Relationship Banker III

Cornerstone Community Financial Credit Union; Clinton Charter Township (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

Une institution financière dynamique recherche un Relationship Banker III pour renforcer les relations avec les membres tout en offrant des solutions financières adaptées. Le candidat idéal aura de solides compétences en vente, un service client exemplaire et une bonne connaissance des produits financiers. Ce rôle exige une attention particulière aux détails et une forte capacité de communication, dans un environnement bancaire stimulant.

Qualifications

• Expérience de 2 à 5 ans en vente proactive dans un environnement bancaire.
• Doit être capable d'effectuer des calculs mathématiques de base.
• Démontrer des compétences exceptionnelles en service à la clientèle.

Responsibilities

• Développer et entretenir des relations avec les membres.
• Promouvoir et vendre des produits financiers.
• Traiter les transactions et mettre à jour les informations des comptes.

Skills

Customer service

Sales aptitude

Attention to detail

Communication

Mathematical calculations

Education

High school degree or GED

Tools

Microsoft Word

Microsoft Outlook

Job description

Join to apply for the Relationship Banker III role at Cornerstone Community Financial Credit Union

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Join to apply for the Relationship Banker III role at Cornerstone Community Financial Credit Union

Cornerstone Community Financial Credit Union provided pay range

This range is provided by Cornerstone Community Financial Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.50/hr - $24.50/hr

Our Opportunity

The Relationship Banker III/Universal Associate III will support CCF by developing and nurturing relationships with our membership and working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.

Our Opportunity

The Relationship Banker III/Universal Associate III will support CCF by developing and nurturing relationships with our membership and working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future financial needs of our members. Offers appropriate products/services to deepen member relationships with CCF in accordance with CCF's goals and growth targets. Serves as a professional representative of the credit union through all member interactions and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and in-person interactions.

What You'll Do In This Role

• Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including, but not limited to facilitating the HELOC, mortgage lending, and IRA processes, opening and maintaining accounts (both consumer and business), processing consumer loan applications, Credit Insurance, GAP, and MBP and other duties as assigned to deepen the member relationship with CCF. Educates members on benefits of products and services offered by CCF. Includes calculating loan terms, rates, amount financed, and payment amounts with all eligible insurance coverages.
• Processes transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail.
• Researches member issues and situations and collaborates with internal departments, as necessary, to resolve concerns.
• Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership. Follows-up through the loan closing process.
• Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  
  

What You'll Bring To CCF

• Two to five years of similar or related experience, including time spent in preparatory positions.
• Minimum 2 years of experience in a proactive sales position 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 addition, subtraction, division, multiplication, rates, and percentages.
• Strong attention to detail.
• Demonstrated strong customer service skills that include proven ability to handle difficult member interactions.
• Strong communication skills must be demonstrated through oral and written means.
• Proven sales aptitude.
• Ability to be bonded.
• Ability to obtain and maintain notary designation.
  
  

Work Location: This position is based in Clinton Township , MI.

EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.

Monday - Friday: 8:30am - 5:15pm

Rotating Saturdays: 8:45am - 1:15pm

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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