Relationship Banker - Allen Park branch

DFCU Financial•Allen Park, MI

About The Position

The Relationship Banker serves as the face of the credit union, providing service to prospective and existing members, identifying their needs, and recommending financial products and services that support their financial well-being. The role combines member service, sales, account processing, teller transactions, loan closings, and branch operations. The position is full-time at the Allen Park branch, requires Saturday hours, and may involve additional training and meeting times and travel. The banker may also be assigned to work at any branch office or in any area of a branch as needed.

Requirements

  • High school diploma or equivalent.
  • One year of goal-driven sales experience in a financial institution.
  • Two years of cash-handling experience.
  • Demonstrated customer service skills and ability to provide superior service on all products using effective sales skills.
  • Willingness to work in a fast-paced, goal-oriented environment.
  • Ability to evaluate member needs and prioritize members.
  • Proficiency in Microsoft 365.
  • Demonstrated analytical and problem-solving skills.
  • Ability to initiate and embrace change.
  • Excellent written and verbal communication and interpersonal skills, including ability to work in a team environment.
  • Ability to move up to 50 lbs.
  • Self-motivated, flexible, and able to organize priorities.
  • Willingness and ability to work at any branch office.

Responsibilities

  • Maintain a high level of product knowledge to serve members efficiently.
  • Provide timely, superior service to prospective and existing members.
  • Promote and communicate potential financial opportunities.
  • Meet individual sales goals and stay current on individual and team sales and service results.
  • Process new accounts and daily work accurately and efficiently.
  • Use membership data to proactively offer members additional products and services.
  • Process teller transactions accurately in a multitasking environment and maintain cash-balancing standards.
  • Adhere to branch compliance and security procedures.
  • Conduct loan closings.
  • Participate in the branch team development program.
  • Assist co-workers with transactions and procedures.
  • Balance daily membership and loan transactions.
  • Provide notary services.
  • Work in any assigned branch area as needed and be willing to work at any branch office.
  • Efficiently handle large amounts of cash.
  • Work Saturday hours and attend additional training and meetings; travel may be required.
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