Relationship Banker- South Lebanon
About The Position
General Electric Credit Union (GECU) is a not-for-profit, member-owned, full-service financial institution headquartered in Cincinnati, with branches in Ohio and Kentucky. The Relationship Banker uses a consultative approach to understand current and prospective members’ financial needs and recommend GECU products and services. The role focuses on building relationships and delivering an impactful member experience while meeting sales and service goals. The position supports members with account opening and maintenance, teller transactions, consumer loan applications and closings, and account issue resolution. It also contributes to daily branch operations, including cash handling, balancing drawers and vaults, servicing branch equipment, and conducting quality-control reviews.
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 with consultative conversations and proficiency in opening and closing accounts.
- Working experience analyzing financial data, including credit reports.
- Strong interpersonal and customer service skills.
- Written and verbal communication skills, including the ability to explain products and services effectively.
- Ability to function in a fast-paced environment.
- Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office products and credit union systems.
- Problem-solving skills 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 that support members’ desired outcomes and financial goals.
- Manage a book of business and meet sales and service goals through member 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, such as updating addresses 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, reviewing member credit reports, and collecting documents for underwriting and processing.
- Facilitate loan closings by explaining documents, directing members to sign, and notarizing documents when necessary.
- 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), following safety protocols.
- Support daily branch operations, including reviewing accounts for quality-control purposes.
Benefits
- Health, dental, and vision insurance.
- Life and disability insurance options.
- Paid time off that starts accruing upon hire.
- Paid time off for your 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
