Client Relations Specialist

Join a team where your growth matters. We offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!

Recruiting for the position of client relations advisor. Primary Function: provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new relationships, and deepening and retaining existing relationships, to cross sell products and services.

• Accurately process transactions.
• Educate members about the most convenient way to complete transaction processing through other channels such as the mobile app, audio response, the Contact Center, etc.
• Resolve member complaints and concerns quickly and efficiently and involve other functional areas as needed.
• Responsible for handling large volumes of cash and negotiable items.
• Open new accounts, and process account transactions.
• Refer clients to business partners for consultation on Financial Services, Insurance Services, Real Estate and Business products as appropriate to meet needs.
• Consistently follow all applicable policies and procedures.
• Acquire in-depth knowledge of products and services through ongoing training and education.
• Meet or exceed established individual and team goals through the consistent application of the model.
• Support the successful implementation of marketing programs and promotions by creating member awareness.
• Adhere to all policies, procedures, and regulatory requirements.
• Participate in all required and recommended training and development and demonstrate attained knowledge.
• Participate on projects and strategic initiatives when the opportunity arises.
• Perform additional duties and special projects as assigned.
• Responsible for regular and predictable attendance including punctuality.

Qualifications

• High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate; or a current high school senior in possession of a certificate of satisfactory academic standing, required.
• NYS Notary Public license achieved within 12 months of obtaining position, required.
• Minimum 1 Year Customer service and sales experience in a retail environment experience, required.
• Previous cash handling experience, preferred.

Employee Perks: Base & Variable Pay Structures, Paid Personal, Holiday & Volunteer Time Off, Professional Development Training, Student Loan Repayment & Tuition Reimbursement Programs (after 1 year – up to 5k), Medical, Dental & Vision Coverage, 401(k) With Employer Match 5% & Non-Elective Employer Contribution, Life, Short-term & Long-term Disability Insurances, Discounted Loan Rates & Fees.