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Relationship Banking Specialist II

Company: Wings Financial Credit Union
Location: Appleton
Posted on: November 18, 2023

Job Description:

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 channels.


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 and services.
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 their needs.
Identifies inter-departmental cross-sell opportunities and refers existing members and prospects to the appropriate department for follow up.
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 IRAs
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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