Relationship Advisor I

Centra Credit Union • Carmel, IN

7d • $24 • Onsite

About The Position

Centra Credit Union has an exciting opportunity for a motivated professional to
join our team as a full-time Relationship Advisor I at our branch in Carmel, IN.
The Relationship Advisor is responsible for engaging Members in meaningful
conversations and advising on lending and financial products and services to
create value. A Relationship Advisor will perform at a high level of competency
in educating and counseling on financial solutions. This position will perform
Member account transactions to fulfill periodic need in Retail Operations and
contributes to the safety and security of the branch in compliance with policy
and procedure.

The position has a Learning Path to develop and grow their skills while
transitioning from a Relationship Advisor I through Relationship Advisor III
role. Team Members can reside in a Relationship Advisor III role or continue to
pursue further development in Retail Operations or another career path.

Requirements

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Responsibilities

• Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending.
• Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions.
• Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement.
• Engages in required Learning Path for continued development and growth and obtains Centra certification.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees