Role OverviewThe Financial Relationship Coordinator provides exceptional customer experience by supporting the delivery of financial services through establishing, developing, and maintaining strong and effective working relationships with internal and external customers.
What You Will Do
Responsibilities include handling incoming phone calls, walk-in customers, financial transactions, monetary accounting activities, funds deposits, and daily reports. Assists in proactively identifying service office needs and providing administrative support for the marketplace.
Why It Might Be a Fit
This role contributes independently to routine and recurring work with growing confidence and consistency. It applies established procedures, manages assigned responsibilities effectively, and collaborates with others to support business outcomes.
Requirements
- High School Diploma/GED with 3 years relevant experience required
- Bachelor' degree is preferred
Benefits
- Medical, dental, and vision insurance
- Well-being and fitness reimbursement programs
- Paid vacation, sick leave, and holidays
- 401(k) plan with company contributions and matching opportunities
- Paid parental leave
- Short-term and long-term disability coverage
- Tuition reimbursement and professional development programs
- Community involvement and volunteer opportunities
- Variable compensation opportunities for eligible positions
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