What are the responsibilities and job description for the Relationship Banker - Brandon branch position at DFCU Financial?
The Opportunity: Our Brandon, FL branch is seeking a full time Relationship Banker to join their team. In this role, the Relationship Banker will build member relationships by identifying and providing services in a courteous, friendly, enthusiastic and professional manner. Under minimum supervision, following standard policies and procedures, use computer applications to input, interpret and relay financial information to members on an individual basis in the branch environment, including running cash transactions.
What You’ll Do:
Maintain a high level of product knowledge in order to efficiently serve members.
Provide superior service to prospective and existing members in a timely manner.
Actively promote and communicate potential financial opportunities.
Meet individual sales goals.
Keep current on individual and team sales and service results.
Process new accounts and daily work accurately and efficiently.
Use membership data to proactively offer additional products and services to members.
Accurately process teller transactions in a multitasking environment and maintain cash balancing standards.
Adhere to branch compliance and security procedures.
Conduct loan closings
Participate in the branch team development program.
Assist co-workers with transactions and procedures.
Balance daily membership and loan transactions.
Provide notary services.
Work in any assigned area of the branch as needed.
Efficiently handle large amounts of cash.
Additional training and meeting times required; travel may be required.
What You'll Need:
High school diploma or equivalent.
One year goal driven sales experience in a financial institution.
Demonstrated customer service skills.
Ability to provide superior service to members on all products, using effective sales skills.
Willingness to work in fast paced, goal-oriented environment.
Ability to become an expert in evaluating member needs, while making our member your priority.
Excellent interpersonal skills, including effective verbal and written communication.
Consistent positive, cooperative, self-motivated, courteous and professional attitude.
Ability to move up to 50 lbs.
Computer literate, proficient in Microsoft Windows.
Ability to function as a team player in a dynamic environment.
Must be self-motivated, flexible and able to organize priorities.
Willingness and ability to work at any of our branch offices.
