Relationship Banker
About The Position
The Relationship Banker provides financial and account services to members in a confident and professional manner, supporting efficient operations and exceptional service. The role handles member requests such as deposits, withdrawals, loan payments, new account openings, and member interviews, and accommodates branch platform staffing needs as required. It also involves cross-selling products and services to members and potential members, developing new business, and meeting individual and team sales and referral goals. The position includes teller duties, account opening and closing, resolving member inquiries or complaints, and assisting applicants with consumer and mortgage loan applications. The Relationship Banker explains loan programs, options, and requirements; NMLS is required. The banker maintains knowledge of credit union products, services, policies, and procedures, protects confidential information, and represents Credit Union 1 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
- Provide informed, professional, accurate service and support to members and associates in accordance with service standards.
- 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 the credit union’s products and services based on member needs and identify sales opportunities.
- Actively participate in developing new business for the credit union.
- Meet or exceed individual sales goals and participate in team sales and referral goals.
- Maintain knowledge of Credit Union 1 products, services, procedures, and policy or procedural changes.
- Stay abreast of emerging financial trends to better meet members’ needs.
- Maintain member confidence and protect credit union operations by keeping information confidential.
- Represent the credit union in a courteous and professional manner and provide prompt, efficient, and accurate service.
- Accommodate staffing needs throughout the branch platform as required.
- Promote CU1’s core values of Be Great, Be Engaged, Be Open, and Be Nice.
- Perform other duties as necessary or directed.
Benefits
- 14 paid holidays each year.
- Paid time off (PTO) accruing from 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.
- Company-paid life, AD&D, short-term disability, and long-term disability insurance.
- 401(k) retirement and profit-sharing plan (must be 20 years old).
- 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
