What are the responsibilities and job description for the Relationship Representative I position at Centra?
A Career That Makes a Difference
At Centra Credit Union, we offer more than just a job – we provide an opportunity to positively impact the financial lives of our Members and their communities. As a not-for-profit organization, our mission is centered around providing exceptional service to those who rely on us.
We are seeking a motivated professional to join our team as a full-time Relationship Representative I at our Scottsburg, IN location inside Walmart. This role involves building meaningful relationships with our Member base by engaging in conversations that educate and advise on financial solutions tailored to their needs and goals.
The ideal candidate will possess excellent communication skills, be able to work independently, and thrive in a fast-paced environment. They will also be responsible for performing account maintenance, telephonic outreach, and problem-solving to meet the evolving financial needs of our Members.
In this dynamic role, you will have the opportunity to develop your skills through our comprehensive Learning Path program, which includes Centra certification. Our commitment to growth and development ensures that Team Members can progress from a Relationship Representative I to III role or explore other career paths within our organization.
If you're passionate about delivering exceptional customer service and driven to make a positive impact, we encourage you to apply for this exciting opportunity.
Essential Functions:
Requirements:
At Centra Credit Union, we offer more than just a job – we provide an opportunity to positively impact the financial lives of our Members and their communities. As a not-for-profit organization, our mission is centered around providing exceptional service to those who rely on us.
We are seeking a motivated professional to join our team as a full-time Relationship Representative I at our Scottsburg, IN location inside Walmart. This role involves building meaningful relationships with our Member base by engaging in conversations that educate and advise on financial solutions tailored to their needs and goals.
The ideal candidate will possess excellent communication skills, be able to work independently, and thrive in a fast-paced environment. They will also be responsible for performing account maintenance, telephonic outreach, and problem-solving to meet the evolving financial needs of our Members.
In this dynamic role, you will have the opportunity to develop your skills through our comprehensive Learning Path program, which includes Centra certification. Our commitment to growth and development ensures that Team Members can progress from a Relationship Representative I to III role or explore other career paths within our organization.
If you're passionate about delivering exceptional customer service and driven to make a positive impact, we encourage you to apply for this exciting opportunity.
Essential Functions:
- Engage Members during account transactions, educating and advising on Credit Union products and services.
- Perform Member account maintenance, telephonic outbound calling, and outreach activities to build Member relationships and promote products and services.
- Proactively address Member concerns and find solutions to meet their financial needs and goals.
- Complete required training and obtain Centra certification as part of our Learning Path program.
Requirements:
- High School Diploma or General Education Diploma (GED)
- Minimum one to three years of similar or related experience, including preparatory experience.
