Regional Relationship Banker II

Cornerstone Community Financial Credit Union; Auburn Hills (MI); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Competitive base pay

PTO + holidays

Health insurance

401(k) with company match

Educational assistance

EAP

Job summary

Cornerstone Community Financial Credit Union is seeking a Regional Relationship Banker II to join our Michigan branch network. This full-time role focuses on consultative selling, opening and maintaining consumer accounts, processing loan applications, and advising members on financial solutions to meet their needs.

The position floats across Auburn Hills and other MI branches, with onboarding leading to a permanent placement.

Qualifications

• Six months to two years of related experience.
• Minimum 2 years in proactive sales and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
• A high school degree or GED is required.
• Proficiency with the Microsoft suite of products including Word and Outlook.
• Familiarity with financial products preferred.
• Ability to perform basic mathematical calculations including rates and percentages.
• Strong attention to detail and customer service skills.
• Strong communication skills in oral and written form.
• Ability to obtain and maintain notary designation.

Responsibilities

• Utilizes a consultative interview process to identify opportunities and deliver creative financial solutions, including mortgage lending, consumer accounts, and loan applications.
• Processes financial transactions and documents member interviews in our core system with accuracy.
• Researches issues and collaborates with internal departments to resolve concerns.
• Fosters teamwork and communication with Lending and Loan Processing staff; follows up through loan closing.
• Performs department support duties such as scanning and daily reports.
• Complies with company policies, laws, and regulations including BSA, Patriot Act, and OFAC.

Skills

Sales aptitude

Strong communication

Customer service

Notary designation ability

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regional Relationship Banker II

Full-Time Regular J812 - Univ II III Auburn Hills, MI, US

2 days ago Requisition ID: 1576

Salary Range: $21.00 To $23.00 Hourly

The Regional Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. The Relationship Banker position offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.

Please note that this position will float between all Michigan branches - Auburn Hills, Center Line, Clinton Township, Macomb, Royal Oak, Sterling Heights, & Troy as needed. Additionally, the intent is for this position to transition into a permanent branch placement following successful onboarding.

What You'll Do in This Role:

• Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts
• Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
• Researches issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
• Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process.
• Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What You'll Bring To CCF:

• Six months to two years of similar or related experience, including time spent in preparatory positions
• Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
• A high school degree or GED is required.
• Proficiency with the Microsoft suite of products including Word and Outlook.
• Familiarity with financial products preferred.
• Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages.
• Strong attention to detail.
• Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
• Strong communication skills must be demonstrated through oral and written means.
• Ability to be bonded.
• Ability to obtain and maintain notary designation.

The Perks of Being Part of CCF:

When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences.

We offer a comprehensive benefits package designed to support the well-being of our employees:

• Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
• Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
• Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
• Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage.
• Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
• Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
• Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
• Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
• Employee Assistance Program (EAP): Confidential support services for personal and professional challenges

Work Location: This position will travel to Michigan branches for coverage/support as needed.

EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.

Our Opportunity:

The Regional Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. The Relationship Banker position offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.

Please note that this position will float between all Michigan branches - Auburn Hills, Center Line, Clinton Township, Macomb, Royal Oak, Sterling Heights, & Troy as needed. Additionally, the intent is for this position to transition into a permanent branch placement following successful onboarding.

What You'll Do in This Role:

• Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the mortgage lending process, opening and maintaining consumer accounts, processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts
• Processes financial transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
• Researches issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
• Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process.
• Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What You'll Bring To CCF:

• Six months to two years of similar or related experience, including time spent in preparatory positions
• Minimum 2 years of experience in a proactive sales position and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
• A high school degree or GED is required.
• Proficiency with the Microsoft suite of products including Word and Outlook.
• Familiarity with financial products preferred.
• Ability to perform basic mathematical calculations including addition, subtraction, division, multiplication, rates, and percentages.
• Strong attention to detail.
• Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
• Strong communication skills must be demonstrated through oral and written means.
• Proven sales aptitude.
• Ability to be bonded.
• Ability to obtain and maintain notary designation.

The Perks of Being Part of CCF:

When you join CCF you’re not just taking a job—you’re joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences.

We offer a comprehensive benefits package designed to support the well-being of our employees:

• Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
• Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
• Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
• Health Insurance Coverage: Multiple low-deductible medical plan options, as well as dental and vision coverage.
• Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
• Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
• Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
• Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
• Employee Assistance Program (EAP): Confidential support services for personal and professional challenges

Work Location: This position will travel to Michigan branches for coverage/support as needed.

EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.

Monday - Friday: 8:45AM - 5:15PM
Saturday: 8:45AM - 1:15PM