Member Experience Banker - Growth, Benefits & Impact

General Electric Credit Union; Cincinnati, Northern (OH, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k match

Paid Time Off

Tuition reimbursement

Volunteer opportunities

On-site clinics

Job summary

General Electric Credit Union in Cincinnati, OH, is seeking a Relationship Banker for the South Lebanon branch to greet members, understand goals, and advise on GECU products to meet financial objectives.

You will manage a book of business, handle deposits and withdrawals, support loan applications, and ensure accurate teller operations, while delivering exceptional member experiences.

Qualifications

• Minimum two years of customer service experience.
• Minimum one year of experience working in a financial institution (FI) or related industry.
• High school diploma or GED required; college degree preferred

Responsibilities

• Greet and direct members as they enter the branch
• Uncover members’ financial goals and needs through consultative conversations
• Advise members on GECU products and services that help achieve desired outcomes and financial goals
• Responsible for managing a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members
• Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures
• Perform account maintenance activities using the required systems, processes, and procedures
• Investigate and resolve member account issues, collaborating with internal team members as necessary
• Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier’s checks, change orders, etc.
• Responsible for cash handling activities
• Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
• Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary
• Notarize member documents per GECU policy
• Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol
• Responsible for daily operations of the branch including reviewing accounts for quality control purposes

Skills

Customer service

Communication

Interpersonal skills

Problem solving

Financial products knowledge

Cross-selling

Education

High school diploma or GED

Tools

Microsoft Office

Credit Union systems

Job description

General Electric Credit Union in Cincinnati, OH, is seeking a Relationship Banker for the South Lebanon branch to greet members, understand goals, and advise on GECU products to meet financial objectives.

You will manage a book of business, handle deposits and withdrawals, support loan applications, and ensure accurate teller operations, while delivering exceptional member experiences.