Carmel Mountain Ranch - Senior Relationship Banker

Senior Relationship Bankers

Most important in this job, we want you to take good care of our members because they are everything to us!

Responsibilities

• Open new accounts, new shares for existing members, process and fund all consumer loan applications and real estate applications.
• Interview potential and existing members to determine appropriate products and services meeting their financial needs.
• Accurately process routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
• Act in the capacity of a supervisor in the absence of manager.
• Absorb and organize outbound activities including phone calls to seek additional growth opportunities for the branch.

Requirements

• At least 3 years of financial institution experience.
• At least 1 years’ experience opening new accounts and processing loan applications, including real estate applications.
• Ability to actively cross-sell products & services.
• Maintain the confidentiality of member’s info!

Qualifications

• Strong interpersonal and communication skills.
• Proficient in Microsoft Office Suite.
• Knowledge of credit union operations and procedures.

Skills

• Excellent customer service skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.

Benefits

• 18 days of PTO in your first year plus 12 holidays a year.
• 6% 401(k) match.
• Full benefits package including medical, dental, vision, life insurance, etc.

Pay

Base Pay/Salary: $26.00 - $33.00 an hour, plus incentives!

The actual base pay within this range will be determined by several components, including but not limited to, relevant experience, internal equity, skills, qualifications, and other job-related factors permitted by law.

Schedule

N/A

Benefits

• Medical
• Dental
• Vision
• Life Insurance