Personal Finance Relationship Specialist

3 weeks ago

Cincinnati, Ohio, United States General Electric Credit Union Full time

Company Overview:

General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in the Midwest with branches in Ohio and Kentucky.

We pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.

Job Description:

The Personal Finance Relationship Specialist strives to understand all current and potential members' unique financial needs to provide the best solution for General Electric Credit Union products and services.

This role focuses on building and fostering relationships to promote an impactful member experience.

Key Responsibilities:

  • Greet and direct members as they enter the branch
  • Uncover members' financial goals and needs through consultative conversations
  • Advise members on General Electric Credit Union products and services that help achieve desired outcomes and financial goals
  • Manage a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members
  • Open and close various types of depository accounts utilizing required systems and following appropriate policies and procedures
  • Perform account maintenance activities using required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.)
  • Investigate and resolve member account issues, collaborating with internal team members as necessary
  • Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier's checks, change orders, etc.
  • Responsible for cash handling activities
  • Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
  • Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary
  • Notarize member documents per General Electric Credit Union policy
  • Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol
  • Responsible for daily operations of the branch including reviewing accounts for quality control purposes

Requirements:

  • High school diploma or GED required; college degree preferred
  • Minimum two years of customer service experience required
  • Minimum one year of experience working in a financial institution (FI) or related industry required
  • Basic understanding of FI products and services
  • Fundamental experience in consultative conversations; proficient in opening and closing accounts
  • Working experience to analyze financial data including credit reports

Benefits:

  • Health, Dental, and Vision insurance
  • Life and Disability insurance options
  • Paid Time Off starts accruing once hired and take your birthday off - paid
  • 401k Retirement plan with up to a 10% match of your base gross compensation
  • Tuition reimbursement opportunities & professional development
  • Volunteer opportunities -and earn additional PTO hours
  • On-site clinics for Vaccines and Mammograms

About Us:

At General Electric Credit Union, we want to support your wellbeing by offering a wide range of benefits and fostering a curated culture of respect, understanding, and mutual recognition.

We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives.

Estimated Salary Range:

$55,000-$70,000 per year based on location and experience.

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