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Relationship Banker II
2 months ago
Cornerstone 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 services that meet their needs.
Key Responsibilities- Develop and maintain strong relationships with members, understanding their financial goals and objectives.
- Utilize consultative interview processes to identify opportunities and deliver creative financial solutions, including mortgage lending, consumer account management, and loan processing.
- Provide education and guidance on the benefits of our products and services, including calculating loan terms, rates, and payment amounts.
- Process financial transactions, update account information, and document member interactions in our core system with accuracy and attention to detail.
- Research and resolve member issues and concerns, collaborating with internal departments as needed.
- Foster a culture of cooperation and teamwork with the Centralized Lending and Loan Processing staff to ensure seamless service for our members.
- Follow up on loan closing processes and perform department-related support duties, including scanning, faxing, and working daily reports.
- 6-24 months of experience in a similar or related role, including time spent in preparatory positions.
- Minimum 2 years of experience in a proactive sales position and an additional year in a banking/credit union environment opening accounts and taking loan applications.
- High school degree or GED required.
- Proficiency in Microsoft Office, including Word and Outlook.
- Familiarity with financial products preferred.
- Strong attention to detail, customer service skills, and communication skills.
- Proven sales aptitude and ability to be bonded.
- Ability to obtain and maintain notary designation.
Cornerstone Community Financial Credit Union is an equal opportunity employer. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.