Member Relationship Specialist I, Credit Union
Core
Building and fostering relationships with credit union members and potential members to identify needs and offer customized financial solutions.
Role type
Member Relationship Specialist (Retail Banking)
Builds
Member accounts, loans, and deposits
Domain
Financial Services / Credit Union
Deliverable
product features
Required skills
Consultative sales, transaction processing, regulatory compliance (BSA, OFAC, Patriot Act), member data analysis
Preferred skills
Consumer loan product knowledge
Technologies
Google Suite, Slack, Microsoft Excel
Responsibilities
Meeting sales goals, processing member transactions, ensuring regulatory compliance, acting as backup at other branches
Seniority
Entry-level, hands-on IC
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