Relationship Service Specialist I

Company: FOUR POINTS FEDERAL CREDIT UNION
Location: Omaha
Posted on: May 14, 2025

Job Description:

Description:The Relationship Specialist I will efficiently service and deliver Credit Union financial services to currentand prospective members. The position will provide member transaction and account related servicesand assistance by determining the member's needs in person, over the phone, and through electroniccommunication. The individual will process requests in a friendly, professional, accurate, timely, andefficient manner.
This position will also promote, advocate, and deliver all deposit related products and services including,but not limited to: savings and checking accounts, debit cards, certificates, and referrals to a lender forloans etc. Other assigned tasks may include, but are not limited to, new member follow-up support,mortgage processing support, quality control audits and reviews, and other tasks which contribute to anoverall high quality member experience.
Primary Functions

• Establish, develop, and maintain strong member relationships through face-to-face interactions, telephone communications, and written correspondence in addition to providing a consistent level of service which is timely, thorough, and responsive to all members.
• Represent the Credit Union in meeting a broad range of financial service needs.
• With limited supervision, responsible for servicing the needs of existing and prospective members ,as well as referral of related services.
• Identify situations when it is best to refer a member to other personnel to effectively exceed the member expectations.
• Interaction with management and other Credit Union staff to achieve the highest level of Credit Union service to members.Key Areas of Responsibility
  
  • Primary teller in the branch which may include opening or closing the branch location independently and / or without supervision.
  • Responsible for performing and facilitating a wide range of account related transactions daily in person, over the phone, or through electronic communication.
  • Will have vault combinations/responsibilities which include maintaining cash, buying and selling cash, and cash related audits.
  • Provides a consistent and professional level of quality service which is timely, thorough, and responsive to all members.
  • Respond to routine requests and inquiries to resolve member concerns or complaints with Credit Union services, products, or software.
  • Establishes, develops, and maintains strong member relationships by providing a consistent quality level of service which is timely, thorough, and responsive to all members and exceeds expectations.
  • Take ownership of member problems, concerns, or complaints until they are resolved to the member's satisfaction which includes involving management or other resources when necessary.
  • Recommend products and services which fulfill the member's need.
  • Look for and act upon new product and service referral opportunities to meet established goals. Provide other teller support services as needed to meet the needs of each member.
  • Record all types of account transactions into the Credit Union accounting system and maintain a high degree of accuracy in performing member account transactions and accounting for cash.
  • Work on a variety of special projects that may be assigned to support Credit Union operations.
  • Provide administrative support for management personnel as needed.
  • Present a professional image of Four Points Federal Credit Union and provide a service experience which exceeds member expectations.Requirements:Basic Requirements
    • High school diploma and minimum one year experience in a cash handling environment, or equivalent.
    • Working knowledge of credit union products and services.
    • Strong service, communication (verbal and written), and effective team skills.
    • Effectively utilize computer technology and a wide variety of software applications and accounting systems.
    • Organizational and time management skills.
    • Present a professional and friendly image of Four Points Federal Credit Union and provide service which consistently exceeds member expectations.Physical Demands
      • Prolonged periods sitting at a desk and working on a computer.
      • Good manual dexterity for the use of common office equipment.
      • Must be able to lift up to 15 pounds at a time.EEOFour Points Federal Credit Union is an Equal Opportunity Employer and does not discriminate againstany employee or applicant in employment opportunities or practices on the basis of race, color, religion,sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status, disabilityor any other characteristic protected by law. Four Points Federal Credit Union is committed to providingreasonable accommodations to individuals with a disability to perform essential functions. Applicants witha physical or mental disability who require a reasonable accommodation for any part of the applicationor hiring process, may contact the Human Resources at hr@fourpointsfcu.org.Note:The above information on this job description has been designed to indicate the general natureand level of work performed by this employee. It is not designed to contain or be interpreted as acomprehensive inventory of all duties, responsibilities and qualifications required of employeesassigned to this job.
        
        
        Compensation details: 17 Hourly Wage
        
        
        
        PIa956a756c4d1-37248-37640529

Keywords: FOUR POINTS FEDERAL CREDIT UNION, Sioux City , Relationship Service Specialist I, Other , Omaha, Iowa