Jobs
>
Indianapolis

    Relationship Banker - Indianapolis, United States - Financial Center First Credit Union

    Default job background
    Full time
    Description

    Job Description

    Job Description

    POSITION TITLE: Relationship Banker

    REPORTS TO: Branch Manager

    DEPARTMENT: Retail Operations

    PAY GRADE: 8

    FLSA STATUS: Non-Exempt

    LOCATION: 1301 E. Stop 11 Road Indianapolis, IN, 46227

    PURPOSE: 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.

    ESSENTIAL DUTIES:

    • 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.

    REQUIRED BACKGROUND:

    • 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

    WORK ENVIRONMENT: 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.


  • Bank of America

    Relationship Banker

    1 month ago


    Bank of America Indianapolis, United States Full time

    Job Description: · This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash ...


  • Truist Hamilton Township, United States Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Exercises advanced proficiency with ...


  • Santander Township of Hamilton, United States Full time

    · Relationship Banker, Hamilton, NJ Country: United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business ...

  • Fifth Third Bank

    Float CSR/Teller

    4 weeks ago


    Fifth Third Bank Indianapolis, United States Full time

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropria ...


  • Huntington National Bank Carmel, United States Full time

    Description · Summary: · Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly i ...


  • Everwise Credit Union Indianapolis, United States

    Traveling Universal Banker · We are searching for an experienced Traveling Universal Banker. This role requires travel throughout our Central Indiana market branches. · Indianapolis, Indiana · Essential Function · Responsible for providing high quality service on a wide variety ...


  • VCA Antech, Inc. Indianapolis, United States

    VCA West 86th Street Animal Hospital is looking for an Medical Director to lead our doctor team in Indianapolis, IN · We have been serving the our local community for many years. We have a very loyal client base and it continues to grow. We pride ourselves on being efficient and ...


  • Community First Bank of Indiana Indianapolis, United States

    Job Description · Job DescriptionSalary: · At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started? · As part of our team, you'll be empowered th ...


  • Elevance Health Indianapolis, United States

    · The Staff VP Corporate Development is a new staff VP role that will be focused on Mergers & Acquisitions to improve our ability to build and manage the M&A pipeline. This position will report to the SVP Corporate Development and be part of a restructure to provide a dedicated ...


  • Financial Center First Credit Union Indianapolis, United States Full time

    Job Description · Job DescriptionPOSITION TITLE: AVP, First Mortgages · REPORTS TO: VP, Lending · GRADE: 14 · DEPARTMENT: Production · FLSA STATUS: Exempt · LOCATION: Hybrid · POSITION SUMMARY: The primary purpose of this position is to fulfill Financial Center's vision of inspir ...

  • KeyBank

    Personal Banker

    1 month ago


    KeyBank Indianapolis, United States Full time

    Job Summary: · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in ...


  • Everwise Credit Union Carmel, United States

    Commercial Relationship Manager · We are searching for an experienced Commercial Relationship Manager. · Indianapolis, Indiana · Position Summary: · The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development ...


  • Alter Domus Carmel, United States

    ABOUT US · We are Alter Domus. Meaning "The Other House" in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. · With a deep understanding of what it takes to succeed in ...


  • KeyBank Carmel, United States Full time

    Job Summary: · Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance ...


  • CNO Financial Group Carmel, United States

    CNO Financial Group is hiring a Sr Accounting and Financial Reporting Analyst for the preparation of periodic GAAP financial statements for the consolidated entity, including the balance sheet, income statement, rollforward of shareholders' equity and cash flows (each with approp ...

  • Horizon Bank

    Banker

    1 week ago


    Horizon Bank Greenwood, United States

    Job Overview · This position is eligible for a $1,000 sign-on bonus now through June 30, 2024. · At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond Our passion lies in creating meaningful connections with our clie ...

  • Civista Bank

    Personal Banker I

    1 week ago


    Civista Bank Guilford, IN, United States Part time

    Civista Bank Description: Position Purpose: A Personal Banker I (PB I) is responsible for maintaining and building customer relationships while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financia ...

  • First Farmers Bank and Trust Company

    PT Personal Banker

    1 week ago


    First Farmers Bank and Trust Company Cicero, United States

    Job Type · Part-time · Description · PT Personal Banker · DEPARTMENT: Retail · CLASSIFICATION: Non-Exempt · REPORTS TO: Branch Manager/Assistant Branch Manager · SUPERVISES: None · Position Summary: (We are seeking two Part Time Personal Bankers) · The PT Personal Banker i ...


  • STAR Inc. Zionsville, United States

    If you are searching for an employer that provides you with unlimited career growth and development opportunities, look no further Learn how STAR Financial Bank strives to be the employer of choice in Indiana and truly defines OneTeam. · STAR Financial Bank is an Indiana-based c ...

  • Citizens Bank

    Personal Banker

    2 weeks ago


    Citizens Bank Martinsville, United States

    Job Description · Job DescriptionSummary of Job Responsibilities: · Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Provides a variety of sales and service functions, including ...