Relationship Representative (Park 100)

Details: Essential Function Relationship Rep performs financial transactions efficiently, accurately, and in a professional manner while providing quality member service focused on building relationships and expanding TCU’s wallet share. Primary Responsibilities & Duties Proficiently performs the duties and responsibilities of the Service Rep. (See Service Rep Job Description.) Responsible for following established guidelines and procedures while processing new and existing accounts, IRAs, CDs, HSAs, loan applications, and all other basic lending functions. Responsible for complex problem solving through research, using open-ended questions, and consistent follow up to ensure member satisfaction. Responsible for individual performance goals and results as directed by Service Center Management Responsible for providing operational and member service assistance to the teller staff. Participate in continuing education as assigned. Assumes other miscellaneous responsibilities as assigned for the efficient operation of the service center. Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union. Specific Skills Excellent human relations skills including verbal and written communication skills. Proficient cash handling skills. Strong analytical and decision making skills to be able to be able to problem solve, empathize, and find workable solutions which mutually benefit TCU and its membership. Able to work in a fast-pace / diverse environment. Able to meet and exceed goals. Self-driven. Practical application and general understanding of various computer applications. Minimum Requirement High School Diploma, GED or equivalent certification. 2-3 years of retail sales and professional skills or 1-2 years of sales and financial services experience. Knowledge of sales and financial services generally acquired by two to three year’s practical experience within a financial institution or related field. Accountability Accountable for the quality of member service rendered, proper documentation of loans and other services, adherence to TCU Sales and Service Expectations. Protection of assets and security of the branch and personnel are a basic responsibility. Accountable for understanding and applying TCU policies and procedures relating to the Bank Secrecy Act (BSA/AML, CIP and OFAC). Display a willingness to learn and grow, initiate personal development and participate in TCU and community events.
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