Relationship Specialist 2 - Kenai
Relationship Specialist 2 – Kenai
Pay Range: $21.34 – $32.01/hour
About the Opportunity:
Our client is a respected Alaska financial institution where team members help members achieve their goals through personalized guidance and meaningful service. As a Relationship Specialist 2, you’ll engage in conversations that matter, support members’ financial needs, and drive branch success.
What You’ll Do:
- Consult with members, identify needs, offer solutions, and follow up on pending transactions in person or by phone.
- Generate new business through call reports and scheduled outreach.
- Handle account maintenance including card services, address/name changes, joint owners/beneficiaries updates, account closings, deceased account processing, notary services, and issuing cashier’s checks.
- Open new accounts and process consumer loans, including Closed-end Signature and VISA loans as needed.
- Recommend and refer products and services such as mortgages, investment services, and Autoland.
- Ensure branch balances are accurate, monitor for suspicious behavior, and maintain strict confidentiality of sensitive member information.
- Complete all required compliance training and support continuous improvement initiatives and Credit Union events.
- Represent the Credit Union professionally while treating members and team members with respect.
- 1+ year of experience in a similar role with prior loan experience and achieving service/performance goals.
- Knowledge of Federal, State, and NCUA regulations, including BSA, Regulation CC, D, and E.
- Familiarity with deposit account and loan products, including associated systems (Loans PQ).
- Proven ability to generate business and provide empathetic, member-focused service.
- Strong communication, problem-solving, organizational skills, and attention to detail.
- Comfortable working under pressure and frequent interruptions.
- Completion of all compliance-related coursework; NMLS registration required; Notary preferred.
Medical, Dental, Vision, Life Insurance, FSA, 401(k) Match, PTO, Training Provided, Tuition Reimbursement.
Take the next step in your career.
Apply today or email jobs@peopleak.com for the complete job description.
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