Job Summary
The Relationship Manager supports credit union members by handling transactions, opening new accounts, and originating loans. This role also promotes relevant credit union products through active cross-selling. The Relationship Manager delivers attentive, high-quality service while keeping records accurate and following applicable compliance requirements.
Responsibilities
- Process member transactions accurately and efficiently.
- Originate loans and establish new member accounts.
- Identify member needs and recommend credit union products through cross-selling.
- Provide exceptional service and maintain positive member relationships.
- Keep complete, accurate records and comply with relevant regulations and procedures.
- Work effectively in a fast-paced setting while balancing service and operational responsibilities.
Qualifications
- High school diploma or equivalent.
- At least six months of retail sales experience.
- Strong interpersonal and communication abilities.
- Well-developed organizational skills and attention to accuracy.
- Ability to perform effectively in a fast-paced environment.
