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.
Fortera Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
