General Electric Credit Union
Relationship Banker- South Lebanon
General Electric Credit Union, South Lebanon, Ohio, United States, 45065
Overview
Relationship Banker at General Electric Credit Union. General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. GECU focuses on quality service, an employee-friendly workplace, and developing team members to enable career advancement opportunities. 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 updating addresses and name changes) Investigate and resolve member account issues, collaborating with internal team members as necessary Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier’s checks, change orders, etc. Handle cash handling activities Facilitate the consumer loan application process, including product recommendation, loan interview, evaluating member credit reports, and collecting loan documents 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 protocols Responsible for daily branch operations including quality control of accounts 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 ability to analyze financial data including credit reports Knowledge, Skills, and Abilities
Strong interpersonal and customer service skills to create an exceptional member experience Good written and verbal communication skills to explain products and services effectively Ability to perform in a fast-paced environment Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office 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 includes birthday off 401k Retirement plan with up to a 10% match of base compensation Tuition reimbursement opportunities and professional development Volunteer opportunities with additional PTO hours On-site clinics for vaccines and mammograms General Electric Credit Union is an Equal Opportunity Employer Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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Relationship Banker at General Electric Credit Union. General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. GECU focuses on quality service, an employee-friendly workplace, and developing team members to enable career advancement opportunities. 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 updating addresses and name changes) Investigate and resolve member account issues, collaborating with internal team members as necessary Conduct teller transactions including transfers, deposits, withdrawals, loan payments, loan payoffs, cashier’s checks, change orders, etc. Handle cash handling activities Facilitate the consumer loan application process, including product recommendation, loan interview, evaluating member credit reports, and collecting loan documents 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 protocols Responsible for daily branch operations including quality control of accounts 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 ability to analyze financial data including credit reports Knowledge, Skills, and Abilities
Strong interpersonal and customer service skills to create an exceptional member experience Good written and verbal communication skills to explain products and services effectively Ability to perform in a fast-paced environment Ability to learn and maintain proficiency in multiple computer systems including Microsoft Office 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 includes birthday off 401k Retirement plan with up to a 10% match of base compensation Tuition reimbursement opportunities and professional development Volunteer opportunities with additional PTO hours On-site clinics for vaccines and mammograms General Electric Credit Union is an Equal Opportunity Employer Job Details
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales
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