Relationship Specialist

Team One Credit Union; Saginaw (MI); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Equal opportunity employer

Job summary

Team One Credit Union in Saginaw is seeking a full-time Relationship Specialist for the Main Saginaw branch. The role is 100% onsite and covers teller transactions, new accounts, and consumer loans.

The ideal candidate is cheerful, team-driven, and eager to learn a variety of tasks. Responsibilities include greeting members, handling transactions, promoting products, and assisting with remote services while maintaining confidentiality and security.

Qualifications

• Experience in a financial institution is preferred.
• Willingness to cross-sell products and services.
• Availability Monday–Friday is required.
• Cash handling and customer service experience are required.

Responsibilities

• Greet members, log branch visits, and assist with appointment traffic.
• Process member transactions accurately and promptly.
• Balance cash drawer and assist with branch closing procedures.
• Promote Team One products/services and educate members about new offerings.
• Assist with ITM/ATM balancing and night-drop processing.
• Handle account maintenance and establish new accounts, CDs, and IRAs.
• Assist members with mobile app, online banking, and other remote services.
• Protect member information and maintain confidentiality.

Skills

Cash handling

Customer service

Cross-selling

Credit reports

Online/mobile banking knowledge

Education

CCUFC designation within 6 months

Job description

Team One Credit Unionis seeking a full-time Relationship Specialist (aka Universal Banking Employee) for the Main Saginaw branch, located at 520 Hayden St. 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.