Relationship Banker

About This Role

As a Relationship Banker, you will be the face of our credit union, providing exceptional service, tailored financial solutions, and handling transactions efficiently. You will engage with members, identify their needs, and proactively recommend products and services to support their financial well-being.

Responsibilities

• Maintain a high level of product knowledge to efficiently serve members
• Provide superior service to prospective and existing members in a timely manner
• Actively promote and communicate potential financial opportunities
• Meet individual sales goals
• Process new accounts and daily work accurately and efficiently
• Use membership data to proactively offer additional products and services to members
• Accurately process teller transactions and maintain cash balancing standards
• Adhere to branch compliance and security procedures
• Conduct loan closings
• Provide notary services
• Work in any assigned area of the branch as needed, including required Saturday hours

Requirements

• High school diploma or equivalent
• One year goal driven sales experience in a financial institution
• Demonstrated customer service skills
• Ability to provide superior service to members on all products, using effective sales skills
• Willingness to work in fast paced, goal-oriented environment
• Excellent interpersonal skills, including effective verbal and written communication
• Consistent positive, cooperative, self-motivated, courteous and professional attitude
• Computer literate, proficient in Microsoft Windows
• Ability to function as a team player in a dynamic environment
• Self-motivated, flexible and able to organize priorities
• Willingness and ability to work at any of our branch offices

Qualifications

• High school diploma or equivalent
• One year goal driven sales experience in a financial institution

Skills

* Required skills

Benefits