Relationship Banker - Latham Branch

Broadview Federal Credit Union; Illinois; On-site; Full time

Job summary

Join a leading financial institution as a Relationship Banker at the Latham Branch. This role focuses on delivering exceptional member service, building relationships, and achieving financial goals. Ideal candidates will have strong communication skills and proficiency in Microsoft Office. A commitment to community involvement and compliance is essential.

Qualifications

• Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and SharePoint.
• Effective verbal, written, and listening communication skills.

Responsibilities

• Advocate for members, enhancing their experience and providing solutions.
• Support the branch in growing a profitable book of business.

Skills

Communication

Interpersonal Skills

Multi-tasking

Education

Associate Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Office Suite

Job description

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If you are ready to join a company that truly cares about its employees, our members, and our community, then you have come to the right place!

About The Team

Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

This role will be assigned to our Latham Branch; however, you will support the branches within our Capital South Region which includes our Headquarters, Cohoes, and Wolf Road Branch locations.

What You’ll Do

1. Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals.
2. Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach.
3. Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution.
4. Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals.
5. Build new relationships through community/foundation involvement and existing member referrals.
6. Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members.
7. Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance.
8. Demonstrate vigilance in detecting and reporting fraud or irregular activities.
9. Ensure compliance with all applicable policies, procedures, and regulatory guidelines.
10. Achievement of goals and objectives provided by management.

LET’S TALK IF YOU

1. Have an Associate degree preferred, or a combination of equivalent education and experience.
2. Have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.
3. Are proficient in Microsoft Word and Excel.
4. Have the ability to multi-task to meet or exceed minimum performance standards.
5. Have effective verbal, written, and listening communication skills.
6. Have strong interpersonal skills.
7. Have the flexibility to work out of any location at any time, as business needs dictate.
8. Have the ability to lift at least 10 pounds and stand for long periods.

TO THRIVE AT BROADVIEW YOU NEED

1. Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
2. Ability to operate in a rapidly changing dynamic environment.
3. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package.

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at [e-mail].