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Relationship Representative - Avon

Relationship Representative - Avon

Job Description

Summary:


Relationship Rep performs financial transactions efficiently, accurately, and in a professional manner while providing quality member service focused on building relationships and expanding TCU’s wallet share.

 

Primary Responsibilities & Duties

  1. Proficiently performs the duties and responsibilities of the Service Rep. (See Service Rep Job Description.)
  2. Responsible for following established guidelines and procedures while processing new and existing accounts, IRAs, CDs, HSAs, loan applications, and all other basic lending functions.
  1. Responsible for complex problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction.
  2. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
  1. Responsible for individual performance goals and results as directed by Service Center Management
  2. Responsible for providing operational and member service assistance to the teller staff.
  3. Participate in continuing education as assigned.
  4. Assumes other miscellaneous responsibilities as assigned for the efficient operation of the service center.


FLSA Status
Non-Exempt

Job Requirements

Education:

  • High School Graduate, GED or equivalent certification

Personal Characteristics: 

  • Excellent human relations skills including verbal and written communication skills.
  • Proficient cash handling skills.
  • Strong analytical and decision making skills to be able to be able to problem solve, empathize, and find workable solutions which mutually benefit TCU and its membership.
  • Able to work in a fast-pace / diverse environment.
  • Able to meet and exceed goals.
  • Self-driven.
  • Practical application and general understanding of various computer applications.


Minimum Qualifications:

  • 2-3 years of retail sales and professional skills or 1-2 years of sales and financial services experience. 
  • Knowledge of sales and financial services generally acquired by two to three year’s practical experience within a financial institution or related field.

 

Job Snapshot

Base Pay $11.04 - $13.81 /Hour
Employment Type Full-Time
Job Type Banking, Retail, Sales
Education High School
Experience 2 to greater than 15 years
Manages Others No
Relocation No
Industry Banking - Financial Services, Retail, Sales - Marketing
Required Travel Negligible
Job ID 8281
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Relationship Representative - Avon


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