Client Relationship Specialist

1 week ago

Indianapolis, Indiana, United States Financial Center First Credit Union Full time
Job Overview

POSITION TITLE: Relationship Banker

REPORTS TO: Branch Manager

DEPARTMENT: Retail Operations

PAY GRADE: 8

FLSA STATUS: Non-Exempt

PURPOSE: The primary objective of this role is to advance Financial Center First CU's mission of promoting financial well-being. This position is essential in delivering exceptional service to both internal and external members by embodying our core values: Care, Listen, Learn, Solve, and Act.

This role is pivotal in cultivating and sustaining member relationships. Responsibilities include enhancing member engagement, processing loan applications, opening new accounts, managing existing accounts, and cross-selling products and services to assist members in reaching their financial aspirations, all while ensuring a superior member experience.

KEY RESPONSIBILITIES:

  • Identify and pursue opportunities to strengthen member relationships through proactive outreach, scheduled appointments, branch visits, and disciplined follow-up.
  • Handle consumer loan applications; provide comprehensive product information, accurately complete applications, and ensure timely disbursement of loans while promoting additional products and services.
  • Educate members on financial literacy, including savings strategies and budget planning.
  • Recommend or refer Credit Union and CUSO products and services that align with members' financial needs.
  • Process new account requests and deliver all necessary product information, ensuring accurate completion of applications and related documentation.
  • Guide members on electronic and automated service options.
  • Adhere to all applicable policies regarding transactions and security measures.
  • Engage in community initiatives supported by the Credit Union.
  • Complete additional projects and tasks as assigned by the supervisor.

QUALIFICATIONS:

  • Minimum of two years of successful sales and service experience in a financial setting or equivalent.
  • High school diploma or GED required.
  • Demonstrated strong sales abilities and achievement of sales targets.
  • Comfortable working in a high-traffic environment.
  • Ability to understand and articulate products and services, as well as loan policies and procedures within a short timeframe.
  • Proficient in relevant Credit Union systems and Microsoft Office.
  • Detail-oriented with a professional demeanor and strong interpersonal skills.
  • Basic knowledge of arithmetic and familiarity with standard office equipment.
  • Bilingual in English and Spanish is advantageous.

WORK ENVIRONMENT: The role requires mobility within the work area, prolonged periods of standing, and sustained focus. It involves regular communication with members, repetitive tasks, and a strong emphasis on security protocols.

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