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Relationship Banker

Financial Center First Credit Union Indianapolis ,IN
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

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, Datasafe 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.

Company Description
Founded in 1953, Financial Center First Credit Union is a member-owned, non-for-profit, co-operative financial institution whose members receive direct financial benefits in the form of lower loan rates, higher savings rates, and fewer fees than other banking institutions according to the Credit Union National Association. With approximately 54,000 members and 8 locations in the Indianapolis and Kokomo area, we are dedicated to providing our members with good, quality, convenient services.

Being recognized as one of the Top Places to Work in Indianapolis, we are committed to creating a workplace that encourages equal opportunity and values the diversity each employee offers to our credit union. We recognize personal and professional development by offering interactive training and learning opportunities for our industry. We are committed to building a culture that is fun, flexible, and people-centered. Our goal is to provide a rich environment and nurture our employees' skills every step of the way.

Accolades:

2019
Second Place National Award Desjardins Adult Category ($250 million to $1 billion assets)

Indiana Credit Union League
•First Place DesJardins Adult Financial Literacy – Adult financial seminars, new education center, online education, Work Perks lunch ‘n learns, international outreach and 1:1 financial counseling that impacted more than 5,700 members and community members.
•First Place DesJardins Youth Financial Literacy – New Student account; classroom instruction in local high schools, 1:1 financial counseling to those in work-study programs, college workshops, and scholarships that reach more than 800 students/year.
•Honorable Mention Dora Maxwell (social responsibility)
•Second Place Louise Herring (credit union philosophy in action)

2018
First Place National Award Desjardins Adult Category – ($250 million to $1 billion assets)
2nd Place National Louise Herring Philosophy in Action ($250 million to $1 billion assets)

Indiana Credit Union League
•First Place DesJardins Adult Financial Literacy – Adult financial seminars, online education, Work Perks lunch ‘n learns, international outreach and 1:1 financial counseling that impacted more than 5,700 members and community members.
•First Place DesJardins Youth Financial Literacy – classroom instruction in local high schools, 1:1 financial counseling to those in work-study programs, college workshops, and scholarships that reach more than 800 students/year.
•First Place Dora Maxwell (social responsibility) – Pack the Pantries year-long fund raising campaign to feed the hungry of Central Indiana. We raised more than $100K in the April telethon, providing more than 300,000 meals.
•First Place Louise Herring (credit union philosophy in action) – Signing of the Memorandum of Understanding with the Consul de Mexico in Indiana to be the financial literacy provider to everyone visiting the Consulate’s office.

2017
First Place National Award Desjardins Adult Category – ($250 million to $1 billion assets)
Honorable Mention National Award Desjardins Youth Category
First Place National Award Dora Maxwell
Second Place National Award Louise Herring Philosophy in Action

Indiana Credit Union League
•First Place DesJardins Adult Financial Literacy
•First Place DesJardins Youth Financial Literacy
•First Place Dora Maxwell for Social Responsibility
•First Place Louise Herring Philosophy in Action

We take pride in the awards we have received above, and are looking for individuals who want to help us maintain the status of a top-notch company. Financial Center First Credit Union is seeking honest, motivated, connected, eager, ethical and driven people to help us deliver an exceptional member experience. Come join our team!

Financial Center First Credit Union

Why Work Here?

FCFCU is an award winning Credit Union. Focused on serving our members, supporting the Military, feeding the hungry and financial literacy.

Founded in 1953, Financial Center First Credit Union is a member-owned, non-for-profit, co-operative financial institution whose members receive direct financial benefits in the form of lower loan rates, higher savings rates, and fewer fees than other banking institutions according to the Credit Union National Association. With approximately 54,000 members and 8 locations in the Indianapolis and Kokomo area, we are dedicated to providing our members with good, quality, convenient services. Being recognized as one of the Top Places to Work in Indianapolis, we are committed to creating a workplace that encourages equal opportunity and values the diversity each employee offers to our credit union. We recognize personal and professional development by offering interactive training and learning opportunities for our industry. We are committed to building a culture that is fun, flexible, and people-centered. Our goal is to provide a rich environment and nurture our employees' skills every step of the way. Accolades: 2019 Second Place National Award Desjardins Adult Category ($250 million to $1 billion assets) Indiana Credit Union League •First Place DesJardins Adult Financial Literacy – Adult financial seminars, new education center, online education, Work Perks lunch ‘n learns, international outreach and 1:1 financial counseling that impacted more than 5,700 members and community members. •First Place DesJardins Youth Financial Literacy – New Student account; classroom instruction in local high schools, 1:1 financial counseling to those in work-study programs, college workshops, and scholarships that reach more than 800 students/year. •Honorable Mention Dora Maxwell (social responsibility) •Second Place Louise Herring (credit union philosophy in action) 2018 First Place National Award Desjardins Adult Category – ($250 million to $1 billion assets) 2nd Place National Louise Herring Philosophy in Action ($250 million to $1 billion assets) Indiana Credit Union League •First Place DesJardins Adult Financial Literacy – Adult financial seminars, online education, Work Perks lunch ‘n learns, international outreach and 1:1 financial counseling that impacted more than 5,700 members and community members. •First Place DesJardins Youth Financial Literacy – classroom instruction in local high schools, 1:1 financial counseling to those in work-study programs, college workshops, and scholarships that reach more than 800 students/year. •First Place Dora Maxwell (social responsibility) – Pack the Pantries year-long fund raising campaign to feed the hungry of Central Indiana. We raised more than $100K in the April telethon, providing more than 300,000 meals. •First Place Louise Herring (credit union philosophy in action) – Signing of the Memorandum of Understanding with the Consul de Mexico in Indiana to be the financial literacy provider to everyone visiting the Consulate’s office. 2017 First Place National Award Desjardins Adult Category – ($250 million to $1 billion assets) Honorable Mention National Award Desjardins Youth Category First Place National Award Dora Maxwell Second Place National Award Louise Herring Philosophy in Action Indiana Credit Union League •First Place DesJardins Adult Financial Literacy •First Place DesJardins Youth Financial Literacy •First Place Dora Maxwell for Social Responsibility •First Place Louise Herring Philosophy in Action We take pride in the awards we have received above, and are looking for individuals who want to help us maintain the status of a top-notch company. Financial Center First Credit Union is seeking honest, motivated, connected, eager, ethical and driven people to help us deliver an exceptional member experience. Come join our team!

Address

Indianapolis
Indianapolis, IN
USA