Relationship Banker I
About The Position
USALLIANCE Financial's Relationship Banker I delivers exceptional member experiences by implementing the credit union's sales and service standards and offering products and services intended to improve members' financial positions. The role represents USALLIANCE in the community and builds lasting relationships with members and partners. It combines teller-like and personal-banker-like responsibilities, functioning as a universal banker. The position performs member transactions and requests in person and by phone, shares information about credit union products and services, and cross-sells during eligible interactions. It may provide support to the Call Center, participate in community outreach, travel to other branches as needed, and assist with vault and ATM custody. Employees must maintain member and employee confidentiality and follow standard BSA/AML policies, procedures, and processes.
Requirements
- Minimum of 1 year of cash handling experience.
- Strong people skills, a can-do attitude, and a high energy level.
- Ability to multitask and manage multiple priorities and systems.
- Ability to work independently and cooperatively with credit union team members and departments.
- Strong communication, attention to detail, and active listening skills.
Nice To Haves
- High school diploma or equivalent preferred.
- Previous banking and/or contact center experience.
- Bilingual English/Spanish.
Responsibilities
- Promptly and accurately handle member transactions and requests in person and by phone, including balance inquiries, deposits, withdrawals, fund transfers, loan payments, online and mobile banking setup, and new membership and loan applications.
- Demonstrate knowledge of credit union products, services, policies, procedures, promotions, and special offers in member and employee interactions.
- Offer additional support to the Call Center when needed.
- Apply the credit union's sales and service standards and cross-sell products and services during every eligible member interaction.
- Protect the privacy and confidentiality of member and employee account and business information.
- Identify and communicate opportunities to improve business processes and efficiency.
- Participate in branch outreach and local community and SEG events as a USALLIANCE ambassador.
- Travel to other branch locations as needed.
- Assist with the vault and ATM custodian role.
- Adhere to standard BSA/AML policies, procedures, and processes.
Benefits
- Competitive salary and benefits package, including a 401(k) with a 6% match.
- Paid time off, wellness time, and paid federal holidays.
- Professional development and career growth opportunities, including exposure to mentorship from the executive team.
- Collaborative and inclusive work environment.
- Training to sharpen and expand skills.
- Compensable travel time when traveling to alternative branch sites.
- Eligibility for an annual corporate bonus.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
