Relationship Banker

Great Lakes Credit Union•Crystal Lake, IL

35d•$20 - $31•Hybrid

About The Position

The Relationship Banker is primarily responsible for supporting GLCU’s relationship with assigned SEGs by staffing Branch in a Box locations within partner organizations. The role serves as an on-site financial resource, creating convenient access to membership, account opening, financial guidance, transactions, and GLCU products and services. When not assigned to a Branch in a Box location, the Relationship Banker works from a designated GLCU branch and supports outbound outreach, new-member acquisition, account opening, relationship development, and teller transactions. The position is expected to provide outstanding service to internal and external members in alignment with GLCU's Vision, Member Promise, and Standards of Greatness. This role supports two locations and requires a regular weekly schedule of two days at our SEG Branch in a Box location and three days in Crystal Lake branch. Travel between locations is required as part of the regular weekly schedule to support business and team needs.

Requirements

Minimum one year of similar or related experience.
A high school education or GED
A passion for helping and supporting others; outgoing personality.
A high degree of accuracy and attention to detail.

Responsibilities

Staff assigned Branch in a Box locations within SEGs and represent GLCU in a professional, welcoming, and knowledgeable manner.
Build relationships with SEG employees, leaders, and on-site contacts to increase awareness of GLCU membership, products, services, and financial wellness resources.
Supports Business Development team with on-site outreach and engagement activities, including informational visits, membership drives, financial wellness events, presentations, and other approved activities.
Engages prospective members, explains membership eligibility and benefits, and supports new-member acquisition in accordance with GLCU procedures.
Opens and maintains memberships, deposit accounts, and related services accurately and in accordance with policy, documentation, identification, and compliance requirements.
Meets with members and prospects to understand their financial needs and goals, recommends relevant products and services, and makes appropriate referrals to lending, mortgage, insurance, business, investment, and other GLCU resources.
Performs member transactions, including deposits, withdrawals, payments, transfers, check cashing, money orders, cashier's checks, and other authorized transactions.
Ensures all GLCU processes and procedures are followed with all new account openings and transactions and maintains appropriate control and security of cash, negotiable instruments, equipment, records, confidential information, and other GLCU assets at both Branch in a Box and branch locations.
Follows all opening, closing, balancing, cash-handling, dual-control, security, and emergency procedures applicable to the assigned work location.
Provides guidance and solutions to member inquiries and concerns, escalating issues when appropriate and coordinating across departments to support timely resolution.
When working from a GLCU branch, supports lobby and teller operations, account opening, outbound calling, lead follow-up, appointment generation, community outreach, and branch goals.
Develops and manages relationships through proactive follow-up, outbound calls, referrals, member resolution calls, prospect contacts, and approved sales leads.
Tracks outreach activities, prospective-member contacts, new memberships, referrals, appointments, and other assigned results accurately and timely.
Maintains regular communication with the Branch Manager and appropriate SEG or business-development partners regarding schedules, activities, opportunities, member needs, and operational concerns.
Coordinates materials, technology, supplies, and workspace needs for Branch in a Box assignments and promptly reports service, equipment, security, or facility issues.
Supports a service- and relationship-driven culture while working toward individual, branch, SEG, and Credit Union performance goals.
Participate in Credit Union promotions, financial wellness initiatives, SEG events, community events, and other business-development activities, which may occasionally occur outside of normal branch hours.
Travels between GLCU branches, SEG sites, and event locations as assigned and maintains reliable transportation consistent with job requirements.
Provides support to other branches, departments, and member-contact channels as assigned.
Maintains compliance with all applicable federal, state, and local laws and regulations and follows all GLCU policies, procedures, privacy requirements, and internal controls.
Performs all other duties as assigned.