Community Focus offering good insurance and a 401K match. Opportunity to grow within a highly reputable credit union that values service and professional development.
Financial Relationship Specialist
in Professional Services ContractJob Detail
Job Description
Title: Financial Relationship Specialist
Responsibilities
- Serve as the first point of contact for members, delivering exceptional service and resolving inquiries in a courteous, professional manner
- Educate members on available financial products and services based on their needs and eligibility
- Open new memberships and deposit accounts, ensuring all documentation is accurate and complete
- Assist members with consumer loans, including application entry, gathering required documents, and disbursing funds upon approval
- Promote digital tools such as online banking and mobile services
- Process in-branch transactions when needed, including deposits, withdrawals, payments, and check issuance
- Handle credit card advances, bond redemptions, and account reconciliations
- Support vault operations including cash ordering, ATM oversight, and negotiable instruments tracking
- Ensure regulatory and internal policy compliance across all activities
- Participate in audits, reporting, and balancing procedures at close of day
Qualifications
- 3–5 years of customer-facing banking or financial services experience
- High school diploma or GED required
- Strong interpersonal skills with the ability to navigate sensitive conversations and promote service offerings
- Familiarity with deposit and loan products
- Comfortable with Microsoft Office and XP Systems (preferred)
- Detail-oriented with solid organizational and follow-through skills
- ShareAustin:
Related Jobs
- Elevate your payroll operations with a seasoned specialist who ensures accuracy, compliance, and efficiency. Expert in multi-state processing, union agreements, and audits.