Relationship Advisor I

Centra-Credit-Union; Columbus (IN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Benefits package

Interpreting differential

Job summary

Centra Credit Union in Columbus, Indiana, is seeking a Relationship Advisor I at our Washington Street location. The role involves engaging Members, advising on lending and financial products, and handling account transactions to support Retail Operations. It includes a Learning Path to grow into higher levels.

The starting wage is $24.42 per hour with a comprehensive benefits package designed to support you and your family. Spanish/English interpreters may be eligible for a differential.

Qualifications

• High School Diploma or GED required.
• 1–3 years of related experience.
• Ability to educate and counsel on financial solutions.

Responsibilities

• Engages Members in discussions and transactions, educating on products and lending.
• Solves member issues with prompt, tailored financial solutions.
• Maintains subject matter expertise in Centra products and financial literacy to grow skills.
• Follows Learning Path and earns Centra certification.

Skills

Customer service

Communication

Financial literacy

Education

High School Diploma or GED

Job description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Advisor I, at our location on Washington Street in Columbus, IN. The Relationship Advisor is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value. A Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions. This position will perform Member account transactions to fulfill periodic need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure.

The position has a Learning Path to develop and grow their skills while transitioning from a Relationship Advisor I through Relationship Advisor III role. Team Members can reside in a Relationship Advisor III role or continue to pursue further development in Retail Operations or another career path.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. The starting wage for this opportunity is $24.42 per hour. Hourly compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Creates value by engaging Members during discussion and transactions while educating and advising Members on products, services, and lending.
• Proactively engages with Members in problem solving, providing immediate and thoughtful consultation for tailored solutions.
• Ensures own accountability for subject matter expertise in products and services, problem solving and financial literacy to continually grow skills required for Member engagement.
• Engages in required Learning Path for continued development and growth and obtains Centra certification.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra Credit Union is an Equal Opportunity Employer.

Qualifications

Education

Required

Equivalent combination education & experience or better.

High School or Equivalent or better.

Preferred

3-5 years related experience or better.

Licenses & Certifications

Preferred

NationMultistateLicensing

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.