Relationship Banker
About The Position
The Relationship Banker provides financial and account services to members in a confident and professional manner, ensuring efficient operations and exceptional service. The role handles member requests such as deposits, withdrawals, loan payments, new account openings, and member interviews, and accommodates staffing needs across the branch platform as required. It also involves assertive cross-selling to members and prospective members to support growth. The position performs teller duties, assists with account openings and closings, resolves member questions and complaints, and helps applicants with consumer and mortgage loan applications. The Relationship Banker explains loan programs, options, and requirements, promotes products and services based on member needs, and contributes to individual and team sales and referral goals. The role requires maintaining knowledge of credit union products, services, procedures, and policy changes, protecting confidential information, keeping informed about financial trends, and representing the credit union courteously and professionally while promoting its core values.
Requirements
- High school diploma or equivalent.
- Good figure aptitude.
- Detail-oriented and organized.
- Ability to work independently and in a team environment.
- Professional manner and appearance.
- Experience with the public.
- Good communication and service skills.
- Proven sales experience or abilities.
- NMLS is required.
Responsibilities
- Follow credit union service standards and provide informed, professional, and accurate service and support to members and associates.
- Process member transactions accurately and efficiently while maintaining a balanced cash drawer.
- Assist members with opening and closing accounts and resolve member problems, inquiries, or complaints.
- Assist applicants with consumer and mortgage loan applications and questions; explain loan programs, options, and requirements.
- Promote credit union products and services based on member needs and identify opportunities to cross-sell.
- Participate in developing new business for the credit union.
- Provide prompt, efficient, and accurate service while representing the credit union in a courteous and professional manner.
- Stay informed about emerging financial trends to better meet members’ needs.
- Achieve or exceed individual sales goals and participate in team sales and referral goals.
- Maintain knowledge of Credit Union 1 products, services, procedures, and policy and procedural changes.
- Protect confidential information and maintain member confidence.
- Accommodate staffing needs throughout the branch platform as required.
- Promote Credit Union 1’s core values: Be Great, Be Engaged, Be Open, Be Nice.
- Perform other duties as necessary or directed.
Benefits
- 14 paid holidays each year.
- Paid time off accrues starting on the first day of employment.
- Tuition reimbursement for approved courses after one year.
- Free Employee Assistance Program (EAP).
- Livongo Diabetes Management Program.
- Career growth opportunities and a stated philosophy of promoting from within whenever possible.
- Medical PPO insurance.
- High Deductible Health Plan (HDHP) and Health Savings Account (HSA).
- Dental and vision insurance.
- Life, AD&D, short-term disability, and long-term disability insurance, 100% company paid.
- 401(k) retirement and profit-sharing plan, subject to the stated age requirement.
- Free 24/7 Teledoc physician services.
- Pet insurance.
- Paid family medical leave when FMLA eligible.
- Exclusive interest rate reduction for qualifying loan products.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
