Relationship Banking Advisor

Canyon-View-Credit-Union

West Jordan (UT)

On-site

USD 21,000 - 30,000

Full time

14 days+
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Benefits offered by this job

Health insurance with HSA
401(k) contribution 14.47%
18 PTO days per year
12 paid holidays
Career advancement opportunities
Ongoing paid training
Discounts on Credit Card interest
Discounts on Mortgage Loan fees
Other employee banking perks

Job summary

Canyon-View-Credit-Union is seeking a Financial Service Representative (Banker/Teller) in Utah to provide exceptional member service, process transactions, and educate members on loans and CU resources. You will build relationships, achieve sales/service goals, and uphold compliance.

Hours are 9:00 am–6:00 pm, Mon–Fri with some Saturdays; pay is $18.75/hr with DOE and quarterly bonus opportunities.

Qualifications

  • High School diploma or GED or equivalent.
  • 6+ months experience building customer relationships and offering sales and solutions.
  • Proficient with standard office machinery and software.
  • Working knowledge of Microsoft Word/Excel/Outlook.
  • Previous cash handling, customer service and/or sales experience preferred.

Responsibilities

  • Build relationships with members to identify needs and offer best financial solutions.
  • Process deposits, withdrawals, payments, wire transfers, and other transactions accurately.
  • Cross-sell Credit Union products and services to meet member goals.
  • Make outbound calls for onboarding, relationship building, and sales.
  • Develop and maintain member relationships for elevated service and satisfaction.
  • Complete daily tasks timely and help achieve branch goals and MDI targets.
  • Greet members professionally and use their name during transactions.
  • Maintain strong knowledge of all Credit Union products and services.
  • Examine checks for hold requirements and compliance.

Skills

Customer service
Sales experience
Effective communication
Cash handling

Education

High School diploma or GED

Tools

Microsoft Word
Microsoft Excel
Outlook

Job description

Canyon-View-Credit-Union is seeking a Financial Service Representative (Banker/Teller) in Utah to provide exceptional member service, process transactions, and educate members on loans and CU resources. You will build relationships, achieve sales/service goals, and uphold compliance.

Hours are 9:00 am–6:00 pm, Mon–Fri with some Saturdays; pay is $18.75/hr with DOE and quarterly bonus opportunities.

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