Senior Relationship Banker: Elevate Member Solutions

Cornerstone-Community-Financial-Credit-Union-; Auburn Hills (MI); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Competitive Base Compensation

Paid Time Off

Wellness & Volunteer Time

Health Insurance Coverage

Employer-Paid Coverage

Flexible Spending Accounts (FSA)

Education Assistance

Retirement Benefits

Employee Assistance Program (EAP)

Job summary

Cornerstone-Community-Financial-Credit-Union in Auburn Hills, MI is seeking a Senior Relationship Banker to develop member relationships, promote and educate on financial products, and provide excellent service across inbound, outbound, email, and in-person interactions.

The role includes handling HELOCs, mortgages, IRAs, and loan applications, as well as opening accounts and following through to loan closings, with a focus on member satisfaction and adherence to policies.

Qualifications

• Two to five years of related experience in banking/credit unions.
• Minimum 2 years in proactive sales and at least 1 year in banking/opening accounts and loan applications.
• High school degree or GED required.
• Proficiency with Microsoft Office suite.

Responsibilities

• Utilize consultative interviewing to identify opportunities and deliver financial solutions (HELOC, mortgage, IRA, loans, accounts).
• Educate members on product benefits and cross-sell to deepen relationships.
• Process transactions and update account information accurately in core system.
• Collaborate with internal departments to resolve member issues and ensure seamless service.
• Support daily department tasks (scanning, faxes, reports) and comply with regulations.

Skills

Customer service

Communication

Notary designation

Bonded

MS Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Cornerstone-Community-Financial-Credit-Union in Auburn Hills, MI is seeking a Senior Relationship Banker to develop member relationships, promote and educate on financial products, and provide excellent service across inbound, outbound, email, and in-person interactions.

The role includes handling HELOCs, mortgages, IRAs, and loan applications, as well as opening accounts and following through to loan closings, with a focus on member satisfaction and adherence to policies.