Relationship Banker
1 month ago
Description
The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you’ll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You’ll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams. Primary Responsibilities:- Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier’s checks, while ensuring regulatory compliance and adherence to internal procedures
- Establish and maintain member deposit and loan accounts
- Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
- Proactively identify and recommend the best products and services to meet the members’ financial needs and partner with service teams including insurance, investments, Premier, and mortgage
- Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
- Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
- Perform account maintenance activities including updating member contact and personal information
- Perform follow-up activities and outbound calls for new and existing members
- Minimum Education: High School Diploma or equivalent
- Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
- Ability to listen to members’ needs and provide tailored product recommendations
- Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
- Excellent verbal and written communication skills; able to express ideas concisely and logically
- Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
- Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
- Aptitude for learning a variety of computer systems using technology to solve member issues
- Possesses critical thinking and decision-making skills with attention to detail
- Working knowledge of Microsoft Office Suite
- Certification/License: Notary preferred
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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