Smart Financial
Relationship Specialist - North Loop Branch
Houston, Texas, United States · Part-time
Sponsorship not specifiedDetected 1 day ago
Customer SupportResearchCommunicationProblem Solving
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- The Relationship 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 our branch locations and over the phone.
- This person may also be relied on to complete teller duties and transactions as needed in the course of the day.
- Responsible for 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.
Responsibilities
- 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.
- Provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills.
- May assist in the planning and implementation of 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.
Requirements
- Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
- Must be able to read and carry out various written instructions and follow oral instructions.
- Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
- Must be able to speak clearly and deliver information in a logical and understandable sequence.
- Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
- Must be able to effectively handle multiple, simultaneous, and changing priorities.
- Must be capable of exercising highest level of discretion on both internal and external confidential matters.
- This individual must have a thorough understanding of credit union processes, products, and services in order to effectively communicate the most appropriate solutions to our members.
- Applicant must have a strong and proven sales background with the ability to meet or exceed established goal in a fast-paced environment.
Company info
- Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
- In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature.
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This listing is sourced directly from Smart Financial's careers page and normalized into a canonical job model.