Jobs
>
Indianapolis

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

    Financial Center First Credit Union
    Financial Center First Credit Union Indianapolis, United States

    1 week ago

    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

    Compensation: Hourly Rate $23.93 to $28.00 plus monthly commission

    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.

  • Financial Center First Credit Union

    Relationship Banker

    2 weeks ago

    Financial Center First Credit Union Indianapolis, United States Full time

    Job Description · Job DescriptionPOSITION 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 t ...

  • Bank of America

    Relationship Banker

    3 weeks 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 ...

  • Regions

    Relationship Banker I

    1 week ago

    Regions Indianapolis, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Regions

    Relationship Banker II

    1 week ago

    Regions Indianapolis, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Regions

    Relationship Banker II

    1 week ago

    Regions Indianapolis, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Santander US

    Relationship Banker, Hamilton, Nj

    1 week ago

    Santander US Township of Hamilton, United States

    Relationship Banker, Hamilton, NJ · Hamilton, 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 busine ...

  • Regions Bank

    Relationship Banker II

    1 week ago

    Regions Bank Beech Grove, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Bank of America

    Relationship Banker

    1 week ago

    Bank of America Zionsville, United States

    Relationship Banker - Zionsville Financial Center · Zionsville, Indiana · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we de ...

  • PNC Bank NA

    Relationship Banker

    1 week ago

    PNC Bank NA Noblesville, United States Full time

    Description · Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Responsible fo ...

  • Truist

    Relationship Banker or Sr Relationship Banker- Hamilton

    1 week ago

    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 ...

  • Regions Bank

    Relationship Banker I

    1 week ago

    Regions Bank Mooresville, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Huntington National Bank

    Financial Relationship Banker

    3 weeks ago

    Huntington National Bank Fishers, 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 ...

  • Bank of Montreal

    Retail Relationship Banker

    3 weeks ago

    Bank of Montreal Avon, United States

    Application Deadline: · 05/12/2024 · Address: · 7503 Beechwood Center Road · Job Family Group: · Retail Banking Sales & Service · Our Ambition: · We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a W ...

  • BMO Financial Group

    Retail Relationship Banker

    3 weeks ago

    BMO Financial Group Avon, United States

    Our Ambition: · We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty – all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . We've been recognized for our retail banking sup ...

  • Bank of Montreal

    Retail Relationship Banker

    1 week ago

    Bank of Montreal Zionsville, United States

    Application Deadline: · 05/30/2024 · Address: · 1350 W. Oak Street · Job Family Group: · Retail Banking Sales & Service · Our Ambition: · We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning C ...

  • Bank of Montreal

    Retail Relationship Banker

    3 weeks ago

    Bank of Montreal Zionsville, United States

    Application Deadline: · 05/13/2024 · Address: · 1350 W. Oak Street · Job Family Group: · Retail Banking Sales & Service · Our Ambition: · We want to build a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning C ...

  • Regions

    Relationship Banker II

    1 week ago

    Regions Fishers, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Bank of America

    Relationship Banker- Avon Financial Center

    1 week ago

    Bank of America Avon, United States

    Relationship Banker- Avon Financial Center · Avon, Indiana · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our ...

  • Bank of America

    Relationship Banker- Carmel Plaza Financial Center

    1 week ago

    Bank of America Carmel, United States

    Relationship Banker- Carmel Plaza Financial Center · Carmel, Indiana · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliv ...

  • PNC Financial Services Group

    Personal Banker

    2 weeks ago

    PNC Financial Services Group Township of Hamilton, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...