Traverse City (MI); On-site; USD 17,000 - 22,000; Part time

Benefits offered by this job

Competitive salary

On-site work

Equal opportunity employer

Job summary

Team One Credit Union in Traverse City, MI is seeking a part-time Relationship Specialist (Universal Banking) to join our on-site branch team. You will handle teller transactions, open accounts, assist with consumer loans, and educate members on remote services with a cheerful, service-first attitude.

This role requires cross-selling, accurate cash handling, and teamwork in a fast-paced environment. Training will cover ITM/ATM balancing, account maintenance, and security procedures.

Qualifications

• Experience in a financial institution preferred.
• Willingness to cross-sell and promote products/services.
• Ability to work Monday–Friday, on-site in Traverse City.
• Cash handling experience and customer service skills.
• Familiarity with consumer lending guidelines and remote services.

Responsibilities

• Greet members and log branch visits; assist with appointments.
• Handle daily member calls and outbound calls as assigned.
• Process transactions accurately and balance cash drawer.
• Assist with ITM/ATM balancing and night-drop processing.
• Open new accounts, CDs, and IRAs; support loan applications and disbursements.
• Help members with mobile app, online banking, and bill pay.

Skills

Cross-sell

Cash handling

ITM/ATM balancing

Customer service

Teamwork

Job description

Position:Part-Time Relationship Specialist

Location: Traverse City, MI

Job Id:448

# of Openings:1

Team One Credit Unionis seeking a part-time Relationship Specialist (aka Universal Banking Employee) for theTraverse Citybranch, located at 1202 Veterans Dr, Traverse City. This position is performed 100% onsite and offers a variety of responsibilities, from teller transactions to new accounts and consumer loans. The successful candidate will have a cheerful outlook, enjoy a dynamic team environment, and will thrive on learning a multitude of tasks.

Key Responsibilities:

• Greet members, log branch visits, and assist with appointment traffic.
• Daily requirement to be logged into phones for incoming member calls and outbound calls as assigned.
• Accurately process member transactions in a prompt, friendly manner.
• Balance cash drawer and assist with branch closing procedures on a regular basis.
• Promote Team One products/services and educate members about new offerings.
• Assist with ITM/ATM machine balancing and processing of night-drop transactions.
• Process forms and perform basic account maintenance.
• Establish new accounts, CDs, and IRAs.
• Perform all aspects of consumer loans (except decisions), from application to disbursement.
• Assist members with mobile app, online banking, bill pay, e-alerts, and other remote services.
• Safeguard member information and maintain confidentiality at all times.
• Inspire member trust by providing sound recommendations.
• Adhere to all operational, security, risk and regulatory policies and procedures.
• Other duties as assigned.

Preferred Qualifications:

• Previous experience in a similar role within a financial institution (highly preferred).
• Ability and willingness to cross-sell (required).
• Unlimited availability Monday-Friday (required).
• Cash handling and customer service (required).
• ITM/ATM machine balancing and vault balancing procedures.
• Familiarity with consumer lending guidelines and required documentation.
• Working knowledge of electronic services and remote service offerings; ability to troubleshoot when necessary.
• Ability to read and interpret credit reports.
• Firm understanding of debt ratios.
• Willingness to obtain CCUFC (Certified Credit Union Financial Counselor) designation within the first six months of employment (required).

Starting wage will be dependent upon multiple factors including skills and experience.

Who We Are:

Team One Credit union is more than a workplace – we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships.

Team One Credit union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere – for ALL.

Our core values guide us in everything we do – shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused.

Why Join Our Team:

• Competitive salary and benefits package.
• Opportunity to make a significant impact on the growth and success of the institution.
• Collaborative and inclusive work environment.

Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.