Relationship Specialist

Description

Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment.

Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work.

This position is for U if you have a positive attitude, are a great leader and able to work at our 621 Cherry Street location, Huntington, IN, full-time, 40 hrs/wk, M - F 8:15am - 5:45pm, and includes rotating Saturday's, 8:45am - 12:15pm.

Role

Relationship Specialist is responsible for building, strengthening, and maintaining meaningful member relationships by delivering personalized service, understanding members’ financial needs, and proactively identifying opportunities to provide

solutions that support their financial well-being. Serves as a trusted resource to members by fostering relationships

that encourage loyalty, retention, and expanded use of credit union products and services. Supports branch growth

and performance through performing relationship-building strategies, account and loan origination, and achievement

of member experience and member development goals. Assists the branch management team with daily operations,

including member transactions, cash operations, regulatory compliance, and adherence to established policies and

procedures.

Collaborates with branch management to support the training, coaching, and development of frontline employees,

promoting a relationship-focused service culture that enhances the member experience, strengthens member

engagement, and contributes to the overall success of the branch.

Major Duties and Responsibilities

20% Assists the branch management team with member engagement leading to growth and profitability of branch. This includes involvement in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of retention and growth. Provides the best experience possible by ensuring members’ requests and questions are promptly resolved. This may include performing teller transactions and handling member complaints. Ensures members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested. Troubleshoots and resolves internal and external inquires.

20% Responsible for normal teller transactions, such as creating a positive member experience, processing transactions accurately, balancing cash drawer daily, and notifying the branch management team of any discrepancies while following established policies, and keeping cash drawer and all funds locked and secure. Assist with teller operational duties, including cash replenishments, while monitoring branch activity to ensure they are compliant and adhering to established policies and procedures, finding cross-sell opportunities with Partners 1st products and services, and troubleshooting concerns leading to problem resolution and an enhanced member experience.

20% Acts as a loan liaison, between member and centralized underwriting department. Ensures loan requests are within established policies, limits and loaded properly before loan approval. Responsible for proper documentation and funding. Ensures that branch achieves assigned loan production goal by asking for a comfortable payment range and offering a fully protected loan. Assists with new account origination while ensuring compliance by adhering to established policies and procedures. Demonstrates sales skills and abilities.

15% Assists branch management team to ensure branch personnel are well trained in all phases of their respective jobs. Acts as SME to assist in onboarding training of new employees in overall branch procedures, along with sales an service expectations. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. 

15% Assists branch management team with weekly cash orders. Completes replenishments of the appropriate amounts and types of cash for the branch and tellers. Maintains proper documentation of all currency received and disbursed. Aids with the overall control and accountability for vault reconcilement and balancing under dual control. Provides ATM balancing assistance. 

5% Maintain communications with RSM and Branch Experience management team.

5% Performs other duties as assigned.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union.

Requirements

Knowledge and Skills

EXPERIENCE

Two to five years of similar or related experience, including time spent in preparatory positions.

EDUCATION/CERTIFICATIONS/LICENSES

High school degree or GED required.

INTERPERSONAL SKILLS

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth

dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a

sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve

motivating, influencing, educating and/or advising others on matters of significance.

OTHER SKILLS

Must have valid drivers license, reliable transportation to travel as needed and be able to be registered with the

Nationwide Multistate Licensing System (NMLS) for mortgage loans.

ADA Requirements

PHYSICAL REQUIREMENTS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to

stand, sit, walk for extend periods of time. Reach and grasp using arms, hands and fingers. Must be capable of

climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including

telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6

8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by

management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles

and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely

attendance.

WORKING CONDITIONS

Must be able to routinely perform work indoors in climate-controlled private office with minimal noise.

MENTAL AND/OR EMOTIONAL REQUIREMENTS

Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be

able to plan and direct the work activities of self and others. Must be able to read and carry out various written

instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and

understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be

capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various

levels within and outside of the organization and demonstrate highest levels of customer service and discretion when

dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines /

requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple,

simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and

external confidential matters