Member Relationship Specialist

The Relationship Specialist II will consistently promote, advocate, and deliver credit union

products and services to current and prospective members. This position will be responsible for

determining the member's immediate and unperceived needs by actively promoting, advocating, and

delivering all deposit products and services including checking, savings, debit cards, IRAs,

certificates, etc., as well as convenience services, such as online banking, mobile banking,

e-statements, and direct deposit.

This position will promote, advocate, and deliver all consumer loan products and services

including, but not limited to : personal loans and lines of credit, auto and recreational vehicle

loans, credit cards, automated payments of all such loans, and referrals to a Mortgage Lender for

loans secured by real estate. This position will also provide administrative support to management

and other department personnel through the successful completion of routine tasks, projects, and

miscellaneous duties as assigned.

Primary Functions

Establish, develop, and maintain strong member relationships through face-to-face interactions,

telephone communications, and written correspondence in addition to providing a consistent level of

service which is timely, thorough, and responsive to all members.

Represent the Credit Union in meeting a broad range of financial service needs.

With little or no supervision, responsible for providing service and cross-sell related products

and services to existing and prospective members. Interaction may include other financial

institutions to meet member service needs.

Identify situations when it is best to request other resources to effectively exceed member

expectations.

Capable of communicating with management and other Credit Union staff, as well as current and

new members and other financial institutions to meet member service needs.

Key Areas of Responsibility

Primary or secondary teller in the branch which may include opening or closing the branch

location independently and / or without supervision.

Responsible for performing and facilitating a wide range of account related transactions daily

in person, over the phone, or through electronic communication.

Will have vault combinations and / or vault responsibilities which include ordering and

maintaining cash, buying and selling cash, and cash related audits.

Establishes, develops, and maintains strong member relationships by providing a consistent

quality level of service which is timely, thorough, and responsive to all members and exceeds

expectations.

Respond to routine requests and inquiries to resolve member concerns or complaints with Credit

Union services, products, or software.

Take ownership of member problems, concerns, or complaints until they are resolved to the

member's satisfaction which includes involving management or other resources when necessary.

Use of appropriate questioning techniques and tact when explaining features and benefits of

products and services and / or when collecting sensitive and private information.

Recommend products and services which fulfill the member's need.

Capable of asking for the member's business.

Provide teller services in person, over the telephone and by mail which includes taking deposits

and loan payments, and disbursing funds by check and cash.

Provide other teller support services as needed to meet the needs of each member.

Record all types of account transactions into the Credit Union accounting system and maintain a

high degree of accuracy in performing member account transactions and accounting for cash.

Work on a variety of special projects that may be assigned to support Credit Union

operations.

Provide administrative support for management personnel as needed.

Present a professional image of Four Points Federal Credit Union and provide a service

experience which exceeds member expectations.

Note :

The above information on this job description has been designed to indicate the general nature and level of work

performed by this employee. It is not designed to contain or be interpreted as a comprehensive inventory of all

duties, responsibilities and qualifications required of employees assigned to this job.

High school diploma and experience in a financial services environment, or equivalent. Some

secondary education is preferred, but not required.

Working knowledge and understanding of credit union products and services.

Strong service, communication (verbal and written) skills and effective team skills.

Effectively utilize computer technology and a wide variety of software applications and

accounting systems.

Organizational and time management skills.

Excellent oral and verbal communication skills.

Present a professional and friendly image of Four Points Federal Credit Union and provide

service which consistently exceeds member expectations.

Physical Demands

Prolonged periods sitting at a desk and working on a computer.

Good manual dexterity for the use of common office equipment.

Must be able to lift up to 15 pounds at a time.

Four Points Federal Credit Union is an Equal Opportunity Employer and does not discriminate against

any employee or applicant in employment opportunities or practices on the basis of race, color,

religion, sex, sexual orientation, gender identity, national origin, age, genetic information,

veteran status, disability or any other characteristic protected by law. Four Points Federal Credit

Union is committed to providing reasonable accommodations to individuals with a disability to

perform essential functions. Applicants with a physical or mental disability who require a

reasonable accommodation for any part of the application or hiring process, may contact the Human

Resources

at hr@fourpointsfcu.org.

Compensation details : 18.5-22.5 Hourly Wage

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