Centra Credit Union
Centra Credit Union
Posted 19 days ago
Full Time
Carmel, Indiana
In Person
Smart Summary
The Relationship Advisor is responsible for engaging members in meaningful conversations, advising on lending and financial products and services to create value, and performing member account transactions in Retail Operations. This role requires educating and counseling members on financial solutions at a high level of competency while contributing to branch safety and security.
Centra Credit Union is seeking a Relationship Advisor I to engage with members, advise on financial products, and perform account transactions. Candidates should have a high school diploma or GED and one to three years of related experience. This role offers a learning path for skill development and growth within the company.
Must Have Skills for ATS
Member Engagement
Lending
Financial Products
Financial Services
Financial Solutions
Problem Solving
Financial Literacy
Retail Operations
Account Transactions
Compliance
Consultation
Subject Matter Expertise
Job Description
Centra Credit Union has an exciting opportunity for a motivated professional to join our team as a full-time Relationship Advisor I at our branch in Carmel, IN. The Relationship Advisor is responsible for engaging Members in meaningful conversations and advising on lending and financial products and services to create value. A Relationship Advisor will perform at a high level of competency in educating and counseling on financial solutions. This position will perform Member account transactions to fulfill periodic need in Retail Operations and contributes to the safety and security of the branch in compliance with policy and procedure.
The position has a Learning Path to develop and grow their skills while transitioning from a Relationship Advisor I through Relationship Advisor III role. Team Members can reside in a Relationship Advisor III role or continue to pursue further development in Retail Operations or another career path.
The minimum starting wage for this opportunity is $23.70 per hour.
Spanish/English interpreters may be eligible for an interpreting differential.
ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.
EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):
Centra Credit Union
Centra Credit Union began when eight employees of the Cummins Engine Company came together to find a convenient place to save their hard-earned money while having access to low-cost credit. This foundational principle of "People Helping People" led to the growth of Centra Credit Union and is still at the center of who we are. As a not-for-profit financial institution, our profits go back to you in the form of cash rewards, better rates, and lower fees. When you open an account at Centra, you become one of the owners of the Credit Union. Centered Around You: that’s the Centra promise. It’s about the relationships we have with our Members and the fact that our Members are the reason for everything we do.
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