Relationship Advisor I: Help Members with Lending

Centra Credit Union; United States; On-site; USD 29,000 - 39,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer engagement

Problem solving

Financial literacy

Learning path

Education

High School Diploma or GED

Job description

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