General Electric Credit Union
Relationship Banker- Loveland
General Electric Credit Union, Loveland, Ohio, United States, 45140
Relationship Banker – Loveland
General Electric Credit Union (GECU) is a not-for-profit, member-owned financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. We pride ourselves on maintaining quality service, being an employee‑friendly workplace, and developing our team members while teaching you the skills needed for career advancement.
Overview Through a consultative approach, the Relationship Banker strives to understand members’ unique financial needs and provide the best solutions for GECU products and services, focusing on building relationships to promote an impactful member experience.
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 to help them achieve their desired outcomes.
Manage a book of business to consistently meet sales and service goals through consultative conversations and outbound calls.
Open and close various types of depository accounts using the required systems and following appropriate policies and procedures.
Perform account maintenance activities (e.g., updating addresses, 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 and conduct daily branch operations including drawer and vault balancing, servicing the coin machine and Interactive Teller Machines (ITMs). Follow safety protocols.
Facilitate the consumer loan application process (product recommendation, loan interview, credit report evaluation, document collection). Submit for underwriting.
Facilitate member loan closings, explain documentation, direct signing, and notarize documents as required.
Notarize member documents per GECU policy.
Perform opening, closing, and other branch servicing duties.
Review accounts for quality control purposes.
Education and Experience
High school diploma or GED required; college degree preferred.
Minimum two years of customer service experience.
Minimum one year of experience working in a financial institution or related industry.
Basic understanding of FI products and services.
Fundamental experience in consultative conversations; proficient in opening and closing accounts.
Experience analyzing 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, with ability to explain products and services effectively.
Ability to function well in a fast‑paced environment.
Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office and credit union systems.
Problem‑solving skills to evaluate information and find appropriate solutions quickly.
Benefits
Health, Dental, Vision insurance.
Life and Disability insurance options.
Paid Time Off (PTO) starts accruing once hired; birthday off paid.
401(k) Retirement plan with up to 10% match of base gross compensation.
Tuition reimbursement opportunities and professional development.
Volunteer opportunities – earn additional PTO hours.
On‑site clinics for vaccinations and mammograms.
We support your wellbeing and offer a curated culture of respect, understanding, and mutual recognition. Joining GECU means forming bonds that strengthen the service we provide to our members and improve the quality of their financial lives.
General Electric Credit Union is an Equal Opportunity Employer.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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Overview Through a consultative approach, the Relationship Banker strives to understand members’ unique financial needs and provide the best solutions for GECU products and services, focusing on building relationships to promote an impactful member experience.
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 to help them achieve their desired outcomes.
Manage a book of business to consistently meet sales and service goals through consultative conversations and outbound calls.
Open and close various types of depository accounts using the required systems and following appropriate policies and procedures.
Perform account maintenance activities (e.g., updating addresses, 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 and conduct daily branch operations including drawer and vault balancing, servicing the coin machine and Interactive Teller Machines (ITMs). Follow safety protocols.
Facilitate the consumer loan application process (product recommendation, loan interview, credit report evaluation, document collection). Submit for underwriting.
Facilitate member loan closings, explain documentation, direct signing, and notarize documents as required.
Notarize member documents per GECU policy.
Perform opening, closing, and other branch servicing duties.
Review accounts for quality control purposes.
Education and Experience
High school diploma or GED required; college degree preferred.
Minimum two years of customer service experience.
Minimum one year of experience working in a financial institution or related industry.
Basic understanding of FI products and services.
Fundamental experience in consultative conversations; proficient in opening and closing accounts.
Experience analyzing 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, with ability to explain products and services effectively.
Ability to function well in a fast‑paced environment.
Ability to learn and maintain proficiency in multiple computer systems, including Microsoft Office and credit union systems.
Problem‑solving skills to evaluate information and find appropriate solutions quickly.
Benefits
Health, Dental, Vision insurance.
Life and Disability insurance options.
Paid Time Off (PTO) starts accruing once hired; birthday off paid.
401(k) Retirement plan with up to 10% match of base gross compensation.
Tuition reimbursement opportunities and professional development.
Volunteer opportunities – earn additional PTO hours.
On‑site clinics for vaccinations and mammograms.
We support your wellbeing and offer a curated culture of respect, understanding, and mutual recognition. Joining GECU means forming bonds that strengthen the service we provide to our members and improve the quality of their financial lives.
General Electric Credit Union is an Equal Opportunity Employer.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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