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Relationship Banker II

3 months ago

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

Position Description:

The Relationship Banker II will support CCF by developing and nurturing relationships with our membership to find real solutions that will change their financial lives for GOOD. 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. 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:

  • Meet loan and sales goals by connecting to our members and guiding them to solutions that will change their financial lives for GOOD.
  • Dominate in service by providing prompt, friendly, and accurate service to every member internally and externally
  • Process financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
  • Research member issues and situations and partner 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:

  • GRIT, DRIVE, & PERSAVERANCE
  • Education & Experience: A high school degree or GED is required and a minimum of 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.
  • 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.
  • Ability to be bonded

What You'll Get Working at CCF:

  • Working with an energetic team focused on making our members financially successful
  • An opportunity to work with others that have your back every step of the way
  • An opportunity to grow your career and do amazing things
  • Opportunities to make a difference both inside and outside of our walls
  • Being treated like you are more than the work you do

EOE



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