Teller

Talentify

Cedar Knolls (NJ)

On-site

USD 29,000 - 32,000

Full time

4 days ago
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Benefits offered by this job

Total Rewards package
Medical/dental/vision coverage
401(k) plan with company match
Paid time off

Job summary

Affinity FCU in Cedar Knolls, NJ is seeking a Relationship Specialist to build member relationships, open new accounts, and advise members on financial products. The role emphasizes a consultative, educational approach and strong customer service in a branch environment.

The position requires strong communication skills, CRM familiarity (Salesforce preferred), and prior sales/service experience. Affinity offers a comprehensive Total Rewards package and community-focused culture.

Qualifications

  • Banking/financial services experience preferred but not required.
  • CRM experience with Salesforce desired.
  • Excellent communication and interpersonal skills.
  • Previous sales/customer service experience essential.

Responsibilities

  • Open new accounts and enroll new members during initial consultation.
  • Process applications and resolve complex member issues.
  • Follow up with members to ensure satisfaction with products and services.

Skills

CRM experience
Sales experience
Communication skills
Interpersonal skills

Tools

Salesforce

Job description

In order to continually provide our members with the highest level of service, Affinity FCU is seeking a Relationship Specialist to join our team of professionals at our branch location in Cedar Knolls, NJ.

The starting pay range for a new hire in this role is $21-$23 per hour. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc.

Relationship Specialists are responsible for building member relationships by providing exceptional financial support and advice through a consultative and educational approach helping members exceed their financial goals and dreams. This position is responsible for opening new accounts, enrolling new members during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction with present products and services and to inquire about the status of future member needs.

Successful candidate must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity’s corporate objectives.

Banking experience is strongly preferred, but not required. Prior CRM experience, preferably Salesforce is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales/customer service experience is essential.

Affinity strives to maintain balance between our employees’ personal and professional responsibilities. All full-time employees are eligible to participate in our multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription/vision coverage, comprehensive wellness program, mental wellbeing support, reproductive/family building benefits for both men and women, 401(k) plan with company match, basic term life insurance coverage, flexible spending accounts, identity protection, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Education Assistance Program.

Affinity Federal Credit Union is an Equal Opportunity Employer

Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we’ve created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.

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