Relationship Advisor I: Growth Path in Financial Services

Centra Credit Union; Leeds; Sur place; GBP 19 000 - 26 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits package

Interpreting differential for Spanish/

Spanish/English interpreting opt.

Résumé du poste

Centra Credit Union is seeking a motivated professional for a full-time Relationship Representative I on National Road in Columbus, Indiana. You will welcome Members, handle transactions with accuracy, and advise on financial solutions based on Member needs and goals.

This role includes a structured Learning Path from Relationship Representative I to III, with opportunities to grow within Retail Operations. Centra emphasizes benefits and a supportive team environment.

Qualifications

• High School Diploma or GED required.
• 1–3 years of related experience preferred.
• Ability to educate and advise on financial solutions to Members.

Responsabilités

• Welcome and engage Members with meaningful conversations.
• Perform account transactions with high accuracy and promote services.
• Support member outreach programs and new deposit accounts.
• Assist in maintaining branch safety and policy compliance.

Connaissances

Customer service

Communication

Telephone outreach

Financial solutions advisory

Formation

High School Diploma or GED

Description du poste

Centra Credit Union is seeking a motivated professional for a full-time Relationship Representative I on National Road in Columbus, Indiana. You will welcome Members, handle transactions with accuracy, and advise on financial solutions based on Member needs and goals.

This role includes a structured Learning Path from Relationship Representative I to III, with opportunities to grow within Retail Operations. Centra emphasizes benefits and a supportive team environment.