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Relationship Advisor I

4 months ago

Madison, United States Centra Credit Union Full time

 Thank you for your interest in a career with Centra.  A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.  Centra was established in 1940 and is headquartered in Columbus, Indiana.  Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.  Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC.  Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family.  Credit Unions are Not for Profit, Not for Charity, But for Service.  If these are the things that matter to you then please read on, we look forward to hearing from you.  

Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Advisor I, at our location in Madison, 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 need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure.

The minimum starting wage for this opportunity is $23.06 per hour. Spanish/English interpreters may be eligible for an interpreting differential.

The position has a Learning Path to develop and grow their 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.

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.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

  • 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.  Education Required
  • High School or Equivalent or better
  • Equivalent combination education & experience or better
Preferred
  • 3-5 years related experience or better
Licenses & Certifications Preferred
  • NationMultistateLicensing
See job description