Relationship Banker - Brighton branch

Dfcu Financial - Brighton, MI

Full-time - Entry Level

Brighton, MI

Credit Intermediation and Related Activities

About the position

The Relationship Banker at DFCU Financial's Brighton branch is responsible for building and maintaining member relationships by providing exceptional service and identifying financial opportunities. This full-time role involves processing transactions, promoting products, and ensuring compliance with branch policies in a dynamic and goal-oriented environment.

Responsibilities

• Maintain a high level of product knowledge 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 and keep current on 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 and maintain cash balancing standards.
• Adhere to branch compliance and security procedures.
• Conduct loan closings and assist co-workers with transactions and procedures.
• Balance daily membership and loan transactions and provide notary services.
• Work in any assigned area of the branch as needed and handle large amounts of cash.

Requirements

• High school diploma or equivalent.
• One year of goal-driven sales experience in a financial institution.
• Demonstrated customer service skills.
• Ability to provide superior service to members using effective sales skills.
• Willingness to work in a fast-paced, goal-oriented environment.
• Excellent interpersonal skills, including effective verbal and written communication.
• Ability to move up to 50 lbs.
• Computer literate, proficient in Microsoft Windows.
• Ability to function as a team player in a dynamic environment.
• Self-motivated, flexible, and able to organize priorities.

Nice-to-haves

• Experience with financial planning services.
• Knowledge of compliance and security procedures in a banking environment.

Benefits

• Monthly cash incentives for meeting performance goals
• Employee bonus program
• Paid lunch time
• Employee referral payouts for recruiting friends and family
• Paid time off
• Paid holidays (~10 per year)
• 401k plan match, dollar for dollar up to 4%
• 401k additional employer contribution after one year at 5%
• Tuition reimbursement / Education assistance
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short- & long-term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child
• Pet Insurance
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Discounts with local and national companies through DFCU Perks
• Service / anniversary awards
• Employee discounts for company logo wear
• Recognition and awards for outstanding team and individual performance
• Ongoing training opportunities
• Leadership development program
• Flexible scheduling for students