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Relationship Specialist 1

Location : Carson
Job Type : Temp/Contract
Reference Code : Carson
Job Industry : Banking - Financial Services

Job Description :

 


 

This position handles cash operations.  Under general supervision, performs a wide variety of duties relating to handling member transactions including but not limited to; receiving and disbursing funds, posting deposits and loan / VISA payments, making account transfers, issuing money orders, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening savings, checking, money market and certificate of deposit accounts (excluding trust and IRA accounts).  Comprehensively cross-trained to provide plastic card services such as; issuing temporary cards, re-pinning existing cards, and ordering new cards.  Maintains records of various sale transactions such as; money orders, cash advances, and balances a daily cash drawer.  Ensures member transactions are processed in an accurate and timely manner to make sure that member service objectives are achieved.  May also be called upon to assist with daily balancing.  Cross-sells all other products and services to include Investment Services , First Mortgages, and Autoland (auto loans).  Allows for in-person, personalized service and provides opportunities to conduct needs-based sales using referrals for other products and services that support various production goals. 

 
Required Qualifications :

 


 

 

 
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