Relationship Banker II

1 week ago


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

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
  • Utilize a consultative approach to identify opportunities and deliver creative financial solutions to deepen member relationships.
  • Facilitate the mortgage lending process, open and maintain consumer accounts, process consumer loan applications, and provide education on benefits of products and services offered by CCF.
  • Process financial transactions, update account information, and document member interviews in our core system with close attention to detail.
  • Research issues and situations, collaborate with internal departments, and resolve concerns to ensure seamless service for our membership.
  • Foster cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure efficient service delivery.
  • Follow up through the loan closing process and perform department-related support duties, including scanning, faxes, and working daily reports.
Requirements
  • 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.
  • High school degree or GED 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 and demonstrated strong customer service skills, including the ability to handle difficult member interactions.
  • Strong communication skills, both oral and written, and proven sales aptitude.
  • Ability to be bonded and obtain and maintain notary designation.
About Cornerstone Community Financial Credit Union

Cornerstone Community Financial Credit Union is a member-owned financial cooperative dedicated to providing exceptional service and financial solutions to our members. We are committed to fostering a positive and inclusive work environment that values diversity, equity, and inclusion.



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