Relationship Specialist Part Time

About the Role

The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing. This role involves processing account transactions, opening and servicing accounts and consumer loans, and providing superior Member Service to contribute to Net Promoter Score feedback and results.

Responsibilities

• Processes basic and complex teller transactions, including deposits, withdrawals, check orders, statement printing, stop payments, wire requests, and loan payments in lobby and drive-up environments.
• Balances all instruments, including cash, check negotiation, and transaction posting daily.
• Opens and maintains deposit accounts, including savings, checking, certificates, and specialty accounts.
• Completes loan applications and underwriting interview processes for Members requesting consumer loans.
• Builds consumer loan packages with attention to detail to ensure they are error-free and implements corrections if assigned.
• Works with Member Specialists to ensure title work packages are correct for funding.
• Owns Member issues through resolution, troubleshooting, and resolving inquiries in a timely, friendly, and accurate manner.
• Escalates Member feedback to Management and makes Member call backs to support Net Promoter efforts.
• Achieves personal sales goals by cross-selling platform products and making partner referrals.
• Educates Members on emerging and existing credit union technology and digital solutions.
• Actively participates in community development activities in support of the Credit Union’s Mission, Vision, Purpose, and Values.
• Completes all mandatory compliance testing on time and implements processes as required by the Bank Secrecy Act and TDECU policies and procedures.

Requirements

• High School Diploma or equivalent required.
• 1-3 years of experience preferred.
• Previous customer service experience required.
• Availability to work within the Credit Union’s core business hours, including Saturdays.

Qualifications

• Strong attention to detail in a fast-paced environment.
• Strong interpersonal communication skills, including courtesy, tact, and diplomacy.
• Ability to provide world-class service and serve as a Role Model to Service Associates.
• Proactive and positive attitude toward Members, supervisors, and co-workers.
• Strong oral and written communication skills.
• Ability to prioritize tasks and manage time efficiently.
• Creative problem-solving skills and ability to generate unique solutions.
• Ability to troubleshoot smartphones, tablets, PCs, and assist Members with online/mobile banking.
• Demonstrated ability to resolve problems to Member satisfaction and use feedback for continuous improvement.

Skills

• Proficiency in operating a ten-key calculator and computer keyboard by touch.
• Knowledge of TDECU products and services for effective cross-selling.
• Ability to work with systems to understand Member relationships with TDECU.
• Planning and organization skills.

Physical Demands

While performing essential duties, the employee is frequently required to stand, walk, and sit. Specific vision abilities include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.