Relationship Consultant - Loveland Job at General Electric Credit Union
Relationship Consultant - Loveland Branch
Responsibilities include:
The branch-based Relationship Consultant (RC) is able to meet all member needs within a branch. The RC will perform a variety of duties, guiding members through the full-range of their requests, from basic teller transactions, to complex credit requests. The RC will partner with other branch staff to easily transition between responsibilities, depending on branch traffic flow and member needs. The Relationship Consultant will utilize a consultative philosophy to build relationships with members, and recommend financial solutions based on each member’s unique financial needs. The RC will support a member-centric experience in the branch, focused on
Improving the Quality of Members’ Financial Lives.
Major areas of responsibility include, but are not limited to
:
- Immediately greets members, inquiring on their needs and guiding them to the appropriate teammate for assistance.
- Acts as a technology coach for members, assisting them with Online and Mobile platforms.
- Utilizes a consultative approach to open new accounts, maintain current accounts, and recommend additional products and services.
- Assists members with all types of teller transactions: deposits, withdrawals, payments, etc.
- Identifies the borrowing needs of members, originates loan applications, analyzes credit data and facilitates loan closings.
- Moves quickly and competently between responsibilities to ensure member needs are being met.
- Builds long-term relationships with members focused on providing excellent member service and recommending solutions to their growing financial needs.
- Resolves most member issues with minimal guidance.
- Exhibits excellent verbal and written communication skills
Requirements
:
Associates Degree or equivalent experience. Two years of experience in retail activities in a sales and/or service capacity. Must be a personable multi-tasker with strong time-management and organizational skills. Must demonstrate a positive attitude and professional demeanor at all times.
Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally, or informally, either verbally or in writing. The position description above is intended to describe the general content of this job. It is not to be construed as an exhaustive statement of essential functions, duties and responsibilities
The requirements listed above are representative of the knowledge, skills, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
EOE
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