Relationship Banker Level IV

2 days ago


Pittsburgh, Pennsylvania, United States Clearview Federal Credit Union Full time
Job Summary

We are seeking a highly skilled and experienced Relationship Banker Level IV to join our team at Clearview Federal Credit Union. As a trusted advisor, you will have the opportunity to provide exceptional service to our members, promoting Clearview products and services, and developing meaningful relationships through engaging interactions.

Key Responsibilities
  • Provide personalized service to members, responding to their financial needs and promoting Clearview products and services.
  • Develop and maintain relationships with members, identifying opportunities to increase cross-sales and enhance member satisfaction.
  • Process loan applications, including Consumer, VISA, and Home Equity Loans, and ensure accurate and timely disbursements.
  • Manage cash handling and vault duties, ensuring accurate balances and adherence to security policies.
  • Participate in departmental campaigns and programs, achieving individual and team goals, and contribute to the growth of the branch through community involvement.
Requirements
  • High school diploma or equivalent required.
  • Three to five years of similar or transferrable experience required, with vault duties and NMLS License.
  • Excellent member service skills, ability to build relationships through sales and service, and proficiency in CRM software.
  • Strong lending experience, including Consumer, VISA, and Home Equity Loans, and thorough knowledge of Credit Union products and services.
  • Ability to work flexible hours based on operational needs and maintain accuracy in a fast-paced environment.
What We Offer

Clearview Federal Credit Union offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to diversity, equity, and inclusion, and strive to create an inclusive work environment where everyone feels valued and respected.


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