About the role:
The Relationship Advisor – Personal Banker is a unique title for a unique credit union. Our Relationship Advisor- Personal Bankers are front-line representatives of the member experience. They are the trusted advisors who help our members understand each product and service we offer and make the decisions that are right for them. That’s why we call them Relationship Advisors and not just Personal Bankers.
What you’ll do as the Relationship Advisor – Personal Banker:
- Deliver an amazing experience to our members, both internally and externally
- Balance vault cash, drawers, cash recycling, and cash disbursement machines
- Open and maintain new member personal and small business accounts, CDs, and IRAs
- Open and maintain fiduciary accounts
- Originate member consumer loan applications
- Originate member dispute forms
- Be awesome
To be successful as the Relationship Advisor – Personal Banker we are looking for someone with:
- 1 year cash handling experience
- 1 year of sales and/or advising experience
- 1 year of customer service in the hospitality industry or financial institution experience
- Demonstrated ability in lieu of experience will be considered for candidate
Other Skills:
- Well-organized, good mathematical ability, with strong problem-solving and negotiation skills
- Must be able to stand for up to 8 hours
- Proficient knowledge of Windows and Microsoft Office software (Outlook, Word, and Excel)
- Ability to multi-task
Education/Certifications/Licenses:
Minimum of High School Diploma, or equivalent
