PT30 Relationship Specialist - North Loop Branch

This is a part-time, onsite position. 30 hours per week. Job Overview The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate needs but consulting on future needs and recommending credit union products and services to meet those needs. The Specialist is also responsible for delivering a superior member experience to members and potential members of the credit union who interact with the credit union through branch locations and by phone. The role requires a thorough understanding of credit union processes, products, and services to communicate the most appropriate solutions. A strong sales background and ability to meet or exceed goals in a fast‑paced environment is essential. The position may include teller duties and transactions as needed. Responsibilities Account opening and maintenance while proactively cross‑selling credit union products and services to existing and potential members through in‑person sales as well as by phone and written correspondence. Answer questions and resolve complex technical problems on member accounts. Process in‑branch loan requests while uncovering possible lending needs through conversations with members and mining the credit reports. Provide service and support for members over the phone, dealing with routine requests and some that require extensive research and problem‑solving skills. Take complete ownership of each call. Conduct teller transactions accurately and efficiently. Assist in planning and implementing branch sales promotion campaigns and perform other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch. Comply with all company policies, procedures, applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control. Qualifications Minimum 1‑3 years of similar or related experience, including preparatory experience. High school diploma or equivalent. Strong interpersonal skills: courtesy, tact, trust, diplomacy, ability to motivate, influence, educate and advise. Ability to communicate clearly, read and carry out written instructions, perform basic math, operate computer basics. Physically capable of bending, sitting, standing, climbing stairs, operating office equipment, routine computer work, occasional lifting up to 10 lbs, and extended hours or travel off‑site as required. Comfortable handling multiple priorities, confidentiality, and high accuracy under fast pace. Benefits Competitive salary and comprehensive benefits. Part‑time employees can receive up to $2,000 per year in tuition reimbursement. EEO Statement Smart Financial Credit Union does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in the provision of employment opportunities and benefits. We are committed to fostering a diverse, equitable, and inclusive workforce. #J-18808-Ljbffr