What are the responsibilities and job description for the Relationship Specialist position at Public Service Credit Union?
Public Service Credit Union is seeking a Relationship Specialist (Personal Banker) for our [LOCATION] branch.
The Relationship Specialist is responsible for successfully building and maintaining long-term relationships with members and able to handle inquiries regarding accounts, effectively and efficiently, to ensure maximum member satisfaction. The Relationship Specialist must display a high level of knowledge of PSCU products, expand PSCU wallet share, and have a positive attitude. Through a needs based/consultative sales approach, the Relationship Specialist will determine and recommend products that best fit the member’s needs, resulting in cross-selling effectiveness.
Job Responsibilities
- Advise members on banking services for their needs.
- Process and open consumer and commercial accounts, loan applications, and credit card applications.
- Handle Electronic Loan payments and payroll/funds distributions.
- Debit card orders, online banking, and e-statement registration.
- Collaborate with branch to ensure leads are provided and focus on goals to maximize branch growth.
- Actively build and maintain relationships with members through communication.
- Accurate and timely completion of new accounts, loan packets, and any other member-related documents.
- 18 years or older
- High school diploma or GED
- 1-year related sales experience or financial institution experience
- Basic computer, math, and clerical skills
- Strong interpersonal and communication skills
- Projects a professional image at every point of contact
- Basic knowledge of PSCU products and services
What we offer
- Competitive wages
- Career growth / Robust training program
- Work life balance
- Top quality health insurance (Full Time)
- Paid Time Off (accrued and available for use immediately)
- Paid holidays (Full Time)
- Banking hours / Closed on Sunday’s
- Tuition Reimbursement
- Employer Provided Retirement Benefits
- 401(K) Plan
- Dental & Vision Insurance (Full Time)
- Short & Long-Term Disability (Full Time)
- Life Insurance (Full Time)
About Us: We are a community-based credit union delivering financial services, education, and support to our members all over the Metro Detroit area for over 70 years. We really care about our employees and take pride in offering a fun and engaging work environment. Our values are simple but truly define who we are: Family spirit, Always learning, Community involvement, Teamwork, and Serving our members.
