Relationship Banker & Financial Wellness Advocate

Secumd; Silver Spring (MD); On-site; USD 29,000 - 54,000; Full time

Benefits offered by this job

Medical, vision, dental benefits

401k plan with company matching

Paid volunteer time off

Job summary

SECU in Maryland seeks a Relationship Banker to educate members on financial matters and cultivate meaningful relationships in the community. You’ll consult on banking needs, manage relationships, and promote SECU’s products with a focus on empathy and integrity.

You may participate in community events, provide financial literacy education, and support member journey from onboarding to loan discussions. This role emphasizes heart, purpose, and customer care.

Qualifications

• Consultative sales experience in a financial or banking industry.
• Familiarity with retail banking products and services.

Responsibilities

• Consult with members about banking needs and review current relationships.
• Follow up with members about business loans or financial planning.
• Promote financial literacy at events and SECU offerings.
• Attend volunteer events; can earn up to 12 hours paid time off per quarter.

Skills

Consultative sales

Financial literacy education

Customer relationship building

Retail banking products knowledge

Job description

SECU in Maryland seeks a Relationship Banker to educate members on financial matters and cultivate meaningful relationships in the community. You’ll consult on banking needs, manage relationships, and promote SECU’s products with a focus on empathy and integrity.

You may participate in community events, provide financial literacy education, and support member journey from onboarding to loan discussions. This role emphasizes heart, purpose, and customer care.