Relationship Representative I

Centra Credit Union; Seymour (CT); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Benefits package

Interpreting differential

Job summary

Centra Credit Union in Seymour, IN seeks a full-time Relationship Representative I to welcome Members, engage in meaningful conversations, and process transactions with accuracy. The role focuses on educating Members about financial solutions and advising on Credit Union products and services based on Member needs and goals.

The position includes a Learning Path from Relationship Representative I through III, with opportunities for growth within Retail Operations.

Qualifications

• Proven customer service experience in a financial services setting.
• Ability to educate members on financial products and services.
• Strong communication and problem-solving skills.
• Willingness to complete Centra certification.

Responsibilities

• Engage Members during account transactions and advise on Credit Union products.
• Maintain Member accounts and perform outbound calling and outreach.
• Assist Members with financial needs and goals through problem solving.
• Participate in required Learning Path and Centra certification.

Skills

Customer service

Outbound calling

Financial products

Communication skills

Education

High School Diploma or GED

Equivalent combination education & experience

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 Seymour, 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.