Relationship Banker II — Member Services & Lending

People's Credit Union; Middletown (RI); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) and Roth options

Performance-based incentive

Employee discounts on loan products

Job summary

People’s Credit Union in Middletown, RI is seeking a Member Service Representative II to deliver needs-based service, handle member inquiries, and perform accurate transactions while building trusted relationships. The role focuses on recommending financial solutions aligned with member needs, across branch, phone, and email channels.

The position emphasizes branch operations, loan interviewing, and adherence to SAFE Act training and NMLS registration, with opportunities for growth within the

Qualifications

• High school diploma or equivalent.
• 1–2 years of customer service experience in a financial or retail environment.
• Excellent oral and written communication skills.
• Experience with Windows, Microsoft Office, and Automated Lending.
• Apply for and successfully maintain NMLS registration.
• Completion of all assigned trainings per regulations set forth by the SAFE Act.

Responsibilities

• Assist members in establishing account relationships relating to Credit Union products and services via branch, telephone, and email.
• Respond to member inquiries, evaluate their needs, seek growth opportunities, and direct members to the appropriate resource.
• Maintain proficient knowledge of bank channels to promote ATM/Debit card usage, Alkami products, mobile banking, and bill pay.
• Demonstrate ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and member satisfaction.
• Meet assigned member service and retention goals contributing to the team’s success.
• May serve as Member Service Center Agent as needed.
• Interview consumer loan applicants to gather required information for a credit application, explain loan options, rates, and terms, and close the loan upon approval.

Skills

Customer service

Communication skills

Banking knowledge

Education

High school diploma

NMLS registration

Tools

Windows

Microsoft Office

Alkami

Job description

People’s Credit Union in Middletown, RI is seeking a Member Service Representative II to deliver needs-based service, handle member inquiries, and perform accurate transactions while building trusted relationships. The role focuses on recommending financial solutions aligned with member needs, across branch, phone, and email channels.

The position emphasizes branch operations, loan interviewing, and adherence to SAFE Act training and NMLS registration, with opportunities for growth within the