Member Relationship Specialist (Banker)

Essential Functions Sales & Service • Provide excellent service to all Members, volunteers, internal employees, and service providers. • Cross-sell RCU and RCUSG products and services. • Open accounts and match Member needs to RCU and RCUSG products and services. • Determine the appropriate loan product(s) to meet the Member(s) needs. • Obtain information from Member to complete loan application; examine and collect proper loan documents. • Complete loan-funding process and recommend additional products or services to meet Member needs. • Research Member questions, problems, and complaints and respond with accurate information. • Safeguard member information and ensure confidentiality by following established policy and procedures. Transactions • Perform file maintenance on all types of accounts. • Perform accurate teller transactions and reconcile cash nightly. Teamwork and Other Functions • Conduct audits of Credit Union documents and files. • Answer phone and efficiently complete phone requests. • Participate in branch, departmental, and company meetings. • Perform branch opening and closing duties.

Created: 2026-03-04