Relationship Representative I

Centra Credit Union; North Vernon (IN); On-site; USD 25,000 - 35,000; Full time

Job summary

Centra Credit Union in North Vernon, Indiana, seeks a Relationship Representative I to welcome Members, complete transactions with accuracy, and educate on financial solutions. A Learning Path will develop skills, progressing toward higher levels.

The starting wage is $21.88 per hour. The role includes a comprehensive benefits package and opportunities for growth within Retail Operations.

Qualifications

• High School Diploma or GED required.
• 1–3 years of similar or related experience.
• Equivalent combination education & experience considered.

Responsibilities

• Creates value by engaging Members during account transactions and advising on Centra products and services.
• Performs account maintenance and telephonic outbound calling to Members and outreach to build relationships.
• Engages in problem solving for Members' financial needs and goals.
• Completes required Learning Path and Centra certification.

Skills

Outbound calling

Problem solving

Member engagement

Education

High School Diploma or GED

Tools

Centra certification

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 full-time Relationship Representative I in North Vernon, Indiana. The Relationship Representative is responsible for welcoming and engaging in meaningful conversations with our Member base and creating value while completing transactions with high accuracy. A Relationship Representative will develop to a high level of competency in educating and advising on financial solutions through products and services based upon Member needs and goals. This position is actively involved with Member outreach programs, new deposit account openings and Retail operations while contributing 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 while transitioning from a Relationship Representative I through Relationship Representative III role. Team Members can reside in a Relationship Representative III role or continue to 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 $21.88 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 actively engaging Members during account transactions while educating and advising on Credit Union products and services.
• Performs Member account maintenance, telephonic outbound calling to Members and engage in outreach activities to build Member relationships while promoting products and services.
• Proactively engages with Members in problem solving for their financial needs and goals.
• Engages in required Learning Path for continued development and growth and obtains Centra certification.

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

• High School Diploma or General Education Diploma (GED)
• A minimum of one year up to three years of similar or related experience, including preparatory experience.

Centra Credit Union is an Equal Opportunity Employer.

Qualifications

Education

Required

Equivalent combination education & experience or better.

High School or Equivalent or better.

Preferred

Under 1 year of similar or 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.