Relationship Banker

SECU; Pasadena (CA); On-site; USD 29,000 - 54,000; Full time

Benefits offered by this job

401k plan with company matching

Sick, vacation and personal leave

Quarterly and annual incentives

Job summary

SECU is seeking a Relationship Banker to consult with members about their banking needs, review current relationships, and support plans for loans and savings. You may represent SECU at community events, delivering financial literacy and showcasing our products to foster loyalty and trust.

The role emphasizes building relationships, empathy, and authentic knowledge of SECU banking services, with opportunities to earn incentives and comprehensive benefits.

Qualifications

• Consultative sales experience in a financial or banking industry role.
• Proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.
• Familiarity with retail banking products and services.

Responsibilities

• Consult with members about banking needs and review current relationships.
• Follow up on business loan discussions and strategize savings for life milestones.
• Promote financial literacy and SECU offerings at events or in the community.
• Engage members to build diverse, inclusive relationships and networks.

Skills

Consultative sales

Financial education

Customer loyalty

Retail banking products

Job description

Current job opportunities are posted here as they become available.

The SECU pledge: Be relevant and significant, day in and day out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.

What You’ll Do.

As a Relationship Banker, you embrace SECU’s brand and deliver financial education to our members and communities. Your day may start with consulting with members about their banking needs, reviewing current banking relationships, following up with a member about a business loan, or strategizing to help a member save for college, a home, wedding or other significant life milestone. You may find yourself at a business or other community event talking to participants about financial literacy or SECU offerings. Alternatively, you may head out to SECU volunteer events and earn up to 12 hours paid time off per quarter.

Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse, inclusive relationships and networks within SECU and the communities we serve. In that effort, you will promote financial literacy, the credit union movement and our talent brand. The result: increased member loyalty from your dynamic passion for doing the right thing, showing empathy, compassion and heart, and by being authentic and knowledgeable about SECU banking products and services.

Who knew being a Relationship Banker could be so much fun and impactful? Whatever the occasion calls for, know that at the end of the day, you made a positive difference in the lives of those you touched. Purpose. Meaning. Heart. All differentiators at SECU.

What We’re Looking For.

Consultative sales experience in a financial or banking industry role, with a proven record of accomplishment building customer loyalty and expanding financial literacy and well-being.

Demonstrated ability to goal attainment through strong familiarity of retail banking products and services.

What You’ll Get.

Join Team SECU and become relevant and significant, day in and out, in the lives of our members, employees and the communities we serve in a highly ethical and fiscally responsible manner.

SECU is Maryland's largest Credit Union and our guiding principles define our culture. We are member centered and employee focused, know relationships generate outcomes, choose right over easy, and put the heart in banking.

In addition to never being controlled by outside owners, one of the great perks of joining Team SECU is our total rewards package for all employees working 20+ hours per week, which includes:

Compensation Information: Based on experience, qualified candidates could be hired as a Member Advisor I or Member Advisor II

• Member Advisor I/Relationship Banker I
  • Hourly Pay Range: Min. $21.35 – Max. $32.02
• Member Advisor II/Relationship Banker II
  • Hourly Pay Range: Min. $24.62 – Max. $39.42

Final offer will be based on years of experience and education

Other Compensation Includes:

• Quarterly incentives based on productivity goals
• Annual corporate-wide incentives

We provide comprehensive benefits, with a focus on total well-being:

• 401k plan with company matching
• Generous sick, vacation and personal leave

To learn more about what it is like to work at SECU please visit our career portal - secumd.org/careers

SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.