Relationship Banker

MIDFLORIDA Credit Union; Lakeland (FL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Stability

Growth opportunities

PTO & holidays

Tuition assistance

401K with match

Health/Dental/Vision

Employee assistance

Job summary

MIDFLORIDA Credit Union is seeking a Relationship Banker in Lakeland, FL. You will serve members, promote MIDFLORIDA products, process signatures and loans, and help members use self-service options.

Ideal candidates have 2–3 years in teller/new accounts/lending, excellent communication, and a solid understanding of banking regulations. Positions require a professional appearance and branch presence.

Qualifications

• Excellent customer service with strong verbal and written communication.
• 2–3 years of teller, new accounts, or lending experience.
• Familiarity with banking regulations and SAFE Act/MLO eligibility.

Responsibilities

• Improve the financial well-being of members and provide excellent service by identifying MIDFLORIDA products.
• Complete signature cards, loans, IRA, and other documentation accurately.
• Manage a cash drawer and assist in daily branch balancing.
• Present a neat, professional appearance per standards.
• Develop understanding of customer-facing technology and enroll members in self-service options.
• Perform other duties as assigned.

Skills

Customer service

Verbal & written comms

Cash handling

Computer proficiency

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Why have a job when you can build a career? We are proud to be defined by the excellent service and convenience offered to our members, as well as our diverse workforce and company culture. There are many reasons to work for MIDFLORIDA, which is probably why we were voted one of Florida Trend's \"Best Places to Work.\" MIDFLORIDA offers a positive team culture, an open-door management style, a commitment to diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Relationship Bankers perform the following functions:Improve the financial well-being of our members and provide excellent service by identifying and recommending appropriate MIDFLORIDA Credit Union products and services to create fully engaged financial relationships with our members.Complete signature card, loan, IRA, and other documentation in a timely and accurate manner.Manage a cash drawer and assist in daily branch balancing as needed.Present a neat and professional personal appearance, in accordance with credit union professional image standards.Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.Exhibit a high degree of integrity, trustworthiness, and professionalism always.Exude a positive and professional attitude with members and partners consistently.Develop a strong understanding of customer facing technology with the ability to discuss with and enroll members in self-service options.Proactively identify ways to improve employee and member experiences.Perform other duties as assigned.Qualified candidates will possess:Possess excellent customer service skills along with strong verbal and written communications skills.Must have a strong desire to help people.History of cash handling experience.Proficient in the use of computers, the internet and Microsoft Office.A history of meeting or exceeding sales expectations.Minimum of 2-3 years of experience, including teller, new accounts, and lending.Familiarity with credit union and/or banking regulations.The eligibility to meet the requirements of the SAFE Act to be registered as an MLO with NMLS.Availability to work any shift between the operating hours of 7:00 AM - 7:00 PM Monday through Friday and between 8:00 AM - 1:30 PM on Saturdays.A High School Diploma or equivalent is required.MIDFLORIDA Perks:StabilityOpportunity for growthPaid time off and paid holidaysTuition assistance after 6 months of service401K Plan with employer matchingHealth, Dental, and Vision Insurance - Generous and affordable plans for employee and familyEmployee Assistance Program- No waiting period to access benefitSalary and Bonuses – Bonus programs and annual appraisals with salary increase opportunitiesThis employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.