Relationship Banker- Loveland

Overview

Through a consultative approach, the Relationship Consultant strives to understand all current and potential members’ unique financial needs to provide the best solution for GECU products and services with a focus on building and fostering relationships to promote an impactful member experience.

Essential Responsibilities

• Greet and direct members as they enter the branch
• Uncover members’ financial goals and needs through consultative conversations
• Advise members on GECU products and services that help achieve desired outcomes and financial goals
• Manage a book of business that consistently meets sales and service goals through consultative conversations and outbound calls to current and prospective members
• Open and close various types of depository accounts utilizing the required systems and following appropriate policies and procedures
• Perform account maintenance activities using the required systems, processes, and procedures (such as assisting with updating addresses, name changes, etc.)
• Investigate and resolve member account issues, collaborating with internal team members as necessary
• Facilitate teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier’s checks, change orders, etc.
• Responsible for cash handling activities
• Facilitate the consumer loan application process, including product recommendation, conducting loan interview, evaluating member credit reports, and collecting the required loan documents to submit for underwriting and processing
• Facilitate member loan closings by explaining documentation, directing members to sign, and notarizing documents as necessary
• Notarize member documents per GECU policy
• Perform opening, closing, and other branch servicing duties, including drawer and vault balancing and servicing the coin machine and Interactive Teller Machines (ITMs), following appropriate safety protocol
• Responsible for daily operations of the branch including reviewing accounts for quality control purposes

Education And Experience

• High school diploma or GED required; college degree preferred
• Minimum two years of customer service experience required
• Minimum one year of experience working in a financial institution (FI) or related industry required
• Basic understanding of FI products and services
• Fundamental experience in consultative conversations; proficient in opening and closing accounts
• Working experience to analyze financial data including credit reports

Knowledge, Skills, And Abilities

• Strong interpersonal and customer service skills needed to create an exceptional member experience
• Good communication skills, both written and verbal, with ability to explain products and services effectively to members
• Ability to function well in a fast-paced environment
• Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office Products and Credit Union systems
• Good problem-solving skills to evaluate information and find appropriate solutions quickly

Benefits

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and take your birthday off
• 401k Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities - and earn additional PTO hours!
• On-site clinics for Vaccines and Mammograms
• And many more!

About the Role

At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.

Qualifications

At GECU, we want to support your wellbeing by offering a wide range of benefits:

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and take your birthday off
• 401k Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities - and earn additional PTO hours!
• On-site clinics for Vaccines and Mammograms
• And many more!