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Relationship Banker
Broadview Federal Credit Union. Advocate for members and provide solutions to help them achieve financial goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong member advocacy and relationship-building skills while delivering exceptional service and operational excellence. Proficient in compliance with regulatory guidelines and capable of supporting branch growth through effective communication and problem resolution.
Highest-signal resume keywords
Branch Banking ExperienceNotary Public LicenseMicrosoft Office Suite ProficiencyEffective Communication SkillsInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Branch Banking ExperienceNotary Public LicenseSignature Guarantee PermissionsMicrosoft Word ProficiencyMicrosoft Excel ProficiencyMicrosoft PowerPoint ProficiencyMicrosoft SharePoint Proficiency
Soft Skills
Effective Communication SkillsStrong Interpersonal SkillsAbility to Multi-taskFlexibilityProblem Resolution Skills
Certifications & Qualifications
Notary Public License
Industry Keywords
Member AdvocacyOperational ExcellenceRegulatory ComplianceCommunity InvolvementFraud Detection
About the role
Key responsibilities & impact- Advocate for members and provide solutions to help them achieve financial goals
- Attract new retail and business members and foster deeper relationships with existing members using The Member Advantage approach
- Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
- Support branch growth of a profitable book of business to achieve individual, team, and corporate goals
- Build new relationships through Community/Foundation involvement and existing member referrals
- Promote, educate, and demonstrate available service channels to members
- Participate in ongoing coaching, job shadowing, mentoring, and training
- Detect and report fraud or irregular activities
- Ensure compliance with applicable policies, procedures, and regulatory guidelines
- Meet goals and objectives provided by management
- Support branches within the Capital East Region #2, including Slingerlands, Western, and Glenmont Branch locations
Requirements
What you’ll need- Associate degree preferred, or combination of equivalent education and experience
- One to two years of branch banking experience
- Passed and maintain Notary Public License within 6 months of completion of Relationship Banker Training
- Signature Guarantee permissions
- Proficiency in Microsoft Word and Excel
- Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint
- Ability to multi-task to meet or exceed minimum performance standards
- Effective verbal, written, and listening communication skills
- Strong interpersonal skills
- Flexibility to work out of any location at any time, as business needs dictate
- Ability to lift at least 10 pounds and stand for long periods of time
- Ability to operate in a rapidly changing dynamic environment
- Bilingual individuals fluent in a second language in addition to English are highly encouraged to apply
Benefits
Comp & perks- Competitive benefits package