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Team One Credit Union
Caro, MI | Full Time
$113k-149k (estimate)
3 Days Ago
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Relationship Specialist
$113k-149k (estimate)
Full Time | Banking 3 Days Ago
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Team One Credit Union is Hiring a Relationship Specialist Near Caro, MI

Are you seeking a financial institution career and not just a job? Do you find joy in helping others? Not into working evenings or weekends? If so, we may have the perfect opportunity for you!
Team One Credit Union is seeking a full-time Relationship Specialist (aka Universal Employee) for the Caro branch, located at 1130 Cleaver Rd. This position is performed 100% onsite and offers a variety of responsibilities, from teller transactions to new accounts and consumer loans. The successful candidate will have a cheerful outlook, enjoy a dynamic team environment, and will thrive on learning a multitude of tasks.
Key Responsibilities:
  • Greet members, log branch visits, and assist with appointment traffic.
  • Accurately process member transactions in a prompt, friendly manner.
  • Balance cash drawer and assist with branch closing procedures on a regular basis.
  • Promote Team One products/services and educate members about new offerings.
  • Assist with ITM/ATM machine balancing and processing of night-drop transactions.
  • Process forms and perform basic account maintenance.
  • Establish new accounts, CDs, and IRAs.
  • Perform all aspects of consumer loans (except decisions), from application to disbursement.
  • Assist members with mobile app, online banking, bill pay, e-alerts, and other remote services.
  • Safeguard member information and maintain confidentiality at all times.
  • Inspire member trust by providing sound recommendations.
  • Adhere to all operational, security, risk and regulatory policies and procedures.
  • Other duties as assigned.
Preferred Qualifications:
  • Previous experience in a similar role within a financial institution (highly preferred).
  • Ability and willingness to cross-sell (required).
  • Unlimited availability Monday-Friday (required).
  • Cash handling and customer service (required).
  • ITM/ATM machine balancing and vault balancing procedures.
  • Familiarity with consumer lending guidelines and required documentation.
  • Working knowledge of electronic services and remote service offerings; ability to troubleshoot when necessary.
  • Ability to read and interpret credit reports.
  • Firm understanding of debt ratios.
  • Willingness to obtain CCUFC (Certified Credit Union Financial Counselor) designation within the first six months of employment (required).
Starting wage will be dependent upon multiple factors including skills and experience.
Who We Are:
Team One Credit union is more than a workplace – we are a community united by our mission: Partnering with our members along their journey toward financial well-being by cultivating lifelong relationships.
Team One Credit Union is dedicated to providing innovative solutions and personalized support, in pursuit of our vision: Empowering financial dreams anywhere – for ALL.
Our core values guide us in everything we do – shaping our culture and driving our commitment to excellence. We are collaborative, accountable, honest, courageous, transparent, open-minded, and member-focused.
Why Join Our Team:
  • Competitive salary and benefits package.
  • Opportunity to make a significant impact on the growth and success of the institution.
  • Collaborative and inclusive work environment.
Team One Credit Union is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$113k-149k (estimate)

POST DATE

05/25/2024

EXPIRATION DATE

07/23/2024

WEBSITE

teamonecu.org

HEADQUARTERS

SAGINAW, MI

SIZE

50 - 100

FOUNDED

1935

CEO

DANA CURNUTT

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Team One Credit Union

Team One Credit Union was originally organized by a group of 15 teachers as Saginaw Teachers Club Credit Union in 1935. Formed to fill a need as a place where teachers could receive financial assistance at reasonable rates, the purpose of this credit union was, and is, to encourage thrift (savings) among our members. The office on Hayden Street in Saginaw, across from the Board of Education, was opened in 1967. That structure was torn down in 1983, and the current facility was built to accommodate the increase in membership. Over the years, Team One has grown to service over 63 counties in Mic ... higan. Team One offers a variety of financial services including Savings and Checking Accounts, Visa Debit and Credit Cards, Loans, Commercial Products, Insurance, Investment Services and more. More
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