Relationship Banker

5 days ago

Fairfield, Ohio, United States General Electric Credit Union Full time
Relationship Banker Job Description

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.
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.
Knowledge, Skills, and Abilities:
  • 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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