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Relationship Specialist II

April 19, 2024

Community CU is hiring a Relationship Specialist II at its Lewiston location.

Role:

As a member of the Member Relations department, the Relationship Specialist assists members and potential members with their membership account needs. Explains services, opens a variety of accounts, cross sells products and services and manages specific deposit operations and lending functions. Also provides clerical and administrative support and reporting needed to the Director of Member Relations.

Essential Functions & Responsibilities:

  • Assists members with opening and closing all credit union deposit accounts including, but not limited to, shares, checking, money markets, certificates of deposit and IRAs. Serves as a Membership Officer for the credit union; reviews and approves new account paperwork and documentation to ensure the Credit Union is in compliance and all file maintenance is accurate. Identifies cross-sell opportunities and cross-sells products and services to members.
  • Provides support to the Director of Member Relations for the IRA, CD and other credit union related programs ensuring that the credit union is in compliance with all forms filed and file maintenance on accounts is accurate and up-to-date. This may include programs such as Unclaimed Property, IRAs, Certificate Renewals and more.
  • Serves in a back-up capacity to take phone calls, answers deposit operations, loan and card services questions. Identifies cross-sell opportunities and cross-sells products and services to members.
  • Facilitates the Electronic Services and Cards Services programs. Electronic services includes responding to electronic services communications from members and serves as an Administrator for programs including, but not limited to, Home Banking, Bill Payer, eAlerts and Mobile Banking. Card Services includes debit card and credit card resolutions, processing member disputes, processing card reports, and more. Identifies cross-sell opportunities and cross-sells products and services to members.
  • Performs other related duties as assigned.

Performance Measurements:

  • Provide prompt, accurate, courteous, friendly, timely and professional service to all members.
  • Process member transactions with minimal errors.
  • Develop, improve and maintain knowledge and skills in Member Relation areas including deposit operation products and services.
  • Troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
  • Open new accounts for members including, but not limited to, shares, checking, money markets, certificates of deposit, IRAs and business accounts.
  • Discuss all products and services with members at account opening and identify additional products or services that may benefit the member.
  • Review and approve new account paperwork completed by other employees to verify accuracy; follow up on any errors and ensure they are resolved.
  • Review and close loans as needed that are initiated by other employees, verify accuracy; follow up on any errors and ensure they are resolved.
  • Support the credit union’s IRA program; submit documentation to the credit union’s 3rd party, renew certificates and ensure all paperwork and file maintenance is accurate.
  • Support the credit union’s CD program; renew certificates and ensure all paperwork and file maintenance is accurate..
  • Respond to member needs in regards to electronic services including home banking, bill payer and mobile banking.
  • Provide support in processing Levies, loan reversals, loan modifications, loan skip-a-pays, deposit account verifications and more.
  • Support and demonstrate commitment to the credit union’s mission, vision and value statements; cultural charter and member experience expectations.

Requirements:

  • One year to three years of similar or related experience.
  • A high school education or GED

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

This position is designed for onsite work only. Remote work may be offered on a case-by-case and limited basis.

Benefits:

Community CU offers competitive compensation and a benefit package including health, dental, life and disability insurance, vacation and sick time, 401(k) plan with company matching, and tuition assistance.

Equal Opportunity Employer

Apply:

Applicants may apply to hr@communitycreditunion.com.