Relationship Banking Specialist

Citadel Credit Union; Lower Providence Township (PA); On-site; USD 42,000 - 56,000; Full time

Job summary

Citadel Credit Union in Pennsylvania is seeking a customer-focused sales and service professional to determine account and service needs, open accounts, process transactions, and cross-sell products. You will build trusted relationships through Citadel Class Service principles and drive sales by delivering a positive, efficient experience.

The role requires cash handling, strong communication, and the ability to navigate multiple systems; familiarity with mortgages, auto loans, and other

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• 3+ years sales and face-to-face customer service experience. Preferred
• Prior financial industry experience. Preferred
• Cash handling experience. Preferred
• NMLS. Preferred
• Notary. Preferred
• Ability to navigate multiple software applications
• Strong technical skills and ability to work with multiple systems such as CEB machines
• Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity

Responsibilities

• Demonstrate courtesy and efficiency with customers and apply Citadel's Service Principles.
• Promote or sell Citadel's products to meet financial needs and sales goals.
• Accurately perform financial transactions with cash handling and counting.
• Add value through guided, consultative services to meet financial goals.
• Servicing through multiple channels: in-person, outbound calls, inbound calls, events.
• Develop relationships with business partners to maximize sales opportunities.
• Ensure safety and soundness through knowledge and decision making.
• Adhere to compliance and security policies and relevant laws.
• Interact professionally with coworkers, management, customers, vendors.
• Meet background check and required regulatory requirements.

Skills

Customer service

Sales

Communication skills

Teamwork

Multitasking

Discretion

Detail-oriented

Problem solving

Organization

Education

High School Diploma

Tools

PC/Laptop software

Cash handling systems

CEB machines

Job description

Citadel Credit Union in Pennsylvania is seeking a customer-focused sales and service professional to determine account and service needs, open accounts, process transactions, and cross-sell products. You will build trusted relationships through Citadel Class Service principles and drive sales by delivering a positive, efficient experience.

The role requires cash handling, strong communication, and the ability to navigate multiple systems; familiarity with mortgages, auto loans, and other