Relationship Representative I

Centra Credit Union; Leeds; Presencial; GBP 19.000 - 26.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits package

Interpreting differential for Spanish/

Spanish/English interpreting opt.

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Customer service

Communication

Telephone outreach

Financial solutions advisory

Educación

High School Diploma or GED

Descripción del empleo

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Representative I on National Road in Columbus , Indiana. The Relationship Representative is responsible for welcoming and engaging in meaningful conversations with our Member base and creating value while completing transactions with high accuracy. A Relationship Representative will develop to a high level of competency in educating and advising on financial solutions through products and services based upon Member needs and goals. This position is actively involved with Member outreach programs, new deposit account openings and Retail operations while contributing to the safety and security of the branch in compliance with policy and procedure.

The position has a Learning Path to develop and grow their skills while transitioning from a Relationship Representative I through Relationship Representative III role. Team Members can reside in a Relationship Representative III role or continue to pursue further development in Retail Operations or another career path.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. The starting wage for this opportunity is $21.88 per hour. Hourly compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Creates value by actively engaging Members during account transactions while educating and advising on Credit Union products and services.
• Performs Member account maintenance, telephonic outbound calling to Members and engage in outreach activities to build Member relationships while promoting products and services.
• Proactively engages with Members in problem solving for their financial needs and goals.
• Engages in required Learning Path for continued development and growth and obtains Centra certification.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra Credit Union is an Equal Opportunity Employer.

Qualifications

Education

Required

Equivalent combination education & experience or better.

High School or Equivalent or better.

Preferred

Under 1 year of similar or related experience or better.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.