Relationship Banker & Financial Wellness Advocate

SECU; Frederick (MD); On-site; USD 28,929 - 44,083; Full time

Benefits offered by this job

Quarterly incentives

Annual incentives

401(k) plan

Paid time off

Job summary

SECU seeks a Relationship Banker to educate members and communities about financial options, assess banking needs, review relationships, and help members reach milestones like college funding, a home, or a wedding. You may engage at business or community events and can participate in SECU volunteer activities.

The role emphasizes building authentic connections, promoting financial literacy, and supporting SECU’s mission, with opportunities to earn incentives and benefits.

Qualifications

• Consultative sales experience in a financial or banking industry.
• Demonstrated ability to promote financial literacy and member well‑being.
• Familiarity with retail banking products and services.

Responsibilities

• Consult with members about banking needs and review current relationships.
• Promote SECU offerings and financial literacy at community events and through education.

Skills

Consultative sales

Financial literacy

Retail banking products

Job description

SECU seeks a Relationship Banker to educate members and communities about financial options, assess banking needs, review relationships, and help members reach milestones like college funding, a home, or a wedding. You may engage at business or community events and can participate in SECU volunteer activities.

The role emphasizes building authentic connections, promoting financial literacy, and supporting SECU’s mission, with opportunities to earn incentives and benefits.