Private Banking Relationship Specialist
Meritrust Credit Union, Wichita, KS, United States
Represent the credit union’s value and deliver exceptional, relationship‑focused service.
Collaborate with Business, Retail, and Private Banking teams to meet sales and service goals.
Demonstrate integrity, professionalism, and a strong commitment to member satisfaction.
Stay current on all credit union products and services and use them personally when beneficial.
Support the Relationship Team when the Relationship Consultant Manager is unavailable.
Participate in credit union–sponsored and community events to build relationships with affluent individuals.
General Responsibilities
Represent the credit union’s value and deliver exceptional, relationship‑focused service. Collaborate with Business, Retail, and Private Banking teams to meet sales and service goals. Demonstrate integrity, professionalism, and a strong commitment to member satisfaction. Stay current on all credit union products and services and use them personally when beneficial. Support the Relationship Team when the Relationship Consultant Manager is unavailable. Participate in credit union–sponsored and community events to build relationships with affluent individuals.
Business Member Responsibilities
Meet sales and service goals to grow and retain business member relationships. Manage a dedicated business portfolio, anticipating needs and identifying opportunities for expansion. Proactively prospect new and existing business members through outreach and community engagement. Provide expert service and problem resolution for business accounts and services. Open new business accounts accurately and ensure timely follow‑up when documentation requires correction. Partner with Business Loan Officers to uncover and support commercial lending opportunities. Actively participate in community initiatives to support business development and credit union visibility.
Affluent/Consumer Member Responsibilities
Open new consumer accounts and recommend tailored financial solutions. Retain and expand affluent consumer relationships using a consultative, needs‑based approach. Proactively grow the consumer portfolio through outbound calling and targeted outreach. Promote and educate members on digital and self‑service banking tools. Provide accurate service, maintenance, and resolution of member concerns. Ensure all account documentation is complete and follow up promptly when corrections are needed. Assist members with consumer loan applications and partner with Direct Lending to finalize loans. Identify and refer members to Wealth Management, Mortgage, and other internal specialists when appropriate. Meet consumer sales and service goals to support overall portfolio and revenue growth.
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General Responsibilities
Represent the credit union’s value and deliver exceptional, relationship‑focused service. Collaborate with Business, Retail, and Private Banking teams to meet sales and service goals. Demonstrate integrity, professionalism, and a strong commitment to member satisfaction. Stay current on all credit union products and services and use them personally when beneficial. Support the Relationship Team when the Relationship Consultant Manager is unavailable. Participate in credit union–sponsored and community events to build relationships with affluent individuals.
Business Member Responsibilities
Meet sales and service goals to grow and retain business member relationships. Manage a dedicated business portfolio, anticipating needs and identifying opportunities for expansion. Proactively prospect new and existing business members through outreach and community engagement. Provide expert service and problem resolution for business accounts and services. Open new business accounts accurately and ensure timely follow‑up when documentation requires correction. Partner with Business Loan Officers to uncover and support commercial lending opportunities. Actively participate in community initiatives to support business development and credit union visibility.
Affluent/Consumer Member Responsibilities
Open new consumer accounts and recommend tailored financial solutions. Retain and expand affluent consumer relationships using a consultative, needs‑based approach. Proactively grow the consumer portfolio through outbound calling and targeted outreach. Promote and educate members on digital and self‑service banking tools. Provide accurate service, maintenance, and resolution of member concerns. Ensure all account documentation is complete and follow up promptly when corrections are needed. Assist members with consumer loan applications and partner with Direct Lending to finalize loans. Identify and refer members to Wealth Management, Mortgage, and other internal specialists when appropriate. Meet consumer sales and service goals to support overall portfolio and revenue growth.
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