Relationship Banking Specialist II
Company: Wings Financial Credit Union
Posted on: November 18, 2023
Settlers best Credit Union, a division of Wings, is currently
searching for a Relationship Banking Specialist II at our Appleton,
WI location. The Relationship Banking Specialist serves as a
subject-matter-expert and is primarily responsible for providing
superior service virtually and in-person while enthusiastically,
accurately, and efficiently meeting the diverse needs of our
members. This position facilitates consumer loans, sells deposit
accounts and electronic banking services, processes various digital
and in-person account transactions, and maintains service delivery
Facilitates consumer lending application, underwriting, and
approvals within signing authority limits.
Establishes and expands member relationships by promoting and
selling our full range of consumer and business depository accounts
and services as permitted by SbCU policy and regulation.
Serves as digital banking expert:
establishes user access to various digital banking platforms.
sells, and promotes the usage of digital banking products and
services to prospective, new, and existing business and consumer
members who virtually contact or visit the location.
provides expert advice and ongoing member education and
navigational support following adoption of digital banking products
Responds to member requests and provides required assistance which
may include, but is not limited to, the following: enabling digital
banking users, updating client personal information or account
information/ access, facilitating foreign transactions, originating
stop payments or wires, and performing research.
Processes various digital and in-person account transactions.
Employs subject-matter-expertise to provide seamless problem
resolution for member technical and service issues, gathering
necessary information and providing timely virtual or in-person
updates through completion.
Provides consistently superior member service, confidently engaging
members using various communication channels to take ownership of
the membership experience, surpass their expectations, and meet
Identifies inter-departmental cross-sell opportunities and refers
existing members and prospects to the appropriate department for
Performs daily departmental tasks, account and system maintenance,
and project-related assignments.
Minimum of 2 years of retail banking/credit union/financial
institution experience to include, cash handling, customer service,
supervisory and/ or sales experience; deep understanding of
financial institution products, services, and technology
Minimum of 2 years consumer lending experience facilitating
applications, underwriting and approvals
High school diploma required
Proven ability to establish depository accounts including HSAs and
Demonstrated understanding of deposit and consumer loan document
preparation, online account opening, and teller platforms
Demonstrated ability to multi-task and adapt to evolving
technologies and work conditions
Proficient with MS Office products and general office equipment
Keywords: Wings Financial Credit Union, Appleton , Relationship Banking Specialist II, Accounting, Auditing , Appleton, Wisconsin
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