Relationship Specialist (31800)
On-site · Florence, Kentucky, United States
Job Summary
Relationship Specialist at UKFCU focused on delivering exceptional financial services to members. Responsibilities include assisting with financial transactions, interviewing members to assess needs, processing loans and account activities, notarizing documents, originating loan applications, promoting credit-union products, maintaining licensing for product sales, and ensuring compliance. The role emphasizes relationship-building, proactive member contact, data entry accuracy, and professional communication to support member satisfaction and branch goals.
Required Qualifications
- 2-5 years experience in a customer service, call center, or financial services role
- High school diploma or equivalent required
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