Relationship Banker II

1 month ago

Troy, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time
Job DescriptionJob Description

Position Description:

The Relationship Banker II/Universal Associate II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.

What You'll Do in This Role:

  • Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts
  • Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
  • Research issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
  • Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process.
  • Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What You'll Bring To CCF:

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
  • A high school degree or GED is required.
  • Proficiency with the Microsoft suite of products including Word and Outlook.
  • Familiarity with financial products preferred.
  • Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages.
  • Strong attention to detail.
  • Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
  • Strong communication skills must be demonstrated through oral and written means.
  • Proven sales aptitude.
  • Ability to be bonded.
  • Ability to obtain and maintain notary designation.

EOE




Monday - Thursday: 8:45am - 5:15pm
Friday: 8:45am - 6:15pm

  • Relationship Banker II

    1 week ago

    Troy, Michigan, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Job SummaryCornerstone Community Financial Credit Union is seeking a highly skilled and motivated Relationship Banker II/Universal Associate II to join our team. As a key member of our organization, you will play a vital role in developing and nurturing relationships with our members, providing exceptional service, and promoting financial products and...

  • Relationship Banker II

    1 week ago

    Troy, Michigan, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time

    Job SummaryCornerstone Community Financial Credit Union is seeking a highly skilled and motivated Relationship Banker II/Universal Associate II to join our team. As a key member of our organization, you will play a vital role in developing and nurturing relationships with our members, providing exceptional service, and promoting financial products and...

  • Senior Banker

    5 months ago

    Troy, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Solutions Advisor, Banker, Client Relations, Senior, Financial

  • Commercial Banker

    3 months ago

    Troy, United States Mercantile Bank Full time

    Job DescriptionJob DescriptionCOMMERCIAL BANKER Vice President We have been fortunate that through word of mouth we have been able to attract and retain top talent and grow our team organically throughout the State of Michigan. Despite the success we've experienced, we're newer to the Metro Detroit market and hope by posting for this position...

  • Relationship Manager II

    4 days ago

    Troy, Michigan, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced professional to join our Commercial Banking team as a Relationship Manager II. This role is responsible for building and maintaining strong relationships with clients, identifying business opportunities, and providing tailored financial solutions to drive growth and...

  • Float Personal Banker Associate 1- North Dayton

    1 week ago

    Troy, United States Fifth Third Bank Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in...

  • Float Personal Banker Associate 1- North Dayton

    3 weeks ago

    Troy, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations...

  • Float Personal Banker Associate 1- North Dayton

    4 weeks ago

    Troy, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...

  • Relationship Banker III

    2 weeks ago

    Troy, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full time $22 - $24

    Job DescriptionJob DescriptionPosition DescriptionThe Relationship Banking Specialist III is responsible for building and strengthening relationships with Cornerstone Community Financial Credit Union members and is accountable for discovering, anticipating, and meeting their financial service needs through the active promotion, sales and delivery of our...

  • Business Center Universal Banker

    3 months ago

    Troy, United States Horizon Bank Full time

    Job Overview Responsible for processing customer transactions, completing customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to...

  • Universal Banker

    3 months ago

    Troy, United States C&N Services LLC Full time

    Who are we? For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in...

  • Universal Banker

    3 months ago

    Troy, United States Arrow Financial Services Full time

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Troy Branch team as: Universal Banker This opportunity may be perfect for you if you have experience in: > Customer Service > Sales > Account Management About this...

  • Universal Banker

    3 months ago

    Troy, United States Saratoga National Bank and Trust Company Full time

    Job DescriptionJob DescriptionThe Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Troy Branch team as: Universal BankerThis opportunity may be perfect for you if you have experience in:> Customer Service> Sales> Account...

  • Customer Relationship Banking Specialist

    2 weeks ago

    Troy, Michigan, United States Horizon Bank Full time

    Job OverviewAs a key member of our team, you will be responsible for executing customer transactions, managing account maintenance requests, and addressing various customer inquiries. Your role will involve initiating new deposit accounts and consumer loans while fostering and maintaining strong customer relationships through our commitment to Exceptional...

  • Float Personal Banker Associate 1

    12 hours ago

    Troy, Ohio, United States Fifth Third Full time

    Transforming Banking with ExcellenceWe connect talented individuals with exceptional opportunities. Are you ready to take the next step in your banking career?Job Summary:The Float Personal Banker Associate 1 - North Dayton role is a dynamic position that requires a consultative sales approach to identify and meet the financial needs of customers or...

  • Maintenance Tech II

    3 months ago

    Troy, United States Trystar Inc Full time

    Job DescriptionJob DescriptionJob Title: Maintenance Technician IIJob Description:Trystar is at the forefront of advancing power solutions, charged and driven by a committed, dynamic team, tackling complex challenges, and creating innovative solutions. We’re looking for motivated, driven, and talented individuals eager to be part of the future of power....

  • Maintenance Tech II

    3 months ago

    Troy, United States Trystar Inc Full time

    Job DescriptionJob DescriptionJob Title: Maintenance Technician IIJob Description:Trystar is at the forefront of advancing power solutions, charged and driven by a committed, dynamic team, tackling complex challenges, and creating innovative solutions. We’re looking for motivated, driven, and talented individuals eager to be part of the future of power....

  • Advanced Nurse Practitioner II

    7 days ago

    Troy, Michigan, United States AdeIphi MedicaI Staffing Full time

    Position Overview:Adelphi Medical Staffing is in search of a skilled Nurse Practitioner (NP) to deliver comprehensive health assessments and preventive care services. The successful candidate will be responsible for evaluating patient health issues, creating and executing treatment plans, and maintaining thorough medical documentation.Key...

  • Nurse Practitioner II #BD-353-36

    2 weeks ago

    Troy, United States AdeIphi MedicaI Staffing Remote Work Freelance Full time $87

    Adelphi is seeking an Autonomous Nurse Practitioner (NP) to provide examinations and preventive health services at a facility in Troy, Virginia. The ideal candidate will be required to assess patient health problems and needs, develop and implement care plans, and maintain medical records.Job Quick Facts:Ref#: BD-353-36Profession: Nurse Practitioner...

  • Customer Care Advocate II

    2 weeks ago

    Troy, United States REXNORD INDUSTRIES LLC Full time

    Position: Customer Care Advocate II Reports To: Manager I, Customer Care Location: Grafton, Wisconsin; Milwaukee-HQ, Wisconsin; Lavergne, Tennessee; Tipp City, Ohio - Hybrid Scope of role: This role is key in meeting the needs of our OEM and distribution customers by handling routine and overflow calls and inquiries from customers and field sales...