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Full-time
high school, bachelor degree
Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Paid Time Off
Posted 41d ago
~40 hrs/week
Responsibilities
The Relationship Banker provides consultative financial solutions to members while managing a book of business to meet sales and service goals. Responsibilities include handling teller transactions, facilitating consumer loan applications, and performing daily branch operations.
Requirements
Requires a high school diploma or GED, with a college degree preferred. Candidates must have at least two years of customer service experience and one year of experience within a financial institution.
Full job description
Relationship Banker- Mason
Relationship Banker
General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.
Overview:
Through a consultative approach, the Relationship Consultant strives to understand all current and potential members’ unique financial needs to provide the best solution for GECU products and services with a focus on building and fostering relationships to promote an impactful member experience.
Essential Responsibilities:
Greet and direct members as they enter the branch
Uncover members’ financial goals and needs through consultative conversations
Advise members on GECU products and services that help achieve desired outcomes and financial goals
Responsible for managing a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members
Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures
Perform account maintenance activities using the required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.)
Investigate and resolve member account issues, collaborating with internal team members as necessary
Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier’s checks, change orders, etc.
Responsible for cash handling activities
Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
· Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary
Notarize member documents per GECU policy
Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol
Responsible for daily operations of the branch including reviewing accounts for quality control purposes
Education and Experience:
High school diploma or GED required; college degree preferred
Minimum two years of customer service experience required
Minimum one year of experience working in a financial institution (FI) or related industry required
Basic understanding of FI products and services
Fundamental experience in consultative conversations; proficient in opening and closing accounts
Working experience to analyze financial data including credit reports
Knowledge, Skills, and Abilities:
Strong interpersonal and customer service skills needed to create an exceptional member experience
Good communication skills, both written and verbal, with ability to explain products and services effectively to members
Ability to function well in a fast-paced environment
Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office Products and Credit Union systems
Good problem-solving skills to evaluate information and find appropriate solutions quickly
At GECU, we want to support your wellbeing by offering a wide range of benefits:
Health, Dental and Vision insurance
Life and Disability insurance options
Paid Time Off starts accruing once hired and take your birthday off – paid
401k Retirement plan with up to a 10% match of your base gross compensation
Tuition reimbursement opportunities & professional development
Come join GECU as we are a curated culture of respect, understanding, and mutual recognition. We believe forming bonds and connecting with each other only stands to strengthen the service we provide to our members in our mission of improving the Quality of Financial lives!
General Electric Credit Union is an Equal Opportunity Employer
At General Electric Credit Union (GECU), being a member means more than just better banking. It means being part of a community with access to solid financial solutions that put YOU first, not shareholders.
A not-for-profit, full-service financial institution, we’ve experienced significant growth throughout the years and continue to be one of the most secure, stable financial institutions in the country. We’ve always remained true to the Credit Union philosophy of “People Helping People.”
Chartered in 1954 for employees of General Electric Aircraft Engines, we’ve become one of the largest Credit Unions in the state of Ohio. Membership is now open to anyone in the Greater Cincinnati area.
We’re committed to respectful engagement. Review our community guidelines here: https://bit.ly/4o339y9.
NCUA Insured: Savings are federally insured by the NCUA up to at least $250,000 and backed by the full faith and credit of the United States Government.
Offices: 10485 Reading Road, Cincinnati, OH 45241, US · 722 Corwin Nixon Blvd., South Lebanon, Oh 45065, US · 6960 Tylersville Rd, Mason, Ohio 45040, US · 10501 Loveland Madeira Rd, Loveland, Ohio 45140, US · 5370 Dixie Hwy, Fairfield, Ohio 45014, US