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Relationship Banker - Muncie

Company: Financial Center First Credit Union
Location: Muncie
Posted on: May 12, 2022

Job Description:

Job DescriptionAll employees hired after January 10th 2022, are required to be vaccinated against COVID-19 and provide proof of vaccination prior to start date or receive an approved exemption as a condition of employment. PURPOSE: The Relationship Banker is a liaison between our members and Financial Center. This role is responsible for building and maintaining this relationship and serving our members by; processing loan requests, opening new accounts, maintaining existing accounts, cross selling products and services to help members achieve their financial goals, all whilst providing an exceptional member experience. CULTURAL EXPECTATIONS:

  • Adheres to Financial Center's Policy and Procedures
  • Acts as a role model within and outside Financial Center
  • Maintains a positive and respectful attitude
  • Communicates regularly with supervisor about department issues
  • Demonstrates flexible and efficient time management and ability to prioritize workload
  • Consistently reports to work on time prepared to perform duties of position
  • Meets Department productivity standards
  • Demonstrate enthusiastic support of corporate mission, core values and long term objectives
  • Performs daily assignments independently
  • Resolves questions or problems on the basis of past precedent and interpretation of policy and procedural guidelines
  • Work is reviewed for adherence to policies and procedures ESSENTIAL DUTIES:
    • Process consumer loan requests; provide all necessary loan product information, accurately complete loan application, accurately disburse loan according to requirements, cross sell additional products and services, meeting time and accuracy requirements
    • Provide general financial literacy principles regarding savings plans and preparation of realistic personal budgets
    • Process new account requests to include providing all necessary product information, accurately completing account application and all related documents, assess financial lifestyle and needs of member with a focus on offering additional products and services as appropriate
    • Receives members in person and either processes their request, or refers the member to the appropriate staff member
    • Adheres at all times to applicable policies, including, check cashing, identification and security
    • Educates members on electronic and automated service options
    • Responsible for recommending or referring all Credit Union and CUSO products and services to individual members, as appropriate
    • Projects the professional image of the Credit Union
    • Performs job duties within state and federal regulations, Credit Union bylaws, established policies, internal controls, standards and work procedures
    • Performs other special projects and tasks as requested by supervisor. May assist in the balancing of Automated Teller Machines, Night Drop, and Coin Balancing, outage research, eDesk/scanning of work, Ordering Supplies and other duties assigned. REQUIRED BACKGROUND:
      • Two years successful sales and service experience at a financial institution or equivalent
      • High school diploma or GED
      • Must be able to achieve proficiency on relevant Credit Union systems
      • Must have passed any and all exams given during the assigned training courses
        • Must have average knowledge of fundamental arithmetic
        • Proficient in Microsoft Office, Keystone core software, Lending Operations System, Maestro, ATM, online services and all other internal programs
        • Must be accurate and attentive to details, courteous, neat in appearance and patient in dealing with the members and other employees
        • Must be professional, tactful and have the ability to quickly explain credit union procedures and services
        • Should have basic knowledge of and skills in using a computer, calculator and other standard office equipment. Must also be able to work in a Windows based environment on a PC
        • Possess and demonstrate strong sales skills and be achieving assigned sales goals
        • Must demonstrate ability to understand loan policy and procedures within 90 days of assuming the position
        • Must feel comfortable working in a high volume/traffic environment and working with computer terminals WORK ENVIRONMENT: The work requires physical mobility within the general work area, prolonged standing within a fairly small work area, and long periods of intense concentration, continual communication with members, repetitive tasks and a high level of attention to security. May be temporarily or permanently transferred to another Center as required.

Keywords: Financial Center First Credit Union, Muncie , Relationship Banker - Muncie, Other , Muncie, Indiana

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