Relationship Banker

We are committed to creating a workplace that encourages equal opportunity and values the diversity each employee offers to our credit union. We foster development by offering interactive training and learning opportunities. We are committed to building a culture that is fun, flexible, and people-centered. Our goal is to provide a rich environment and nurture our employees' skills.

We are looking for individuals who want to help us maintain the status of a top-notch company. Come join our team!

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Position:Relationship Banker

Location: 2900 N. Oakwood Ave

Job :211

# of Openings:1

POSITION TITLE: Relationship Banker

REPORTS TO: Branch Manager

DEPARTMENT: Retail Operations

PAY GRADE: 8

FLSA STATUS: Non-Exempt

WORK STYLE: In-Office

PURPOSE:

The primary purpose of this position is to fulfill Financial Center First CU’s vision of inspiring financial wellness. The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.

This role is responsible for building and maintaining member relationships. Serving our members by deepening relationships; processing loan requests, opening new accounts, maintaining existing accounts, cross selling products and services to help members achieve their financial goals, all whilst providing an exceptional member experience.

SUCCESS DURING THE FIRST THREE MONTHS:

• Completion of FiCEPs certification within the first 6 months of employment.
• Become a Licensed Indiana Notary within the first 3 months of employment.
• Complete all required training sessions.
• Understands the role and responsibilities of the Relationship Banker and can perform them independently.
• Display a high level of service to members during Inbound and outbound calls.
• Demonstrates effective relationship building skills and knowledge of member experience process.
• Displays knowledge of, and alignment with, core values in all interactions.
• Shows aptitude in opening new accounts and inputting loan applications.
• Begin Home Equity Loans training.

• Proactively identify opportunities to grow and deepen member relationships, this includes but is not limited to:
  • Outbound/inbound calls.
  • Pre-set appointments.
  • Branch traffic.
  • Disciplined sales process.
  • Follow-up.
  • Sourcing referrals from members.
  • Credit union employees and partners.
• Process consumer loan requests, this task includes but is not limited to:
  • Provide all necessary loan product information.
  • Accurately complete loan application.
  • Accurately disburse loan according to requirements.
  • Cross-sell additional products and services.
  • Meet time and accuracy requirements during the process.
• Provide general financial literacy principles regarding savings plans and preparation of realistic personal budgets.
• Responsible for recommending or referring all Credit Union and CUSO products and services to members, that will benefit the member’s financial life.
• Process new account requests and provide all necessary product information. This includes but is not limited to:
  • Accurately complete account application and all related documents.
  • Assess financial lifestyle and needs of the member with a focus on offering additional Credit Union and CUSO products that will benefit the member’s financial life.
• Educates members on electronic and automated service options.
• Adheres, at all times, to applicable policies, including:
  • Check cashing.
  • Identification and security.
• Participate in community events supported by the Credit Union.
• Performs other special projects and tasks as requested by supervisor.

• Education and Experience:
  • Two years successful sales and service experience at a financial…