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BrightStar Credit Union · 23 hours ago

Member Relationship Specialist Floater

Cooper City, FL, US

Full-time

Onsite

Entry Level

1+ years exp

BrightStar Credit Union is a community-based organization focused on providing financial services to its members. The Member Relationship Specialist Floater is responsible for assisting members with their financial needs, providing exceptional service, and supporting various branch locations as required.

BankingCredit CardsFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Provide members with a personalized rewarding experience by executing various defined member engagement strategies through the knowledge and use of sales skills measured by member experience surveys

Confidently build relationships with members by understanding their financial life priorities and connecting them to our solutions that meet their financial goals

Assist with the month-end closing process, including variance analysis, posting monthly entries, and being responsible for maintaining the month-end checklist

Process appropriate percentage of teller transactions for the branch as defined by branch management, with a high degree of accuracy within the limits of the over/short policy

Process an appropriate percentage of new accounts and account maintenance as defined by branch management with a high degree of 'Quality Assurance' accuracy within the limits of credit union policy

Use sales skills to uncover Member needs and provide credit union deposit and loan solutions

Dependability—Accomplishes workload responsibilities promptly without prompting

Takes the initiative to manage and communicate absences and leave appropriately

Meet or exceed ancillary product sales referral goals

Attitude – Demonstrates positive attitude and behavior in support of organizational goals and management

Demonstrates professionalism, an optimistic and team-oriented approach to work, and the highest integrity

We maintain a professional business image and use practical communication skills when representing BrightStar Credit Union

Complies with Credit Union policies and procedures (including BSA/US Patriots Act, OFAC, security policy, and confidentiality policy), government regulations, and other policies and procedures related to the position

Attend required training as directed by management

Proactively seek knowledge of the features and benefits of all credit union products and services

Maintain knowledge with B.S.A. Compliance training

Support each branch’s location as business dictates

Weekend hours may be required

Other job-related duties as assigned