Relationship Advisor

Overview

Centra Credit Union invites you to explore a career that makes a meaningful impact in Members’ financial lives and communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra serves Membership throughout central and southern Indiana as well as other areas. If these values matter to you, please read on.

Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Advisor I at our branch in Shelbyville, IN. The Relationship Advisor is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value. A Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions.

This position will perform Member account transactions to fulfill periodic needs in Retail Operations and contribute to the safety and security of the branch in compliance with policy and procedure.

The position has a Learning Path to develop and grow skills while transitioning from a Relationship Advisor I through Relationship Advisor III role. Team Members can reside in a Relationship Advisor III role or continue to pursue further development in Retail Operations or another career path.

The minimum starting wage for this opportunity is $23.70 per hour. Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS:

This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending.
• Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions.
• Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement.
• Engages in required Learning Path for continued development and growth and obtains Centra certification.

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra Credit Union is an Equal Opportunity Employer.

Required

• High School or Equivalent
• Equivalent combination education & experience

Preferred

• 3-5 years related experience

Preferred

• Nation Multistate Licensing

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.