Relief Specialist

Essential Functions And Supporting Duties

• Serves as a liaison between the member and the credit union.
• Provides information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers.
• Responds to members’ requests, problems and concerns and/or directs them to the appropriate person for assistance.
• Provides members with all necessary information for membership, informs members of various account options and credit union services, assists members in opening an account(s) to best meet their needs, and answers any inquiries regarding existing accounts.
• Processes and maintains members’ loan requests.
• Accurately process member transactions including deposits, withdrawals, loan payments, and negotiable instruments.
• Maintain a clean, organized, and secure work area.
• Cross-selling other products and services.

Qualifications

• Education: A high school degree or equivalent.
• Required Experience: Cash handling and customer service experience. financial transaction processing.
• Preferred Experience: Financial transaction processing or banking is preferred.

Skills/Abilities

• Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast-paced environment.
• Ability to quickly learn and adapt to various Credit Union functions and services.
• Highly organized and detail oriented.
• Strong communication and interpersonal skills with the ability to build relationships with members and staff.
• Professional demeanor and appearance, with the ability to maintain confidentiality and handle sensitive information.
• Ability to work independently and as part of a team to meet branch goals and objectives.