Relationship Banker II: Build Member Relationships & Solutions

Cornerstone Community Financial Credit Union; Auburn Hills (MI); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Competitive base pay

PTO + holidays

Health insurance

401(k) with company match

Educational assistance

EAP

Job summary

Cornerstone Community Financial Credit Union is seeking a Regional Relationship Banker II to join our Michigan branch network. This full-time role focuses on consultative selling, opening and maintaining consumer accounts, processing loan applications, and advising members on financial solutions to meet their needs.

The position floats across Auburn Hills and other MI branches, with onboarding leading to a permanent placement.

Qualifications

• Six months to two years of related experience.
• Minimum 2 years in proactive sales and an additional year minimum in a banking/credit union environment opening accounts and taking loan applications.
• A high school degree or GED is required.
• Proficiency with the Microsoft suite of products including Word and Outlook.
• Familiarity with financial products preferred.
• Ability to perform basic mathematical calculations including rates and percentages.
• Strong attention to detail and customer service skills.
• Strong communication skills in oral and written form.
• Ability to obtain and maintain notary designation.

Responsibilities

• Utilizes a consultative interview process to identify opportunities and deliver creative financial solutions, including mortgage lending, consumer accounts, and loan applications.
• Processes financial transactions and documents member interviews in our core system with accuracy.
• Researches issues and collaborates with internal departments to resolve concerns.
• Fosters teamwork and communication with Lending and Loan Processing staff; follows up through loan closing.
• Performs department support duties such as scanning and daily reports.
• Complies with company policies, laws, and regulations including BSA, Patriot Act, and OFAC.

Skills

Sales aptitude

Strong communication

Customer service

Notary designation ability

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Outlook

Job description

Cornerstone Community Financial Credit Union is seeking a Regional Relationship Banker II to join our Michigan branch network. This full-time role focuses on consultative selling, opening and maintaining consumer accounts, processing loan applications, and advising members on financial solutions to meet their needs.

The position floats across Auburn Hills and other MI branches, with onboarding leading to a permanent placement.