Relationship Banker I - Southwest
Job description
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
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