Relationship Banker & Solutions Advisor

Blue Federal Credit Union; Loveland (CO); Presencial; USD 35 000 - 39 000; Tempo integral

Resumo da oferta

Blue Federal Credit Union in Loveland, CO is seeking a Universal Relationship Officer to act as a Customer Ambassador, handling teller and cash transactions and promoting bank products to members. You will collaborate with the branch team to drive deposit growth and relationship development, while ensuring compliance and service quality.

The role emphasizes accuracy, customer service excellence, and knowledge of current promotions, with opportunities for outbound calls and referrals within a

Qualificações

• A minimum of one year up to three years of related experience.
• Proficient knowledge of Windows and Microsoft Office (Outlook, Word, Excel).
• Two-year college degree or equivalent business training.

Responsabilidades

• Process deposits and cash transactions accurately using tellering systems.
• Lead new account openings and promote banking products to members.
• Prepare member information for new accounts and ensure signature cards are complete.
• Resolve inquiries promptly and maintain compliance with BSA/Patriot Act.
• Handle incoming calls and route to appropriate staff as needed.
• Adhere to policies, procedures, and regulatory requirements.

Conhecimentos

Customer service

Cash handling

Sales

Windows

Microsoft Office

Formação académica

Two-year college degree

Descrição da oferta de emprego

Blue Federal Credit Union in Loveland, CO is seeking a Universal Relationship Officer to act as a Customer Ambassador, handling teller and cash transactions and promoting bank products to members. You will collaborate with the branch team to drive deposit growth and relationship development, while ensuring compliance and service quality.

The role emphasizes accuracy, customer service excellence, and knowledge of current promotions, with opportunities for outbound calls and referrals within a