Highlights
The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence.
Numbers & Facts
| Location | Magnolia, TX |
| Industry | Banking |
| Company Size | 50 to 99 employees |
| Year Founded | 1934 |
| Website | https://www.smartcu.org/ |
Description
The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. The Relationship Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through our branch locations and over the phone. This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members. Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment. This person may also be relied on to complete teller duties and transactions as needed in the course of the day.
Responsible for account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales as well as by phone and written correspondence. Answer questions and/or resolve complex technical problems on member accounts.
Responsible for the processing of in-branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Offer solutions that add value to their relationship with the credit union.
Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. Take complete ownership of ever call.
Conduct teller transactions in an accurate and efficient manner.
May assist in the planning and implementation of branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets control.
About Company
Providing Superior Service to Every Member
Smart Financial Credit Union is a cooperative, owned and operated by its members. This is what distinguishes the Credit Union from other financial institutions. Members put their money in a variety of savings accounts, and that money, in turn, is lent to members. After operating expenses and reserve requirements are met, loan income is returned to all members in the form of dividends and comprehensive financial services.
SFCU is governed by a Board of Directors that establishes and reviews policy. The Directors are Credit Union members who are elected by the Membership and serve without pay. Every member has one vote, regardless of how much he or she has on deposit. At the Credit Union, there is no select group of shareholders that profits more than anyone else. All Members profit - individually and collectively.
SFCU is a state-chartered credit union, organized under strict regulatory laws that are monitored and enforced by the Texas Credit Union Department, National Credit Union Administration an agency of the U.S. Government. The NCUA insures member account for at least $250,000.
Our Vision & Mission
Mission Statement:
Provide Superior Service to Every Member
Vision Statement:
Our vision is to be the financial services provider most admired for its people, performance and innovation.