Relationship Banker
3 weeks ago
At General Electric Credit Union, we're committed to providing exceptional service to our members. As a Relationship Banker, you'll play a key role in building and fostering relationships with our members to promote an impactful member experience.
Key Responsibilities:- Greet and direct members as they enter the branch, providing a warm and welcoming atmosphere.
- Uncover members' financial goals and needs through consultative conversations, offering tailored solutions to meet their needs.
- Advise members on GECU products and services that help achieve desired outcomes and financial goals, ensuring they have the right tools to succeed.
- 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, including updating addresses, name changes, and other tasks, using required systems and processes.
- 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, and other tasks.
- Responsible for cash handling activities, ensuring accuracy and security.
- Facilitate the consumer loan application process, including product recommendation, conducting loan interviews, evaluating member credit reports, and collecting required loan documents.
- Facilitate member loan closings, explaining documentation, directing members to sign, and notarizing documents as necessary.
- Notarize member documents per GECU 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.
- 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.
- Strong interpersonal and customer service skills needed to create an exceptional member experience.
- Good communication skills, both written and verbal, with ability to explain products and services effectively to members.
- Ability to function well in a fast-paced environment.
- Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office Products and Credit Union systems.
- Good problem-solving skills to evaluate information and find appropriate solutions quickly.
General Electric Credit Union is an Equal Opportunity Employer.
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