MuncieRecruiter Since 2001
the smart solution for Muncie jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Muncie RSS job feeds