Virtual Relationship Banker; Extended

Overview

General Electric Credit Union is a not-for-profit, member-owned full service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service, being an employee-friendly workplace, and developing our team members while teaching you the skills to lead you to career advancement opportunities.

• Uncover members’ financial goals and needs through consultative conversations
• Advise members on GECU products and services that help achieve desired outcomes and financial goals
• Manage a book of business that continuously meets sales and service goals through virtual consultative conversations with current and prospective members
• Answer inbound calls from members regarding new consumer loan accounts and new depository accounts, and assist with general information and inquiries regarding existing IRAs and HSAs
• Facilitate the consumer loan application process, including product recommendation, loan interview, evaluating member credit reports, and collecting required loan documents for underwriting and processing
• Facilitate member loan closings electronically through Docu Sign or by scheduling an in-person loan closing at a branch location
• Manage loan pipeline by conducting member follow-ups via email or phone and reviewing loan documentation to advance the lending process in a timely manner
• Perform basic account maintenance activities using required systems, processes, and procedures to advance the lending process
• Open and close various types of depository accounts utilizing required systems and following appropriate policies and procedures
• Collaborate with and assist internal team members with new deposit and consumer loan accounts via internal chats and phone
• Review accounts for quality control purposes
• Perform other duties to support Virtual Branch Services as necessary

• Monday–Friday: 10:00am–7:00pm
• Saturday: 9:00am–2:00pm (rotating schedule)

• High school diploma or GED required
• Minimum two years of customer service or call center experience required
• Minimum one year of experience in a financial institution (FI) or related industry required
• Basic understanding of FI products and services
• Fundamental experience in consultative conversations
• Working experience to analyze financial data including credit reports

• Proficient at written and verbal communication with ability to develop skills to explain products effectively to members
• Ability to listen and comprehend members’ financial concerns and questions
• Basic interpersonal and emotional intelligence skills needed to deliver updates to members about loan approval or denial with the ability to develop these skills further
• Ability to function well in a fast-paced call center environment
• Organizational skills and attention to detail
• Strong computer skills to quickly learn and become proficient in Microsoft Office products and Credit Union systems

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and take your birthday off - paid
• 401k Retirement plan with up to a 10% match of your base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities and earn additional PTO hours
• On-site clinics for vaccines and mammograms

And many more!

General Electric Credit Union is an Equal Opportunity Employer

• Entry level

• Full-time

• Finance and Sales

Cincinnati, OH