Relationship Specialist (32587)

Title: Relationship Specialist

Department: Retail Branches

Reports To: Branch Sales Manager I-III

Job Grade: 8

FLSA: Non-Exempt                                                                  Last Modified: 4/3/2026

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It’s a Job … Only Better!

At UKFCU, we’re more than a Credit Union – we’re a community, and we’ve been proudly serving our members since 1937! As a rapidly growing, not-for-profit organization, we’re dedicated to making a real difference in the lives of our members and employees alike. If you’re looking for a workplace where you can grow, make an impact, and have fun while helping others, UKFCU is the place for you!

Why This Role Matters

As a Relationship Specialist, you will play a key role in delivering exceptional financial services to our members. You will provide expert guidance on credit union products, process transactions, and engage with members to identify financial solutions that best meet their needs. Your ability to build relationships and offer financial solutions will directly impact member satisfaction and the success of our credit union.

What You’ll Do

Member Services & Financial Consultation:

• Assist members with financial transactions and account services.
• Interview members to assess their financial needs and recommend appropriate products and services.
• Process loan applications, deposits, withdrawals, and other account-related transactions.
• Notarize documents, research accounts, perform account maintenance, open deposit accounts (consumer, business, IRA), originate loan applications, inform members of loan decisions, explain loan documents to members. Update member account records as needed, maintaining accurate records of member transactions.

Sales & Relationship Building:

• Actively promote credit union products and services that align with member needs.
• Engage in sales development training and activities to enhance service offerings.
• Stay informed about consumer credit trends and market conditions.
• Maintain necessary licensing for the sale of specific financial products.
• Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals.

Compliance & Operational Support:

• Ensure adherence to UKFCU policies, board-established guidelines, and regulatory requirements.
• Maintain confidentiality of member and employee information.
• Assist in resolving member concerns and escalate complex issues when necessary.
• Stay updated on industry regulations and best practices.

Who You Are

Experience & Education

• 2 - 5 years of experience in a customer service, call center, or financial services role.
• High school diploma or equivalent required.

Skills & Strengths

• Excellent verbal communication, with a professional and friendly demeanor.
• Proficient in basic math and data entry, including calculations with American currency.
• Ability to analyze problems, think critically, and offer effective solutions.
• Competent in writing reports and professional correspondence.
• Comfortable working independently in a fast-paced environment.

Key Traits

• Empathetic and composed under pressure, especially when assisting members in distress.
• Passionate about helping others and creating a positive member experience.
• Committed to professionalism, integrity, and the credit union philosophy.
• Accountable to performance metrics and service goals.

What’s in It for You?

• Competitive salary and industry-leading benefits.
• Opportunities for professional growth and leadership development.
• A chance to make a lasting impact on our members and the organization’s future.

Legalese

Equal Opportunity Employer
UKFCU is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

At-Will Employment
Employment with UKFCU is deemed “at-will,” which means that either you or the company may terminate the employment relationship at any time, with or without cause or notice, unless otherwise provided by law.

Physical and Cognitive Demands
This role requires a blend of physical activity and mental focus to effectively perform its essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role. Key physical activities include sitting, standing, walking, and occasional lifting (up to 25 pounds). You’ll also use your hands for various tasks, reach with your arms, and engage in conversations. Vision requirements include the ability to focus, perceive depth, and distinguish colors. Cognitive abilities essential for this role include judgment, auditory perception, memory, reasoning, and occasional persuasion.

Work Environment
You’ll primarily work indoors in a comfortable, climate-controlled office setting. The noise level is typically moderate, ensuring a focused yet dynamic work environment. Reasonable accommodations will be provided as needed to support an inclusive workplace.

This job description provides a general overview of the responsibilities and expectations for this role. It is not a comprehensive list of tasks, and employees may be asked to take on additional duties to support team success.