Relationship Banker
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 handles member requests such as deposits, withdrawals, loan payments, account openings, and member interviews, and adapts to staffing needs across the branch platform. The position involves teller duties, account servicing, assisting with consumer and mortgage loan applications, explaining loan programs and requirements, and resolving member questions or complaints. Relationship Bankers promote products and services based on member needs, develop new business, and work toward individual and team sales and referral goals. They maintain knowledge of credit union products, services, policies, and procedures; protect confidential information; and represent the credit union courteously and professionally.
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, or complaints.
- Assist applicants with consumer and mortgage loan applications and questions, and explain loan programs, options, and requirements.
- Promote products and services based on member needs and identify opportunities for cross-selling.
- Actively participate in developing new business for the credit union.
- Provide prompt, efficient, and accurate service in all areas while representing the credit union courteously and professionally.
- Stay informed about emerging financial trends to better meet members’ needs.
- Meet 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.
- Promote CU1’s core values: Be Great, Be Engaged, Be Open, Be Nice.
- Perform other duties as necessary or directed.
Benefits
- Fourteen paid holidays each year.
- Paid time off accruing from the first day of employment.
- Tuition reimbursement for approved courses after one year.
- Free Employee Assistance Program (EAP).
- Livongo Diabetes Management Program.
- Career growth opportunities, with a philosophy of promoting from within whenever possible.
- Medical PPO insurance.
- High Deductible Health Plan (HDHP) and Health Savings Account (HSA).
- Dental and vision insurance.
- Company-paid life, AD&D, short-term disability, and long-term disability insurance.
- 401(k) retirement and profit-sharing plan (must be 20 years old).
- Free 24/7 Teladoc physician services.
- Pet insurance.
- Paid family medical leave when FMLA eligible.
- Exclusive interest rate reduction for qualifying loan products.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
