Part-Time Relationship Specialist: Financial Guidance Pro

Affinity Federal Credit Union; Bardonia (NY); On-site; USD 28,929 - 31,684; Part time

Benefits offered by this job

Comprehensive wellness program

401(k) plan with company match

Paid time off for volunteering

Job summary

A community-focused credit union in Bardonia, NY, seeks a Part-Time Relationship Specialist to enhance member relationships and provide exceptional financial support. Responsibilities include opening new accounts, addressing member inquiries, and resolving issues. The ideal candidate will have strong communication skills, with banking or CRM experience a plus. Affinity offers a supportive work environment emphasizing community commitment and employee engagement, alongside a competitive pay range of $21-$23 per hour.

Qualifications

• Must possess excellent communication and interpersonal skills.
• Banking experience is helpful, but not required.
• Prior CRM experience, preferably in Salesforce, is desired.

Responsibilities

• Build member relationships by providing exceptional financial support.
• Open new accounts and process applications.
• Resolve complex member issues and follow up for satisfaction.

Skills

Excellent communication skills

Interpersonal skills

Technologically savvy

Customer service experience

Sales experience

Tools

Salesforce

Job description

A community-focused credit union in Bardonia, NY, seeks a Part-Time Relationship Specialist to enhance member relationships and provide exceptional financial support. Responsibilities include opening new accounts, addressing member inquiries, and resolving issues. The ideal candidate will have strong communication skills, with banking or CRM experience a plus. Affinity offers a supportive work environment emphasizing community commitment and employee engagement, alongside a competitive pay range of $21-$23 per hour.