Relationship Banker I

GENERAL SUMMARY:

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs.

This role is eligible for a language stipend of $200/monthly after 90 days of employment

QUALIFICATIONS:

Minimum Education & Experience Requirements:

• High School diploma or equivalent
• 2 years customer service, sales and/or retail banking experience
  
  

Minimum Knowledge and Skill Requirements:

• Excellent attention to detail and sound judgement
• Ability to work in a fast-paced, goal-oriented environment
• Must be an effective team player, cooperative, flexible and dependable
• Ability to communicate clearly and effectively
• Knowledge of credit union products and services
• Must be customer service oriented with the ability to identify and meet member needs
• Must possess basic math and computer skills
  
  

COMPETENCIES:

• Customer Focus
• Composure
• Approachability
• Drive for Results
• Decision Quality
• Self-Development
• Perseverance
  
  

WORKING CONDITIONS/ENVIRONMENT:

This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs.

OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS).

MAJOR ACCOUNTABILITIES AND TASKS:

• Processes a variety of transactions promptly, accurately and efficiently. This includes deposits, transfers, withdrawals, opening and/or maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements.
• Manage lobby traffic by determining Members’ needs, signing Members in to meet with branch staff and managing wait time.
• Builds, develops and maintains relationships with members to ensure a positive member experience.
• Determines Member’s financial needs and recommends appropriate products and services. Educates Member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals.
• Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance.
• Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations.
• Maintains cash drawer and meets balancing requirements.
• Performs other duties as assigned.
  
  

Salary range is $18.00 - $20.05/hr. Final salary is dependent on a candidate’s experience and qualifications.

Equal Opportunity Employer Veterans Disabled