Relationship Specialist: Build Lasting Member Relationships

Valley First a division of Tru Cooperative Bank; Oakdale (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

Valley First a division of Tru Cooperative Bank in Oakdale seeks a Relationship Specialist to deliver full banking services, open/close accounts, process transactions and respond to loan inquiries. You will help grow member relationships and promote products with strong service and sales skills.

The role requires a High School Diploma, 1+ year account opening/maintenance experience, cash handling, and excellent communication. 40-hour/week schedule; wage $22–$27 per hour.

Qualifications

• High School Diploma or Equivalent.
• 1+ years of account opening and maintenance experience.
• Previous consumer lending experience preferred.
• One year of cash handling and customer service experience.
• Dependable, organized team play with a positive attitude.

Responsibilities

• Opens and services accounts, processes consumer loan applications.
• Identifies cross-selling opportunities to grow relationships.
• Maintains knowledge of products, services, and promotions.
• Processes teller transactions accurately and timely.
• Respects compliance and risk controls and mitigates losses.
• Provides excellent member service and supports branch operations.

Skills

Account opening

Cash handling

Customer service

Education

High School Diploma or Equivalent

Job description

Valley First a division of Tru Cooperative Bank in Oakdale seeks a Relationship Specialist to deliver full banking services, open/close accounts, process transactions and respond to loan inquiries. You will help grow member relationships and promote products with strong service and sales skills.

The role requires a High School Diploma, 1+ year account opening/maintenance experience, cash handling, and excellent communication. 40-hour/week schedule; wage $22–$27 per hour.