Relationship Banking Advisor

A Member Relationship Banker, is the liaison between consumers or businesses and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to loans and other services. As a relationship banker, you will have broad knowledge of the products and services offered by the credit union as well as the needs and financial goals of your member clients, helping them optimize and manage their accounts.

As the main point of contact for your member clients, you will need to bring your superior written and verbal communication skills to the table each and every day, along with a strong grasp of numbers and finance, a passion for customer service and a professional, friendly demeanor. A minimum of a high school diploma with prior banking experience, or an associate or bachelor's degree is required for all applicants.

Responsibilities for Member Relationship Banker

• Greet members when they enter the branch (physically or electronically) and establish a professional, friendly rapport.
• Perform members' financial needs assessments, provide banking solution options and/or refer them to the appropriate experts as needed.
• Proactively provide members with individual and household relationship deepening banking services to meet our members’ needs to achieve their financial goals.
• Proactively engage prospective retail and business banking members to establish relationships with the organization
• Enthusiastically engages in the communities served by the credit union
• Clearly explain product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees.
• Create new checking, savings and other deposit accounts for clients.
• Facilitate the loan application and full lending process with the member to meet their needs and goals
• Accurately manage member accounts, including opening and closing accounts, file maintenance, and performing transactions.
• Ensure customer satisfaction and resolve issues with credit union products or services.
• Adhere to all organization, regulatory, and legal policies, procedures, guidelines, and applicable laws.

Qualifications for Member Relationship Banker

• Excellent written and verbal communication and interpersonal skills
• Must be driven to meet or exceed established goals
• Driven to provide high quality and ‘best in class’ member service
• Models the Sales-As-A-Service methodology
• Ability to interview members to accurately perform member needs assessments
• The ability to maintain a professional, courteous demeanor even under high-pressure circumstances
• Knowledge of digital banking services
• Knowledge of banking software and terminology
• Knowledge of banking rules and regulations
• Strong math and critical thinking skills
• Ability to process customer requests, identify problems and provide solutions
• Ability to work perform in a fast paced, team-oriented environment with multiple interruptions, both independently and as part of a team
• Prior personal banking experience or experience in sales and customer service
• Personal computer and data entry experience

Education and/or Experience

• High school diploma required, associates or 4 year college degree, or 3 plus years personal banking sales experience required
• Minimum of 3 years prior experience in proactive sales and customer service in a financial institution required.
• 1 year of cash handling is preferred.
• English required, and bilingual in Lithuanian or Latvian languages preferred

(Draft job description subject to minor changes.)

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