Relationship Banker - Carpenter Rd branch

Davita Inc.; Ann Arbor (MI); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading credit union in Ann Arbor, MI is seeking a full-time Relationship Banker. You will provide exceptional service and tailored financial solutions, handling transactions while promoting financial products to members. This role is ideal for motivated sales-minded individuals eager to help clients achieve their financial goals.

Benefits

Monthly cash incentives for meeting performance goals

Paid time off

401k plan match, dollar for dollar up to 4%

Tuition reimbursement / Education assistance

Medical, dental and vision insurance effective date of hire

Flexible scheduling for students

Qualifications

• One year goal driven sales experience in a financial institution required.
• Demonstrated customer service skills.
• Ability to move up to 50 lbs.

Responsibilities

• Maintain a high level of product knowledge to efficiently serve members.
• Actively promote and communicate potential financial opportunities.
• Meet individual sales goals.

Skills

Customer service

Sales

Interpersonal skills

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

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 Carpenter Rd branch in Ann Arbor, MI 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.


• Maintain a professional appearance following the established dress code.

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.

What We Offer:

• Monthly cash incentives for meeting performance goals


• Employee bonus program


• Paid lunch time


• Employee referral payouts for recruiting your friends and family


• Paid time off


• Paid holidays (13 per year)


• 401k plan match, dollar for dollar up to 4%


• 401k additional employer contribution after one year at 5%


• Tuition reimbursement / Education assistance


• Medical, dental and vision insurance effective date of hire


• Health savings account (HSA)


• Flexible spending accounts for medical and dependent care expenses


• Adoption assistance for qualified expenses maximum $10,000 per child


• Wellness initiatives and reimbursements


• Pre-paid legal services plan


• Identity protection plan


• Accident supplemental plan


• Short- & long-term disability plans paid for by company


• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child


• Pet Insurance


• Free financial planning assistance


• Numerous fun employee events throughout the year


• Volunteer and community engagement opportunities


• Employee loan discounts (closed-end loans)


• Service / anniversary awards


• Employee discounts for company logo wear


• Recognition and awards for outstanding team and individual performance (branch and member service center employees)


• Ongoing training opportunities


• Leadership development program


• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans