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MUTUAL CREDIT UNION

Relationship Specialist

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Job Description

The successful candidate will have two to five years of experience in a consultative sales and service position, preferably in a financial services capacity. This position requires the ability to uncover and identify member needs and propose effective financial solutions to fill the needs of the member while promoting the credit union's values and goals. This position includes opening member accounts based on the analysis of member needs as well as offering loan solutions and educating members on bettering their financial positions and reaching their financial goals. This position acts as a liaison for members to resolve potential problems. This position requires an emphasis on privacy, accuracy, trust, and building relationships that further serve the needs of members and the credit union.
Required Skills:
Be articulate, have immaculate verbal and writing skills, and the ability to effectively communicate. Relationship building and member engagement skills. Ability to organize and prioritize workflow. Promote a positive team atmosphere. Work well with others in all areas of the Credit Union. Work well under pressure in a fast-paced environment. Maintain a very high level of confidentiality. Required Experience Two to five years of experience in sales or relationship management, with a preference for financial institutions. Mutual Credit Union offers a competitive compensation and benefits package including health, dental, vision, life and short and long-term disability insurance as well as paid holidays, PTO, and retirement benefits.

Benefits

  • Paid Time Off (PTO)
  • Other Retirement and Savings
  • Health Insurance
  • Dental Insurance