Relationship Banker - Canton branch

Clear Destination Inc.; Michigan; On-site; USD 38,000 - 55,000; Full time

Job summary

Clear Destination Inc. is seeking a Relationship Banker for our Canton, MI branch to deliver exceptional service and tailored financial solutions.

The role emphasizes sales-minded service, accurate teller transactions, and proactive product recommendations to members. The position requires a high school diploma, at least one year of sales experience in a financial institution, and strong customer service and communication skills.

Qualifications

• High school diploma or equivalent.
• One year goal driven sales experience in a financial institution.
• Demonstrated customer service skills.
• Ability to provide superior service to members on all products, using effective sales skills.
• Willingness to work in fast paced, goal‑oriented environment.
• Ability to become an expert in evaluating member needs, while making our member your priority.
• Excellent interpersonal skills, including effective verbal and written communication.
• Consistent positive, cooperative, self‑motivated, courteous and professional attitude.
• Ability to move up to 50 lbs.
• Computer literate, proficient in Microsoft Windows.
• Ability to function as a team player in a dynamic environment.
• Must be self‑motivated, flexible and able to organize priorities.
• Willingness and ability to work at any of our branch offices.

Responsibilities

• Maintain a high level of product knowledge in order to efficiently serve members.
• Provide superior service to prospective and existing members in a timely manner.
• Actively promote and communicate potential financial opportunities.
• Meet individual sales goals.
• Keep current on individual and team sales and service results.
• Process new accounts and daily work accurately and efficiently.
• Use membership data to proactively offer additional products and services to members.
• Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.
• Adhere to branch compliance and security procedures.
• Conduct loan closings
• Participate in the branch team development program.
• Assist co-workers with transactions and procedures.
• Balance daily membership and loan transactions.
• Provide notary services.
• Work in any assigned area of the branch as needed.
• Saturday hours required.
• Efficiently handle large amounts of cash.
• Additional training and meeting times required; travel may be required.

Skills

Customer service skills

Sales experience

Interpersonal skills

Verbal communication

Written communication

Team player

Self-motivated

Computer literacy

Flexibility

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

Are you passionate about building relationships and helping members achieve their financial goals? As a Relationship Banker, you’ll be the face of our credit union—providing exceptional service, offering tailored financial solutions, and handling transactions with accuracy and efficiency. You'll engage with members, identify their needs, and proactively recommend products and services that support their financial well‑being. If you're a motivated team player with a sales mindset and a commitment to outstanding service, we want you on our team!

The Opportunity:

Our Canton branch is seeking a full time Relationship Banker to join their team!

What You’ll Do:

• Maintain a high level of product knowledge in order to efficiently serve members.
• Provide superior service to prospective and existing members in a timely manner.
• Actively promote and communicate potential financial opportunities.
• Meet individual sales goals.
• Keep current on individual and team sales and service results.
• Process new accounts and daily work accurately and efficiently.
• Use membership data to proactively offer additional products and services to members.
• Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.
• Adhere to branch compliance and security procedures.
• Conduct loan closings
• Participate in the branch team development program.
• Assist co-workers with transactions and procedures.
• Balance daily membership and loan transactions.
• Provide notary services.
• Work in any assigned area of the branch as needed.
• Saturday hours required.
• Efficiently handle large amounts of cash.
• Additional training and meeting times required; travel may be required.

What You’ll Need:

• High school diploma or equivalent.
• One year goal driven sales experience in a financial institution.
• Demonstrated customer service skills.
• Ability to provide superior service to members on all products, using effective sales skills.
• Willingness to work in fast paced, goal‑oriented environment.
• Ability to become an expert in evaluating member needs, while making our member your priority.
• Excellent interpersonal skills, including effective verbal and written communication.
• Consistent positive, cooperative, self‑motivated, courteous and professional attitude.
• Ability to move up to 50 lbs.
• Computer literate, proficient in Microsoft Windows.
• Ability to function as a team player in a dynamic environment.
• Must be self‑motivated, flexible and able to organize priorities.
• Willingness and ability to work at any of our branch offices.