Relationship Banker- Loveland

General Electric Credit Union • Indian Hill, OH

21h

About The Position

General Electric Credit Union (GECU), a not-for-profit, member-owned full-service financial institution headquartered in Cincinnati, is hiring a Relationship Banker for its Loveland branch. The role uses a consultative approach to understand members’ financial needs and recommend GECU products and services, with a focus on building relationships and providing an impactful member experience.

The Relationship Banker serves members through account opening and maintenance, teller transactions, cash handling, consumer loan application and closing support, and branch operations. The role also manages a book of business and works toward sales and service goals through conversations and outbound calls to current and prospective members.

Requirements

• High school diploma or GED required.
• At least two years of customer service experience required.
• At least one year of experience working in a financial institution or related industry required.
• Basic understanding of financial institution products and services.
• Fundamental experience in consultative conversations and proficiency in opening and closing accounts.
• Working experience analyzing financial data, including credit reports.
• Strong interpersonal and customer service skills.
• Good written and verbal communication skills, including the ability to explain products and services effectively to members.
• Ability to function well in a fast-paced environment.
• Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office products and credit union systems.
• Good problem-solving skills to evaluate information and find appropriate solutions quickly.

Nice To Haves

• College degree preferred.

Responsibilities

• Greet and direct members as they enter the branch.
• Uncover members’ financial goals and needs through consultative conversations.
• Advise members on GECU products and services that support their desired outcomes and financial goals.
• Manage a book of business and meet sales and service goals through consultative conversations and outbound calls to current and prospective members.
• Open and close various types of depository accounts using required systems and following policies and procedures.
• Perform account maintenance, such as updating addresses and name changes.
• Investigate and resolve member account issues, collaborating with internal team members as needed.
• Conduct teller transactions, including transfers, deposits, withdrawals, loan payments and payoffs, cashier’s checks, and change orders.
• Perform cash handling activities.
• Facilitate consumer loan applications by recommending products, conducting loan interviews, evaluating credit reports, and collecting documents for underwriting and processing.
• Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as needed.
• Notarize member documents in accordance with GECU policy.
• Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following safety protocols.
• Support daily branch operations, including reviewing accounts for quality control.

Benefits

• Health, dental, and vision insurance.
• Life and disability insurance options.
• Paid time off that starts accruing upon hire, plus a paid day off for the employee’s birthday.
• 401(k) retirement plan with up to a 10% match of base gross compensation.
• Tuition reimbursement opportunities and professional development.
• Volunteer opportunities that can earn additional PTO hours.
• On-site clinics for vaccines and mammograms.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED