Certified Relationship Banker I Jobs in Indiana

Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.

Basic computer skills and the ability to learn internal technology systems to perform work tasks

Strong interpersonal and communication skills both verbal and written

Strong and exceptional customer service and sales skills

Experience in maintaining and balancing a cash drawer preferred

Preferred twelve (12) months sales experience

Participates in Tech CU training as guided by manager, including compliance, product knowledge and soft skills.

Cross-sells Tech CU products/services, as appropriate, using consultative sales techniques and clearly articulating features and benefits to members.

Meets or exceeds sales goals ethically and in compliance with regulatory requirements.

Occasionally travels to and works in branches outside of home branch as directed by manager.

Maintains current knowledge of Tech CU products/services and competitive landscape.

Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.

Required Qualifications, Capabilities and Skills

Preferred Qualifications, Capabilities and Skills

Experience adhering to policies, procedures, and regulatory banking requirements

Deliver exceptional customer experience by acting with a customer-first attitude

Possess initiative, and knowledge to provide financial options for customers using a consultative approach

At least one year experience in:

Experienced bankers who have successfully completed requirements of Associate Relationship Banker.

R obust benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement allowance.

New hires or transfers with less than approximately 12-18 months of deposit and lending experience.

Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.

May manage an assigned client portfolio to handle all consumer banking relationship needs.

Demonstrated community outreach, serving in leadership roles or having board responsibilities.

College degree in business, accounting or finance preferred or related work experience.

Ability to give and receive feedback to improve skills and job knowledge.

6-12 months of cash handling, customer service in a retail environment, or sales experience preferred. Banking experience is a plus.

Detail-oriented and organized with good note taking and follow-up skills.

Good oral and written communication skills – can write clear messages, initiate conversations, and talk to customers about products and services.

Perform deposits and withdrawal transactions.