Relationship Banking Consultant

Meritrust Credit Union; Manhattan (KS); Hybrid; USD 28,000 - 35,000; Full time

Job summary

Meritrust Credit Union in Manhattan, KS is seeking an Entry Level Associate to help establish new member relationships and open consumer accounts. You will retain and support existing members, advise on products, and promote self-service banking options.

This role emphasizes accuracy, customer service, and collaboration with the lending team to facilitate funding. The position requires a High School diploma and 2+ years in retail or customer service, with banking experience preferred.

Qualifications

• High School diploma or equivalent required.
• 2+ years of experience in a retail or customer service environment; financial services preferred.

Responsibilities

• Establish new member relationships and open consumer/deposit accounts as needed.
• Advise members on products and services to meet financial goals.
• Provide account servicing, resolve issues, and transition complex transactions to remote service when appropriate.
• Process transactions accurately and determine member needs from transaction details.
• Promote self-service banking options (online, mobile, e-ATM).
• Assist with loan applications and coordinate with lending team for funding.

Skills

Communication

Time management

Sales

Relationship building

Problem solving

Critical thinking

Customer service

Education

High School diploma

Job description

Meritrust Credit Union in Manhattan, KS is seeking an Entry Level Associate to help establish new member relationships and open consumer accounts. You will retain and support existing members, advise on products, and promote self-service banking options.

This role emphasizes accuracy, customer service, and collaboration with the lending team to facilitate funding. The position requires a High School diploma and 2+ years in retail or customer service, with banking experience preferred.