Relationship Banker

MIDFLORIDA Credit Union•Lakeland, FL

9d•Onsite

About The Position

Relationship Bankers help improve members’ financial well-being by providing excellent service and identifying and recommending appropriate MIDFLORIDA Credit Union products and services to build fully engaged financial relationships. The role includes completing member documentation accurately and promptly, managing a cash drawer, and assisting with daily branch balancing as needed. Bankers are expected to maintain a professional appearance and attitude, exercise sound judgment and discretion within established guidelines, and demonstrate integrity and professionalism. They also develop a strong understanding of customer-facing technology, help members enroll in self-service options, and proactively identify ways to improve employee and member experiences. Other duties may be assigned. This is a full-time position at the Lakeland - South location in Lakeland, Florida. The schedule may fall on any shift between 7:00 AM and 7:00 PM Monday through Friday, and between 8:00 AM and 1:30 PM on Saturdays.

Requirements

Excellent customer service skills and strong verbal and written communication skills.
Strong desire to help people.
History of cash-handling experience.
Proficiency using computers, the internet, and Microsoft Office.
History of meeting or exceeding sales expectations.
Minimum of 2–3 years of experience, including teller, new accounts, and lending experience.
Familiarity with credit union and/or banking regulations.
Eligibility to meet SAFE Act requirements for registration as an MLO with NMLS.
Availability to work any shift between 7:00 AM and 7:00 PM Monday through Friday and between 8:00 AM and 1:30 PM on Saturdays.
High school diploma or equivalent.

Responsibilities

Improve members’ financial well-being and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services.
Create fully engaged financial relationships with members.
Complete signature card, loan, IRA, and other documentation accurately and in a timely manner.
Manage a cash drawer and assist with daily branch balancing as needed.
Maintain a neat and professional appearance in accordance with credit union standards.
Exercise sound judgment and discretion while remaining within established limits and guidelines.
Demonstrate integrity, trustworthiness, professionalism, and a positive attitude with members and partners.
Develop knowledge of customer-facing technology and discuss and enroll members in self-service options.
Proactively identify ways to improve employee and member experiences.
Perform other duties as assigned.