Job Details

Seeking Realtionship Specialist for CA








California, United States


Banking and Finance




Relationship Specialist – San Luis Obispo, Atascadero and Nipomo
Full-time Non-Ex Reg Full-Time
8900 Pueblo Ave., Atascadero,CA, 93422
542 W Tefft St., Nipomo, CA 93444
San751 Marsh St., San Luis Obispo, CA 93401

Under the general supervision of the Branch Manager, the Relationship Specialist identifies the financial needs of Credit Union members and effectively cross-sells products, services and solutions. Responsible for performing a wide variety of loan and deposit-based functions. Researches, analyzes and resolves a broad range of complex customer issues. Provides a high level of responsiveness to member inquiries by phone, email, or in person. Promotes/maintains positive image of the Credit Union.

Some of the responsibilities of the job;
• Prepares and processes loan related transaction requests, in person or by telephone
• Explains, promotes and cross sells services, products, programs and investment opportunities
• Resolves errors, member problems and/or complaints in a timely manner
• Opens new membership and share accounts and cross sells products as appropriate
• Assists members in identifying loan products and follows loan application procedures
• Assists members in identifying deposit products and follows appropriate procedures
• Performs advanced problem resolution and account adjustments
• Maintains current job knowledge of Credit Union policies, procedures, and services
• Practices cross-selling techniques to promote other Credit Union services
• Makes outbound calls to initiate and process new loan and deposit products
• Identifies and refers new business members and accounts to their respective Branch Manager

Some of the requirements of the job;
• High School Diploma
• Minimum of 2 years' progressive sales and cross-selling experience in a financial or retail environment
• Proficiency in MS Office (especially Word) highly desirable
• Knowledge of Credit Union products and services
• Ability to be bonded

We offer great benefits including, very generous PTO, low premium health insurance, 401k matching, and more…
If you are motivated and team-oriented, here's your chance to work where every day is Another great day!

Please apply online

CoastHills is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.