POSITION TITLE: Relationship BankerREPORTS TO: Branch ManagerDEPARTMENT: Retail OperationsPAY GRADE: 8FLSA STATUS: Non-ExemptLOCATION: 1301 E. Stop 11 Road Indianapolis, IN, 46227PURPOSE: The primary purpose of this position is to fulfill Financial Center First CU’s vision of inspiring financial wellness. The position must deliver high quality service to both internal and external members by supporting and promoting our values to Care, Listen, Learn, Solve, and Act.This role is responsible for building and maintaining member relationships. Serving our members by deepening relationships; processing loan requests, opening new accounts, maintaining existing accounts, cross selling products and services to help members achieve their financial goals, all whilst providing an exceptional member experience. ESSENTIAL DUTIES:
Proactively identify opportunities to grow and deepen member relationships through outbound/inbound calls, pre-set appointments, branch traffic, disciplined sales process, follow-up, sourcing referrals from members, credit union employees and partners.
Process consumer loan requests; provide all necessary loan product information, accurately complete loan application, accurately disburse loan according to requirements, cross sell additional products and services, meeting time and accuracy requirements
Provide general financial literacy principles regarding savings plans and preparation of realistic personal budgets
Responsible for recommending or referring all Credit Union and CUSO products and services to members, that will benefit the member’s financial life
Process new account requests and provide all necessary product information. Accurately complete account application and all related documents. Assess financial lifestyle and needs of the member with a focus on offering additional Credit Union and CUSO products, that will benefit the member’s financial life
Educates members on electronic and automated service options
Adheres at all times to applicable policies, including, check cashing, identification and security
Participate in community events supported by the Credit Union
Performs other special projects and tasks as requested by supervisor.
REQUIRED BACKGROUND:
Two years successful sales and service experience at a financial institution or equivalent
High school diploma or GED
Possess and demonstrate strong sales skills and achieving assigned sales goals
Must feel comfortable working in a high volume/traffic environment
Must be able to understand and explain products and services, loan policy and procedures within 90 days
Must be able to achieve proficiency on relevant Credit Union systems within 90 days
Proficient in Microsoft Office
Must be accurate and attentive to details. Be professional and courteous, neat in appearance and patient in dealing with the members and other employees
Must have average knowledge of fundamental arithmetic
Should have basic knowledge of and skills in using a computer, calculator and other standard office equipment. Must also be able to work in a Windows based environment on a PC
Bilingual in English and Spanish is a plus
WORK ENVIRONMENT: The work requires physical mobility within the general work area, prolonged standing within a fairly small work area, and long periods of intense concentration, continual communication with members, repetitive tasks and a high level of attention to security. May be temporarily or permanently transferred to another Center as required.
