Role OverviewThe Relationship Officer is responsible for processing member transactions, selling credit union products, and maintaining relationships with members. This role requires effective communication, sales skills, and a deep understanding of WECU products and services. The position is available for a rotating Saturday shift.
What You Will Do
Responsibilities include assessing member needs, achieving sales targets, building trust and engagement, maintaining product knowledge, and providing exceptional service. The role also involves resolving member concerns, processing transactions, and performing other member service functions.
Why It Might Be a Fit
To be successful in this role, you will need to possess strong communication and sales skills, a deep understanding of WECU products and services, and the ability to build trust and engagement with members. You will also need to be able to work effectively in a team environment and adapt to changing circumstances.
Requirements
- High school diploma or general education degree (GED) required
- Minimum 1 year experience as a WECU Service Consultant or related experience in a similar role at a financial institution or 3 years customer facing sales experience
- Relevant training and/or lending experience in a credit union, bank, or other financial institution preferred
- Bi-lingual Spanish a plus
- Possess and/or obtain a Notary Public License
Benefits
- Comprehensive benefits package
- Robust medical, dental, and vision benefits
- 401(k) retirement plan with an 8% annual contribution from WECU
- Bonus plan
- Two or more weeks of vacation
- Up to 11 paid holidays
- Paid life and disability insurance
- Annual wellness benefit
- Loan discounts
- Professional development
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