Relationship Banker- Evendale

General Electric Credit Union • Evendale, OH

1d • Onsite

About The Position

The Relationship Banker uses a consultative approach to understand current and potential members’ financial needs and recommend suitable General Electric Credit Union products and services. The role focuses on building relationships and providing an impactful member experience while meeting sales and service goals.

Responsibilities include member service, account opening and maintenance, teller transactions and cash handling, consumer loan application and closing support, notarization, and branch operations. The position also manages a book of business through consultative conversations and outbound calls, and helps investigate and resolve account issues.

Requirements

• High school diploma or GED.
• At least two years of customer service experience.
• At least one year of experience working in a financial institution or related industry.
• 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.
• 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 identify appropriate solutions quickly.

Nice To Haves

• College degree.

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 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 depository accounts using required systems and following policies and procedures.
• Perform account maintenance, including 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 necessary.
• Notarize member documents according to GECU policy.
• Perform branch opening, closing, and servicing duties, including drawer and vault balancing and servicing coin machines and Interactive Teller Machines.
• 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 with the opportunity to earn additional PTO hours.
• On-site clinics for vaccines and mammograms.

What This Job Offers

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