Relationship Banker

USALLIANCE Financial
Woodbourne, NY Full Time
POSTED ON 7/18/2023 CLOSED ON 8/30/2023

What are the responsibilities and job description for the Relationship Banker position at USALLIANCE Financial?

Our Relationship Banker provides an exceptional member experience in all delivery channels. Implement the Credit Union’s Sales and Service standards by offering products and services to improve members’ financial position. Display a great, positive attitude and the drive to succeed.

  • Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
  • Demonstrate a satisfactory knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
  • Offer additional support to Call Center department when needed.
  • Assist existing and potential members by providing quality service and information in a pleasant, professional, and efficient manner via in-person, telephone, electronic communication (email, fax, web chat),.
  • Demonstrate working knowledge and understanding of the Credit Union’s sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
  • Maintain the privacy and confidentiality of Credit Union member and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
  • Any other duties and/or responsibilities as assigned.

Salary Range: $19-$22/hr

  • Minimum of 6 months sales experience in a retail or financial environment.
  • Minimum of 1-year cash handling experience
  • Strong analytical, organizational and communication skills
  • Work independently and cooperatively with other credit union team members and departments
  • Strong communication and active listening skills
  • High school diploma or equivalent
  • Previous banking &/or contact center experience preferred
  • Medical & Dental insurance
  • Life and Vision Insurance - Employer Paid
  • 401(k) Retirement Savings Plan with Employer Match
  • Flexible Spending Accounts for Health & Dependent Care Expenses
  • Career Planning

USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills and experiences within our workforce.

Salary : $19 - $22

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