Financial Solutions Advisor I — Growth Path

Centra-Credit-Union

Greensburg (IN)

On-site

USD 26,000 - 34,000

Full time

31 hours ago
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Benefits package
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Job summary

Centra Credit Union in Greensburg, Indiana, is hiring for a full-time Relationship Representative I. You will welcome Members, engage in meaningful conversations, and complete transactions with accuracy while educating them on financial solutions.

The role offers a structured Learning Path with growth from RR I to RR III, opportunities within Retail Operations, and a comprehensive benefits package. Spanish/English interpreters may receive a differentials.

Qualifications

  • High School Diploma or GED required.
  • 1–3 years of related experience preferred.
  • Equivalent combination education & experience considered.

Responsibilities

  • Create value by engaging Members during account transactions and advising on products and services.
  • Perform Member account maintenance and proactive outreach to build relationships.
  • Assist Members with financial needs and goals through comprehensive learning paths and Centra certification.
  • Support branch safety and adherence to policy and procedure.

Skills

Customer engagement
Outbound calling
Financial services knowledge

Education

High School Diploma
GED

Job description

Centra Credit Union in Greensburg, Indiana, is hiring for a full-time Relationship Representative I. You will welcome Members, engage in meaningful conversations, and complete transactions with accuracy while educating them on financial solutions.

The role offers a structured Learning Path with growth from RR I to RR III, opportunities within Retail Operations, and a comprehensive benefits package. Spanish/English interpreters may receive a differentials.

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