Relationship Banker - Livonia branch

DFCU Financial

Posted 3 days ago

Full Time

Livonia, Michigan

In Person

Smart Summary

The Relationship Banker is responsible for providing exceptional service, processing transactions, and identifying member needs to proactively recommend financial products. They must also maintain branch compliance, conduct loan closings, and meet individual sales goals.

DFCU Financial is looking for a Relationship Banker to provide excellent service and recommend financial solutions to members in their Livonia branch. Candidates should have a high school diploma and one year of sales experience in a financial institution, along with strong customer service and communication skills. This role requires a motivated team player with a sales mindset, product knowledge, and the ability to meet goals.

Must Have Skills for ATS

Customer service

Sales

Financial product knowledge

Cash handling

Transaction processing

Relationship building

Multitasking

Communication

Microsoft Windows

Computer literacy

Loan closings

Notary services

Compliance

Security procedures

Teamwork

Organization

Job Description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. 

Are you passionate about building relationships and helping members achieve their financial goals? As a Relationship Banker, you’ll be the face of our credit union—providing exceptional service, offering tailored financial solutions, and handling transactions with accuracy and efficiency. You'll engage with members, identify their needs, and proactively recommend products and services that support their financial well-being. If you're a motivated team player with a sales mindset and a commitment to outstanding service, we want you on our team!

The Opportunity: Our Livonia branch is seeking a full time Relationship Banker to join their team! 

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.
  • Saturday hours required.
  • 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.

What We Offer:

  • Monthly cash incentives for meeting performance goals
  • Employee bonus program
  • Paid lunch time
  • Employee referral payouts for recruiting your friends and family
  • Paid time off
  • Paid holidays (13 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
  • Adoption assistance for qualified expenses maximum $10,000 per child
  • 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
  • Employee loan discounts (closed-end loans)
  • Service / anniversary awards
  • Employee discounts for company logo wear
  • Recognition and awards for outstanding team and individual performance (branch and member service center employees)
  • Ongoing training opportunities
  • Leadership development program
  • Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans

DFCU Financial

DFCU Financial offers full-service branches in Michigan and Florida and is consistently ranked one of the top credit unions in the country by Forbes. We’re proud to be an award-winning workplace named a “Top 100 Workplace” by the Detroit Free Press & one of the “101 Best and Brightest Companies to Work For” in the Metropolitan Detroit & West Michigan regions. We’re looking for service-oriented team players who want to be part of an expanding organization. We offer: Medical, dental and vision insurance Wellness initiatives and reimbursements Health savings accounts Company-provided basic life insurance of $50,000 plus supplemental for employee, spouse, and child Short and long term disability plans paid for by company Flexible spending accounts (medical and dependent care) Pre-paid legal services Numerous fun employee events throughout the year Volunteer and community engagement opportunities 401(k) plan match, dollar for dollar up to 4% 401(k) additional employer contribution after one year at 5% Gain share / bonus program Tuition reimbursement / Education assistance Ongoing training opportunities Leadership development program Federally insured by NCUA. DFCU Financial is an equal opportunity lender. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives at DFCU are registered through CFS, and are licensed to transact securities business in Michigan. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.

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