Regional Relationship Banker II

Cornerstone Community Financial Credit Union; Clinton Charter Township (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive Base Compensation

Paid Time Off

Wellness & Volunteer Time

Health Insurance Coverage

Employer-Paid Coverage

Flexible Spending Accounts (FSA)

Education Assistance

Retirement Benefits

Employee Assistance Program (EAP)

Job summary

Cornerstone Community Financial Credit Union seeks a Regional Relationship Banker II to build and nurture member relationships across Michigan branches. You will promote and educate on financial products, cross-sell solutions, and guide members through accounts, loans, and related services.

The role involves in-person and remote/member interactions, with potential transition to a permanent branch placement after onboarding. Expect diverse daily tasks and a focus on exceptional member service.

Qualifications

• Six months to two years of similar or related experience.
• Minimum 2 years of proactive sales experience 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 and customer service skills with effective communication.
• Ability to be bonded and obtain notary designation.

Responsibilities

• Utilizes a consultative interview process to identify opportunities and deliver financial solutions, including mortgage lending, opening and maintaining consumer accounts, processing loan applications, and other duties to deepen member relationships.
• Processes financial transactions, updates account information, and documents member interviews in the core system accurately.
• Researches issues and collaborates with internal departments to resolve concerns.
• Fosters cooperation and communication with Centralized Lending and Loan Processing staff to ensure seamless service and follow-up through loan closings.
• Performs department support duties including scanning, faxes, and daily reports.
• Complies with company policies, laws, and regulations including BSA, Patriot Act, and OFAC.

Skills

Customer service

Communication skills

Sales experience

Banking/credit union experience

Financial products knowledge

Math proficiency

Notary (notary designation)

Bonded

Education

High school diploma or GED

Tools

Microsoft Office

Job description

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.