Member Relationship Associate I — Growth Path

Centra Credit Union; Seymour (CT); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Interpreting differential

Job summary

Centra Credit Union in Seymour, IN seeks a full-time Relationship Representative I to welcome Members, engage in meaningful conversations, and process transactions with accuracy. The role focuses on educating Members about financial solutions and advising on Credit Union products and services based on Member needs and goals.

The position includes a Learning Path from Relationship Representative I through III, with opportunities for growth within Retail Operations.

Qualifications

• Proven customer service experience in a financial services setting.
• Ability to educate members on financial products and services.
• Strong communication and problem-solving skills.
• Willingness to complete Centra certification.

Responsibilities

• Engage Members during account transactions and advise on Credit Union products.
• Maintain Member accounts and perform outbound calling and outreach.
• Assist Members with financial needs and goals through problem solving.
• Participate in required Learning Path and Centra certification.

Skills

Customer service

Outbound calling

Financial products

Communication skills

Education

High School Diploma or GED

Equivalent combination education & experience

Job description

Centra Credit Union in Seymour, IN seeks a full-time Relationship Representative I to welcome Members, engage in meaningful conversations, and process transactions with accuracy. The role focuses on educating Members about financial solutions and advising on Credit Union products and services based on Member needs and goals.

The position includes a Learning Path from Relationship Representative I through III, with opportunities for growth within Retail Operations.