Relationship Banker

Job Summary
Join our dynamic team as a Relationship Banker, where you'll be at the forefront of delivering exceptional financial services and building lasting customer relationships. In this energetic role, you will actively engage with clients to understand their financial needs, promote our banking products, and provide tailored solutions that empower their financial well-being. Your enthusiasm and proactive approach will drive customer satisfaction, foster trust, and contribute to the growth of our community-focused credit union environment. This paid position offers an exciting opportunity to develop your sales skills while making a meaningful impact on our members' financial journeys.

Responsibilities

• Greet members warmly and identify their banking needs through active listening and engaging conversation.
• Promote and cross-sell products such as savings accounts, checking accounts, youth accounts, certificates of deposit, loans, and credit cards to meet member needs.
• Process a variety of financial transactions including deposits, withdrawals, cash handling, and check processing with accuracy and efficiency.
• Manage member relationships by providing professional, personalized service and addressing inquiries using effective problem solving and communication skills.
• Detect and prevent potential fraud by monitoring account activity, verifying transactions, and adhering to security protocols.
• Support cash management activities such as balancing cash drawers, reconciling accounts, and maintaining precise records.

Requirements

• Excellent customer service skills with the ability to communicate clearly and build rapport with all members.
• Proven experience in financial sales or customer relationship management within a credit union or banking environment preferred.
• Strong understanding of banking operations including debits & credits, balancing, and cash handling procedures.
• Basic math skills and proficiency in keyboard and 10 key typing for accurate transaction processing.
• Knowledge of financial services products and sales techniques; eagerness to upsell appropriate solutions responsibly.
• Ability to detect fraud indicators and follow security protocols diligently.
• Familiarity with financial software systems and cash management tools is advantageous. This role is perfect for motivated individuals eager to grow their career in banking while making a positive difference in customers’ lives. We value positive, energetic team players who are committed to delivering outstanding service every day!

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person