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Relationship Banker

Location: Indianapolis
Posted on: September 19, 2023

Job Description:

Financial Center is currently seeking Relationship Bankers to join the team in Indianapolis, IN .

Hours/Schedule: Monday-Thursday 8am to 5:30pm, Friday 8am to 6:30pm (Some Saturday's required)

Work environment: Onsite/In office (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.)

Who we are:

For 70 years, Financial Center First Credit Union has been serving its members and the community of Central Indiana. We are a member-owned, not-for-profit, co-operative whose members receive financial benefits in the form of lower loan rates, higher savings rates, and lower fees than banks.

What we Offer:

Competitive compensation, commensurate on experience.
Comprehensive Benefits package that include: Medical, Dental, Vision, 401K with match, Incentive program, PTO, Holiday pay
$1500 Sign-On BONUS

About the role:

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.

What you'll do:

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.

Our ideal candidate:

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.

Keywords: FINANCIAL CTR 1ST CREDIT, Indianapolis , Relationship Banker, Other , Indianapolis, Indiana

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