Relationship Banker- Liberty

General Electric Credit Union•West Chester Township, OH

About The Position

The Relationship Banker uses a consultative approach to understand current and potential members’ financial needs and recommend GECU products and services. The role focuses on fostering relationships and delivering an impactful member experience while meeting sales and service goals. It includes account opening and maintenance, teller transactions, cash handling, consumer loan application and closing support, and daily branch operations.

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 and the ability to evaluate information and find appropriate solutions quickly.

Nice To Haves

College degree.

Responsibilities

Greet and direct members as they enter the branch.
Use consultative conversations to identify members’ financial goals and needs.
Recommend GECU products and services to help members achieve their goals.
Manage a book of business and meet sales and service goals through member conversations and outbound calls.
Open and close depository accounts using required systems and procedures.
Perform account maintenance, including address and name changes.
Investigate and resolve member account issues, working with internal team members as needed.
Conduct teller transactions, including transfers, deposits, withdrawals, loan payments and payoffs, cashier’s checks, and change orders.
Handle cash.
Facilitate consumer loan applications by recommending products, conducting loan interviews, evaluating credit reports, and collecting documents for underwriting and processing.
Facilitate loan closings by explaining documents, directing members to sign, and notarizing documents as needed.
Notarize member documents in accordance with GECU policy.
Perform branch opening, closing, and servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), while following safety protocols.
Support daily branch operations, including reviewing accounts for quality control.