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 accurately handles member requests, including deposits, withdrawals, loan payments, account openings, member interviews, and other service needs. It also requires flexibility to accommodate staffing needs throughout the branch platform. The Relationship Banker performs teller duties, assists members with opening and closing accounts, and resolves questions or complaints. The position supports consumer and mortgage loan applicants by explaining loan programs, options, and requirements; NMLS is required. The role promotes products and services based on member needs, develops new business, and works toward individual sales goals and team sales and referral goals. It also requires maintaining knowledge of the credit union’s products, services, procedures, and policy changes, protecting confidential information, and representing Credit Union 1 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 service standards and provide informed, professional, and 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 the credit union’s products and services based on member needs and identify opportunities.
- Actively participate in developing new business for the credit union.
- Represent the credit union courteously and professionally, providing prompt, efficient, and accurate service.
- Stay informed about 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 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, and Be Nice.
Benefits
- 14 paid holidays each year.
- Paid time off accrues beginning 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.
- 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 Teladoc 24/7 physician services.
- Pet insurance.
- Paid family medical leave when FMLA eligible.
- Exclusive interest rate reduction for qualifying loan products.
- Career growth opportunities, with a philosophy of promoting from within whenever possible.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
