Member Advisor: Build Loyalty with Financial Education

SECU Credit Union Ltd.; Frederick (MD); On-site; USD 29,000 - 54,000; Full time

Benefits offered by this job

Medical benefits

Vision benefits

Dental benefits

401k with company matching

Paid time off

Job summary

The SECU Credit Union Ltd. is seeking a Relationship Banker in Frederick, MD to consult with members about banking needs and grow relationships.

You will review existing accounts, discuss business loan opportunities, and help members plan for major life milestones while engaging with the community and promoting SECU offerings. Yearly incentives and quarterly productivity-based rewards accompany a comprehensive benefits package and a focus on financial literacy and member trust.

Qualifications

• Consultative sales experience in a banking context.
• Proven ability to build customer loyalty and expand financial literacy and well-being.
• Familiarity with retail banking products and services to meet member needs.

Responsibilities

• Consult with members about their banking needs and review current relationships.
• Follow up with members about business loans and financial opportunities.
• Help members save for college, a home, wedding or other milestones.
• Represent SECU at community events and promote financial literacy.

Skills

Consultative sales

Relationship building

Financial literacy

Job description

The SECU Credit Union Ltd. is seeking a Relationship Banker in Frederick, MD to consult with members about banking needs and grow relationships.

You will review existing accounts, discuss business loan opportunities, and help members plan for major life milestones while engaging with the community and promoting SECU offerings. Yearly incentives and quarterly productivity-based rewards accompany a comprehensive benefits package and a focus on financial literacy and member trust.