Relationship Banker

CREDIT UNION 1•Brookfield, WI

19d•$19 - $24•Onsite

About The Position

The Relationship Banker provides financial and account services to members in a confident and professional manner, supporting efficient branch operations and exceptional service. The role accurately handles member requests, including deposits, withdrawals, loan payments, new account openings, and member interviews. It also accommodates staffing needs throughout the branch platform. The Relationship Banker performs teller duties, maintains a balanced cash drawer, assists members with opening and closing accounts, and addresses member questions or complaints. The role supports consumer and mortgage loan applicants by explaining loan programs, options, and requirements; NMLS is required. The position promotes credit union products and services based on member needs, develops new business, and works toward individual and team sales and referral goals. It requires maintaining current knowledge of products, services, policies, procedures, and financial trends while protecting confidential information and representing the credit union courteously and professionally. This is a full-time position based at the Brookfield, Wisconsin branch. Branch hours are Monday, Tuesday, and Thursday 9:00 a.m.–5:00 p.m.; Wednesday 10:00 a.m.–5:00 p.m.; and Friday 9:00 a.m.–5:00 p.m.

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, 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, and complaints.
Assist applicants with consumer and mortgage loan applications and questions; explain loan programs, options, and requirements.
Promote credit union products and services according to member needs and identify opportunities to increase growth.
Actively participate in developing new business for the credit union.
Represent the credit union courteously and professionally and provide prompt, efficient, accurate service.
Stay abreast of 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 or procedural changes.
Maintain member confidence and protect credit union operations by keeping information confidential.
Accommodate staffing needs throughout the branch platform as required.
Perform other duties as necessary or directed.
Promote CU1’s core values: Be Great, Be Engaged, Be Open, Be Nice.

Benefits

14 paid holidays each year.
Paid time off (PTO) begins accruing on the first day of employment.
Tuition reimbursement for approved courses after one year.
Free Employee Assistance Program (EAP).
Livongo Diabetes Management Program.
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 (must be 20 years old).
Free Teledoc 24/7 physician services.
Pet insurance.
Paid family medical leave when FMLA eligible.
Exclusive interest rate reduction for qualifying loan products.
Career growth opportunities and promotion from within whenever possible.