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Relationship Banker- Mason

Job in Mason, Warren County, Ohio, 45040, USA
Listing for: General Electric Credit Union
Full Time position
Listed on 2025-11-25
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Relationship Banker - Mason

General Electric Credit Union is a not‑for‑profit, member‑owned financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. We pride ourselves on quality service, an employee‑friendly workplace, and opportunities for career advancement.

Overview

Through a consultative approach, the Relationship Banker strives to understand members’ unique financial needs, provide the best product solutions and foster relationships that impact member experience.

Essential Responsibilities
  • Greet and direct members as they enter the branch
  • Uncover members’ financial goals through consultative conversations
  • Advise members on GECU products and services that help achieve desired outcomes
  • Manage a book of business that consistently meets sales and service goals through conversations and outbound calls
  • Open and close various types of depository accounts using required systems and policies
  • Perform account maintenance activities (address, name changes, etc.)
  • Investigate and resolve member account issues, collaborating with internal team members
  • Conduct teller transactions including transfers, deposits, withdrawals, loan payments and others
  • Responsible for cash‑handling activities
  • Facilitate the consumer loan application process: recommend products, interview, evaluate credit reports, collect documents for underwriting
  • Facilitate member loan closings, explain documentation and notarize when required
  • Perform opening, closing and other branch servicing duties; drawer & vault balancing, coin machine and ITM servicing with safety protocol
  • Review accounts daily for quality control
Education and Experience
  • High school diploma or GED required; college degree preferred
  • Minimum two years of customer service experience
  • Minimum one year of experience working in a financial institution or related industry
  • Basic understanding of FI products and services
  • Experience in consultative conversations; proficient in opening and closing accounts
  • Experience analyzing financial data including credit reports
Knowledge, Skills, and Abilities
  • Strong interpersonal and customer service skills to create an exceptional member experience
  • Good communication skills, written and verbal, to explain products effectively
  • Ability to function well in a fast‑paced environment
  • Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office and credit‑union systems
  • Good problem‑solving skills to evaluate information and find quick solutions
Benefits
  • Health, Dental and Vision insurance
  • Life and Disability insurance options
  • Paid Time Off starting immediately after hire, birthday off paid
  • 401(k) retirement plan with up to a 10% match of base gross compensation
  • Tuition reimbursement opportunities and professional development
  • Volunteer opportunities – earn additional PTO hours
  • On‑site clinics for vaccines and mammograms
Additional Information

We believe forming bonds and connecting strengthens the service we provide, contributing to the improvement of members’ financial lives.

General Electric Credit Union is an Equal Opportunity Employer.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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