Member Relationship Advisor

General Electric Credit Union; Cincinnati (OH); On-site; USD 36,000 - 55,000; Full time

Job summary

General Electric Credit Union seeks a Relationship Banker at the Oakley branch to greet members, assess financial goals, and recommend GECU products and services. You will manage accounts, process teller transactions, and support loan applications with a focus on exceptional member experiences.

Ideal candidates bring solid customer service experience, knowledge of FI products, and the ability to work in a fast-paced branch setting while maintaining accuracy and compliance.

Qualifications

• High school diploma or GED required; college degree preferred.
• Minimum two years of customer service experience required.
• Minimum one year of experience working in a financial institution required.
• Basic understanding of FI products and services.

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.
• Manage a book of business that meets sales and service goals through consultative conversations.
• Open and close depository accounts using required systems and following policies.

Skills

Customer service

Interpersonal skills

Communication skills

Problem solving

Education

High school diploma or GED

College degree preferred

Tools

MS Office

Credit Union systems

Job description

General Electric Credit Union seeks a Relationship Banker at the Oakley branch to greet members, assess financial goals, and recommend GECU products and services. You will manage accounts, process teller transactions, and support loan applications with a focus on exceptional member experiences.

Ideal candidates bring solid customer service experience, knowledge of FI products, and the ability to work in a fast-paced branch setting while maintaining accuracy and compliance.