Relationship Banker: Personal Finance Solutions

Clear Destination Inc.; Allen Park, Northern (MI, KY); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Clear Destination Inc. seeks a Relationship Banker at our Allen Park, MI branch to deliver exceptional member service and tailored financial solutions. You will handle transactions, promote products, and help members achieve their financial goals.

The role requires a high school diploma, 1 year of sales experience in a financial institution, and strong communication skills. A team-focused, goal-driven attitude and ability to work Saturdays are needed.

Qualifications

• One year goal-driven sales experience in a financial institution.
• Demonstrated customer service skills.
• Ability to provide superior service to members on all products using effective sales skills.
• Willingness to work in a fast-paced, goal-oriented environment.
• Ability to evaluate member needs while making the member a priority.

Responsibilities

• Maintain a high level of product knowledge to efficiently serve members.
• Provide superior service to prospective and existing members in a timely manner.
• Actively promote and communicate potential financial opportunities.
• Meet individual sales goals.
• Keep current on individual and team sales and service results.
• Process new accounts and daily work accurately and efficiently.
• Use membership data to proactively offer additional products and services to members.
• Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.
• Adhere to branch compliance and security procedures.
• Conduct loan closings
• Participate in the branch team development program.
• Assist co-workers with transactions and procedures.
• Balance daily membership and loan transactions.
• Provide notary services.
• Work in any assigned area of the branch as needed.
• Saturday hours required.
• Efficiently handle large amounts of cash.
• Additional training and meeting times required; travel may be required.

Skills

Sales experience

Customer service

Interpersonal skills

Team player

Verbal & written communication

Self-motivated

Education

High school diploma or equivalent

Tools

Microsoft Windows

Job description

Clear Destination Inc. seeks a Relationship Banker at our Allen Park, MI branch to deliver exceptional member service and tailored financial solutions. You will handle transactions, promote products, and help members achieve their financial goals.

The role requires a high school diploma, 1 year of sales experience in a financial institution, and strong communication skills. A team-focused, goal-driven attitude and ability to work Saturdays are needed.