Relationship Specialist

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

Are you seeking a financial institution career and not just a job? Do you find joy in helping others? Not into working evenings or weekends? If so, we may have the perfect opportunity for you!

Team One Credit Unionis seeking a full-time Relationship Specialist (aka Universal Banking Employee) for theSandusky branch, located at 625 S Sandusky Rd. 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.
• 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.