Relationship Representative I

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

Benefits offered by this job

Comprehensive benefits package

Interpreting differential eligibility

Job summary

Centra Credit Union in Seymour, Indiana, is seeking a motivated Relationship Representative I to welcome and engage Members, educate on financial solutions, and process transactions with high accuracy.

The role offers a Learning Path to progress through Representative levels, with a starting wage of $21.88 per hour and a comprehensive benefits package encouraging growth within Retail Operations.

Qualifications

• High School Diploma or GED.
• 1 year to 3 years of similar or related experience.

Responsibilities

• Engage Members during account transactions and advise on Credit Union products/services.
• Perform account maintenance, outbound calling, and outreach to build Member relationships.
• Assist Members with financial needs and goals.
• Complete Learning Path and Centra certification.

Skills

Customer service

Outreach

Problem solving

Communication

Education

High School Diploma or GED

1-3 years related experience

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 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.