Relationship Consultant

Centra Credit Union; Columbus (OH); On-site; USD 79,314,000 - 84,034,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Centra Credit Union is seeking a Relationship Consultant at the National Road Branch in Columbus, Indiana. You will counsel Members to create value and guide decisions across consumer and business accounts, lending products including home equity and IRA’s, and more.

A learning path supports growth within Retail Operations. The role starts at $27.68 per hour with a comprehensive benefits package; interpreters may receive a differential.

Qualifications

• Counsel members to provide financial solutions and education on products and services.
• Outreach activities to build member relationships and promote offerings.
• Knowledge of lending products, IRA’s, and business accounts.

Responsibilities

• Counsel members to provide holistic financial guidance.
• Provide education and referrals and partner with other lines of business.
• Maintain knowledge of lending products and accounts and ensure compliance.

Skills

Counseling skills

Customer outreach

Financial literacy

Education

Associate's Degree in Related Field

Three to five years related experience

Tools

CRM systems

Job description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a Relationship Consultant at our National Road Branch in Columbus, Indiana. The Relationship Consultant is responsible for providing solutions and counseling for Members to create value for the Credit Union and guide Members to sound financial decisions. A Relationship Consultant is actively involved in educating and making referrals on financial solutions through products and services based upon Member needs and goals. The Relationship Consultant will provide consultation in business and consumer accounts, consumer lending including home equity and IRA’s. This position contributes to the safety and security of the branch in compliance with policy and procedure.

The position has a Learning Path to develop and grow their skills. Team Members can reside in a Relationship Consultant role or pursue further development in Retail Operations or another career path.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. The starting wage for this opportunity is $27.68 per hour. Hourly compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Creates value by providing solutions and counseling to Members on Credit Union products and services. Counseling could include an analysis of a Member’s holistic financial needs, education on financial products and services, and guidance on financial difficulties or concerns. Counseling would typically not include interceding on a Member’s behalf on non-Centra products and services.
• Applies expert knowledge and awareness of business and consumer accounts, IRA’s, lending products, special titled accounts and new account procedures and policies.
• Performs regular Member account maintenance and telephonic outbound calling to Members and engages in Member outreach activities to build Member relationships through value added promotion of products and services and in support of the Member feedback program.
• Consults with each Member to provide education and referrals, and partners with other lines of business.
• Ensures own accountability for subject matter expertise in lending products and services, problem solving and financial literacy to continually grow skills required for Member consulting.
• Creates value for Communities in partnership with the Branch Development Manager for
  community networking, business generation and participates in community organization
  programs and events. As needed, represents Centra at community events and activities.
• Obtains Centra certification within the specified timeframe.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

• Associate's Degree in Related Field

• Three years to five years of similar or related experience, including preparatory experience.

Centra Credit Union is an Equal Opportunity Employer.

Education

Required

• Associates or better
• Equivalent combination education & experience or better

Preferred

• 3-5 years related experience or better

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.