Relationship Specialist: Build Member Wealth & Service

Affinity-Federal-Credit-Union-1; Middletown (NJ); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Health benefits

Dental coverage

Vision coverage

401(k) plan with company match

Paid time off

Education assistance

Job summary

Affinity FCU in Middletown, NJ is hiring a Relationship Specialist to join our branch team. The role involves opening new accounts, enrolling new members, processing applications, and resolving member issues with a consultative, service-oriented approach.

We value technology savvy candidates, CRM experience (Salesforce preferred), strong communication skills, and a commitment to the community. Saturday hours are required, and Affinity offers a comprehensive Total Rewards package.

Qualifications

• Banking experience preferred, but not required.
• Prior CRM experience (Salesforce) desired.
• Strong communication and interpersonal skills required.

Responsibilities

• Open new accounts and enroll new members during initial consultation.
• Process applications and assist members, resolving complex issues.
• Follow up with members to ensure satisfaction and future needs.

Skills

Customer service

Sales experience

CRM experience

Communication skills

Tools

Salesforce CRM

Job description

Affinity FCU in Middletown, NJ is hiring a Relationship Specialist to join our branch team. The role involves opening new accounts, enrolling new members, processing applications, and resolving member issues with a consultative, service-oriented approach.

We value technology savvy candidates, CRM experience (Salesforce preferred), strong communication skills, and a commitment to the community. Saturday hours are required, and Affinity offers a comprehensive Total Rewards package.