Kenai - Relationship Specialist 2 - Full Time - Onsite (AK)
$50,107–$75,171 year
On-site · Kenai, Alaska, United States
Job Summary
The Relationship Specialist II role focuses on delivering exceptional member experiences through in-person and phone interactions, guiding members to resolutions, and promoting branch services. Responsibilities include opening new accounts/sub-shares, handling cash and card services, originating and processing loan applications (including consumer loan types), and referring Mortgage, Investments, and Autoland products. The position requires maintaining confidentiality, accuracy in transactions, meeting performance and revenue targets, and representing the Credit Union professionally while collaborating with team members. Key activities include escorting members to destinations, handling account maintenance (address/name changes, beneficiaries, notary services), processing deceased accounts, and ensuring branch balance. Candidates should demonstrate the ability to identify member needs, perform related transactions, and support continuous improvement initiatives, with strong interpersonal and communication skills and a solid grasp of deposit and loan products, applicable regulations, and PC/Microsoft applications.
Required Qualifications
- 1 year experience in a similar position and prior loan experience and reaching service and performance goals
- Knowledge of applicable Federal, State and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D and Regulation E
- Comprehensive knowledge of all deposit account products and all services
- Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system)
- Proven ability to garner business
- Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
- Capable of working under pressure and with frequent interruptions
- Proficient in the operations of a PC and Microsoft applications including Outlook, Word and Excel
- Good verbal communication (in-person and over the phone), written communication, problem solving, member service, and organizational skills
- Attention to detail
- NMLS Registered
- Notary preferred
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