Relationship Specialist (31682)

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    "description": "<p style=\"margin-top:13px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:14.65pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Title: </span></b><span style=\"font-size:12pt;\"><span style=\"letter-spacing:-0.15pt;\">Relationship Specialist</span></span></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Department: </span></b><span style=\"font-size:12pt;\"><span style=\"letter-spacing:-0.35pt;\">Retail Branches</span></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Reports To: </span></b><span style=\"font-size:12pt;\"><span style=\"letter-spacing:-0.6pt;\">Branch Sales Manager I-III</span></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\"><strong>Job Grade:</strong> </span><span style=\"font-size:12pt;\"><span style=\"letter-spacing:-0.35pt;\"><span style=\"font-weight:normal;\">8</span></span></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">FLSA: </span></b><span style=\"font-size:12pt;\">Non-Exempt</span><span style=\"font-size:12pt;\">                                                                  <b>Last Modified: </b>4/3/2026</span></span></span></span></p>\n\n<p><span style=\"font-size:11pt;\"><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">________________________________________________________________________________________________________________________</span></span></span></span></p>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">It’s a Job … Only Better!</span></span></span></span></span></span></p>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">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!</span></span></span></p>\n\n<div align=\"center\" style=\"margin-bottom:8px;text-align:center;\">\n<hr align=\"center\" size=\"2\" width=\"100%\" /></div>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">Why This Role Matters</span></span></span></span></span></span></p>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:12pt;\"><span style=\"font-family:Calibri, sans-serif;\">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.</span></span></p>\n\n<div align=\"center\" style=\"margin-bottom:8px;text-align:center;\">\n<hr align=\"center\" size=\"2\" width=\"100%\" /></div>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">What You’ll Do</span></span></span></span></span></span></p>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Member Services &amp; Financial Consultation:</span></b></span></span></p>\n\n<ul style=\"margin-bottom:8px;\">\n\t<li><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Assist members with financial transactions and account services.</span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Interview members to assess their financial needs and recommend appropriate products and services.</span></span></span></span></span></li>\n\t<li><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Process loan applications, deposits, withdrawals, and other account-related transactions.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">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.</span></span></span></span></span></li>\n</ul>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Sales &amp; Relationship Building:</span></b></span></span></p>\n\n<ul style=\"margin-bottom:8px;\">\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Actively promote credit union products and services that align with member needs.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Engage in sales development training and activities to enhance service offerings.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Stay informed about consumer credit trends and market conditions.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Maintain necessary licensing for the sale of specific financial products.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Regularly contact members via email and phone to maintain relationships, share sales opportunities, and follow up on teller referrals.</span></span></span></span></span></li>\n</ul>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Compliance &amp; Operational Support:</span></b></span></span></p>\n\n<ul style=\"margin-bottom:8px;\">\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Ensure adherence to UKFCU policies, board-established guidelines, and regulatory requirements.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Maintain confidentiality of member and employee information.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Assist in resolving member concerns and escalate complex issues when necessary.</span></span></span></span></span></li>\n\t<li style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span><span><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Stay updated on industry regulations and best practices.</span></span></span></span></span></li>\n</ul>\n\n<div align=\"center\" style=\"margin-bottom:8px;text-align:center;\">\n<hr align=\"center\" size=\"2\" width=\"100%\" /></div>\n\n<p style=\"margin-bottom:8px;\"> </p>",
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    "qualifications": "<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">Who You Are</span></span></span></span></span></span></p>\n\n<p class=\"MsoBodyText\" style=\"margin-top:1px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Experience &amp; Education</span></b></span></span></p>\n\n<ul style=\"margin-top:1px;\">\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">2 - 5 years of experience in a customer service, call center, or financial services role.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">High school diploma or equivalent required.</span></span></span></li>\n</ul>\n\n<p class=\"MsoBodyText\" style=\"margin-top:1px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Skills &amp; Strengths</span></b></span></span></p>\n\n<ul style=\"margin-top:1px;\">\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Excellent verbal communication, with a professional and friendly demeanor.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Proficient in basic math and data entry, including calculations with American currency.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Ability to analyze problems, think critically, and offer effective solutions.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Competent in writing reports and professional correspondence.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Comfortable working independently in a fast-paced environment.</span></span></span></li>\n</ul>\n\n<p class=\"MsoBodyText\" style=\"margin-top:1px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><b><span style=\"font-size:12pt;\">Key Traits</span></b></span></span></p>\n\n<ul style=\"margin-top:1px;\">\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Empathetic and composed under pressure, especially when assisting members in distress.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Passionate about helping others and creating a positive member experience.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Committed to professionalism, integrity, and the credit union philosophy.</span></span></span></li>\n\t<li class=\"MsoBodyText\" style=\"margin-top:1px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:12pt;\">Accountable to performance metrics and service goals.</span></span></span></li>\n</ul>\n\n<div align=\"center\" style=\"text-align:center;text-indent:-0.25in;margin-left:48px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-family:Symbol;\">·</span></span></span></span>\n\n<hr align=\"center\" size=\"2\" width=\"100%\" /></div>\n\n<p style=\"margin-bottom:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">What’s in It for You?</span></span></span></span></span></span></p>\n\n<ul style=\"margin-bottom:8px;\">\n\t<li style=\"margin-bottom:8px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Competitive salary and industry-leading benefits.</span></span></span></li>\n\t<li style=\"margin-bottom:8px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">Opportunities for professional growth and leadership development.</span></span></span></li>\n\t<li style=\"margin-bottom:8px;margin-left:8px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\">A chance to make a lasting impact on our members and the organization’s future.</span></span></span></li>\n</ul>\n\n<div align=\"center\" style=\"margin-bottom:19px;text-align:center;\">\n<hr align=\"center\" size=\"2\" width=\"100%\" /></div>\n\n<p style=\"margin-bottom:19px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><span style=\"font-size:40pt;\"><span style=\"font-family:'Turbinado Light Pro';\"><span style=\"color:#2f5496;\">Legalese</span></span></span></span></span></span></p>\n\n<p style=\"margin-bottom:19px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b>Equal Opportunity Employer</b><br />\nUKFCU 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.</span></span></span></p>\n\n<p style=\"margin-bottom:19px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b>At-Will Employment</b><br />\nEmployment 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.</span></span></span></p>\n\n<p style=\"margin-bottom:19px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b>Physical and Cognitive Demands</b><br />\nThis 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.</span></span></span></p>\n\n<p style=\"margin-bottom:19px;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b>Work Environment</b><br />\nYou’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.</span></span></span></p>\n\n<p align=\"center\" style=\"margin-bottom:19px;text-align:center;\"><span style=\"font-size:11pt;\"><span style=\"line-height:normal;\"><span style=\"font-family:Calibri, sans-serif;\"><b><i>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.</i></b></span></span></span></p>",
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