Relationship Banking Specialist

General Electric Credit Union•Blue Ash, OH

About The Position

General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities. Overview: The Relationship Banking Specialist is a key member of a high-touch, member-centric team within the credit union. This role is dedicated to delivering personalized financial services to a select group of members—typically individuals with higher net worth, complex financial needs, or long-standing relationships with the credit union. The Relationship Banking Specialist serves as a trusted advisor, fostering deep relationships, tailoring financial solutions, and enhancing member loyalty in alignment with the credit union’s mission and values.

Requirements

Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
Minimum 5–10 years of progressive experience in retail banking or financial services.
Demonstrated success in business development, relationship management, and strategic planning.
Proven results in driving performance metrics.
Comprehensive understanding of retail banking products, compliance standards, and regulatory requirements.
Strong analytical and problem-solving skills with the ability to interpret data and apply insights.
Excellent communication and interpersonal skills for member engagement and stakeholder collaboration.
Relationship management expertise with the ability to assess and follow through on member needs, managing a book of business.
Proficiency in Microsoft Office Suite and familiarity banking systems.
Sales driven mindset with aggressive sales goals

Nice To Haves

Advanced degree (MBA or equivalent) preferred for leadership roles.

Responsibilities

Serve as the primary point of contact for Relationship Banking Group members, providing proactive and personalized service.
Maintain and grow a Book of Business through strategic relationship management.
Understand members’ immediate financial needs and long-term goals to offer tailored solutions.
Resolve member issues promptly and professionally, ensuring a seamless experience.
Maintain accurate and up-to-date records of member preferences, needs, and goals using CRM tools.
Guide members in making informed financial decisions.
Promote and cross-sell a full suite of credit union products including Wealth Management, consumer/business accounts, loans, treasury management, and merchant services.
Achieve or exceed sales and referral goals as set by leadership.
Deliver exceptional member experience, reflected in high satisfaction scores.
Actively participate in community engagement efforts such as financial literacy classes, networking events, and outreach initiatives.
Provide Relationship Banking Group members with exclusive or early access to promotions, reduced fees, and expedited services.
Customize financial packages based on individual member needs.
Facilitate faster processing for loans, wire transfers, and specialized account services (e.g., Trust, Estate).
Offer access to exclusive community partner discounts and events.
Deepen relationships with high-value members to increase satisfaction and retention.
Collaborate with internal leaders to host VIP events and appreciation experiences.
Encourage consolidation of financial activities within the credit union to maximize member value and institutional growth.
Support internal and external Workplace Banking initiatives in partnership with Community Development and Business Banking teams.
Partner with internal departments including Branches, Business Banking, Wealth Management, Operations, and Fraud to ensure seamless service delivery.
Ensure all member interactions comply with regulatory requirements and internal policies.
Maintain confidentiality and security of all member information and transactions.