Relationship Advisor I

Centra Credit Union; United States; Vor Ort; USD 29.000 - 39.000; Vollzeit

Zusammenfassung

Centra Credit Union is seeking a motivated professional for a full-time Relationship Advisor I position at our Washington Street location in Columbus, IN. The role involves engaging Members in meaningful conversations and advising on lending and financial products to create value.

It requires educating Members on financial solutions and handling routine account transactions in Retail Operations. The position offers a learning path to progress through Relationship Advisor levels, with competitive

Qualifikationen

• High School Diploma or GED (or equivalent) is required.
• 1–3 years of similar or related experience, including preparatory experience.
• Equivalent combination of education and experience may be considered.

Aufgaben

• Creates value by engaging Members during discussion and transactions while educating and advising on products 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 grow skills.
• Engages in the required Learning Path for continued development and Centra certification.

Kenntnisse

Customer engagement

Problem solving

Financial literacy

Learning path

Ausbildung

High School Diploma or GED

Jobbeschreibung

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.