Relationship Specialist

Job description

Essential Responsibilities: Deposit Process: - Serving as the contact person for any member service assistance with assigned Officers’ portfolios. - Processing requests for transfers of funds and other needs as they arise. - Safeguarding member information and communications. - Following up and clearing all outstanding deposit exceptions. - Pulling reports for Officers as needed. - Meeting with officers weekly to manage business development. - Processing transfer requests. - Processing wire transfers and stop payments. - Decision overdrafts and non-post items daily. - Opening accounts for members. - Managing the process of fraud for impacted members – completing affidavits, posting restrictions on accounts, etc. - Assisting members with account research as needed. - Coordinating the needs of members with appropriate departments and following up to ensure satisfaction of service. - Assisting members with ordering checks, ATM/Debit cards and online banking enrollment. - Assisting Officers with sales calls as requested. Loan Process: - Provide excellent service to our members and bankers. - Prepare Debt Summary (if applicable). - Preparing loan payoff quotes upon request from members....