Relationship Specialist

Team One Credit Union; Chicago (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunity for impact on institution's growth

Collaborative work environment

Job summary

A financial institution is seeking a full-time Relationship Specialist for its Traverse City branch. This role involves greeting members, processing transactions, establishing new accounts, and promoting products. The ideal candidate should have prior experience in a similar role, excellent customer service skills, and a willingness to cross-sell services. The position requires Monday-Friday availability and offers competitive wages based on experience. This is an on-site role with a collaborative and inclusive work environment.

Qualifications

• Previous experience in a financial institution is highly preferred.
• Ability and willingness to cross-sell products is required.
• Availability Monday-Friday is required.

Responsibilities

• Greet and assist members with transactions and services.
• Process member transactions accurately and promptly.
• Establish new accounts, including CDs and IRAs.

Skills

Customer service

Cash handling

Cross-selling

Knowledge of consumer lending

Communication skills

Job description

Team One Credit Union is seeking a full-time Relationship Specialist (aka Universal Banking Employee) for the Traverse City branch, 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.

Benefits

• 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.