Relationship Banker

Community Financial Credit Union; West Bloomfield Charter Township (MI); On-site; Full time

Job summary

Community Financial Credit Union is seeking a Relationship Banker to create exceptional experiences for members seeking financial products and services. This entry-level role focuses on building relationships and ensuring top-notch customer service, supported by a robust training culture within a nurturing environment. Full-time team members enjoy extensive benefit packages, including medical, dental, vision coverage, and generous paid time off.

Benefits

Comprehensive medical, dental, and vision plans

Four weeks of PTO for all full-time team members

Up to 12 weeks paid paternity/maternity leave

Generous 401k match

Paid time off for volunteering and family events

Qualifications

• 2+ years' experience as a service representative in retail or service industry.
• Demonstrated proficiency at CFCU in a similar role may be considered.

Responsibilities

• Conduct interactive and collaborative interviews to expand member relationships.
• Perform transactional duties ensuring accuracy according to credit union policies.
• Stay updated on products and initiatives for member interactions.

Skills

Customer Service

Sales

Proficiency in Microsoft Suite

Education

High school diploma or equivalent

Job description

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About Us

Community Financial Credit Union is a full-service financial institution that serves anyone living, working, worshiping, or attending school in Michigan. We are a not-for-profit institution and have been in business for over 70 years!

About Us

Community Financial Credit Union is a full-service financial institution that serves anyone living, working, worshiping, or attending school in Michigan. We are a not-for-profit institution and have been in business for over 70 years!

So, what makes Community Financial innovative and unique? Community Financial is not only the place you want to bank, but it is also a great place to work! We’ve been recognized as one of the Regional Best and Brightest companies for the last 18 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, were also recognized as the Best and Brightest in Wellness in 2024.

Our Opportunities

We are proud to offer a variety of professional development opportunities for our team members. From mentorships to internal growth programs, Community Financial aspires to provide team members the opportunity to reach their career goals while being their true, authentic self. We pride ourselves on being an employer of choice that puts our members and team members first by offering many hybrid and remote opportunities depending on your passion.

About The Role

The Member Experience Specialist II creates unparalleled in-person experiences for existing and prospective members seeking specialized investment and business financial products and consultation that interface with CFCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent complex account maintenance and transactional requests, the Member Experience Specialist II will identify opportunities to expand existing investment and business relationships while positioning CFCU as a first-choice market leader and the primary financial institution for the members they serve.

This position has a starting hourly rate of $20.48, but your offer amount may be increased with relevant work experience and transferrable skills.

A Day in the life of a Member Experience Specialist II can look like:

• Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to CFCU’s balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the member's financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Stay on top of news about products and initiatives, ready to apply your learning to member interactions
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction, taking ownership of issues and challenges, increasing member loyalty.
  
  

What You Bring To The Table

• High school diploma or equivalent.
• Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Demonstrated proficiency at CFCU in a similar role may also be considered.
• Proficiency using Microsoft Suite.
  
  

Our Culture

At Community Financial, our purpose is to create joy and ignite Michiganders’ impossible dreams . A culture of joy and impossible dreams is a culture of belonging: belonging is the spark . Guided by our values of Relentless Care, Hustle & Grind , Gratitude , and Huzzah! , we create a Culture of Belonging where every team member and member feels valued, connected, supported and can be their authentic selves.

We’re relentless in our commitment to our team, offering a workplace that puts people first in the following ways:

• Valuing and integrating belonging . We understand that to create true belonging we need to be intentional with our purpose which is why we have integrated it into all areas of our work.
• Listening is our superpower . We ensure every team member has a seat at the table, a voice that is listened to, and leaders that care relentlessly! When we listen, we utilize surveys, feedback forums, leader listening sessions , , focus groups, and task forces to innovate and drive the team member and member experience.
• Cultivating safe spaces for all . Whether we are working at one of our offices or you’re working from your home or remote work location, making sure our team members are physically safe and can be their full authentic self is important.
• Prioritizing team member wellbeing. With a trained Wellbeing advocate and dynamic benefits, we aim to provide our team members and their families with resources and support around professional, emotional, community, financial, social, and physical wellbeing.
• Creating community through connection. Team members are encouraged to engage with our numerous Community Resource and Connection Groups. These groups build community and allyship beyond our day-to-day roles and responsibilities. Team members also have many opportunities to connect and create impact in our communities.
  
  

As an employer of choice shaping the future of work, we’re proud to cultivate a community of passionate advocates for the credit union movement—both within our organization and across the communities we serve.

As a team member at Community Financial Credit Union, you’ll enjoy:

• Comprehensive medical, dental, and vision plans
• Four weeks of PTO for all full-time team members
• Up to 12-weeks paid paternity/maternity leave
• Lifestyle Accounts to help with your personal wellbeing
• Family Health Benefits
• Paid time off to observe all Federal Holidays
• A generous 401k match
• Numerous employee engagement activities
• Community Resource Groups
• Paid time off for occasions such as volunteering and family events
  
  

Contact/application Information

If this description appeals to you, please submit an application! A member of CFCU’s Talent Acquisition Team will be in contact with you shortly!

Equal Employment Opportunity Policy

Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.

Disclaimer

This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.

Please note that Community Financial Credit Union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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