Relationship Specialist

Paycom; Speeds Addition (MS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid holidays

PTO

Retirement benefits

Job summary

Paycom is seeking a service-oriented sales/relationship specialist to identify member needs and promote tailored financial solutions while upholding privacy and trust. The role includes opening member accounts, offering loan options, and educating members on improving their financial position.

The position emphasizes accuracy, confidentiality, and building long-term member relationships, working within a fast-paced environment and a strong team culture.

Qualifications

• Articulate communication skills, both written and verbal.
• Strong relationship-building and member engagement ability.
• Ability to prioritize and manage workflow.
• Ability to foster a positive team atmosphere and collaborate cross-functionally.
• Maintain high confidentiality and trust in handling member information.

Responsibilities

• Open member accounts based on assessed needs and educate on financial options.
• Propose loan solutions aligned with member goals and credit union values.
• Serve as a liaison to resolve member issues and promote privacy and accuracy.

Skills

Communication skills

Relationship management

Workflow organization

Team collaboration

Confidentiality

Pressure handling

Job description

The successful candidate will have two to five years of experience in a consultative sales and service position, preferably in a financial services capacity. This position requires the ability to uncover and identify member needs and propose effective financial solutions to fill the needs of the member while promoting the credit union’s values and goals. This position includes opening member accounts based on the analysis of member needs as well as offering loan solutions and educating members on bettering their financial positions and reaching their financial goals. This position acts as a liaison for members to resolve potential problems. This position requires an emphasis on privacy, accuracy, trust, and building relationships that further serve the needs of members and the credit union.Required Skills:Be articulate, have immaculate verbal and writing skills, and the ability to effectively communicate.Relationship building and member engagement skills.Ability to organize and prioritize workflow.Promote a positive team atmosphere.Work well with others in all areas of the Credit Union.Work well under pressure in a fast-paced environment.Maintain a very high level of confidentiality.Required ExperienceTwo to five years of experience in sales or relationship management, with a preference for financial institutions.Mutual Credit Union offers a competitive compensation and benefits package including health, dental, vision, life and short and long-term disability insurance as well as paid holidays, PTO, and retirement benefits.