PT-30 Relationship Specialist - Woodlands Branch

The Relationship Specialist is responsible for building relationships with current and potential membership by not only meeting their immediate need but consulting on future needs and recommending credit union products and services to meet those needs. They also deliver a superior member experience to members and potential members of the credit union who interact through our branch locations and over the phone. The Specialist must have a thorough understanding of credit union processes, products, and services to communicate the most appropriate solutions. They must have a proven sales background with a history of meeting or exceeding established goals in a fast-paced environment and may also be relied on to complete teller duties as needed. Responsibilities include: Account opening and maintenance while proactively cross-selling credit union products and services to existing and potential members through in-person sales, phone calls, and written correspondence. Answering questions and resolving complex technical problems on member accounts. Processing in-branch loan requests while uncovering possible lending needs through conversations with members and reviewing credit reports. Providing service and support over the phone for routine and complex requests, taking complete ownership of each call. Assisting in planning and implementing branch sales promotion campaigns and performing other duties as assigned by the Branch Manager, such as working on call lists or external activities to bring business to the branch. Complying with all company policies and procedures, applicable laws and regulations including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Experience A minimum of one to three years of similar or related experience, including preparatory experience. Education/Certifications/Licenses A high school degree or equivalent. Interpersonal Skills Courtesy and tact are essential. The role involves personal contact with customers and others inside and outside the organization, requiring clear communication, diplomacy, and the ability to handle sensitive and confidential matters. Physical Requirements Ability to bend, sit, and stand for primarily sedentary work, lift up to 10 lbs, climb or descend stairs in an emergency, operate routine office equipment, and conduct work on a computer for 6-8 hours daily. Must be able to work extended hours or travel off-site when required or requested by management and maintain reliable attendance. Working Conditions Work performed in an indoor, climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Work independently or with limited supervision, follow written and oral instructions, perform basic calculations, spell accurately, understand computer basics, speak clearly, and manage multiple, changing priorities under tight deadlines while maintaining discretion on confidential matters. Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits, including up to $4000 per year in tuition reimbursement for full-time employees. Smart Financial 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 providing employment opportunities and benefits. #J-18808-Ljbffr