Virtual Relationship Banker

Virtual Relationship Banker at General Electric Credit Union

General Electric Credit Union is a not-for-profit, member‑owned full‑service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. We pride ourselves on quality service, an employee‑friendly workplace, and career advancement opportunities.

• Health, dental, and vision insurance
• Life and disability insurance options
• Paid Time Off (accrues once hired and includes paid birthday leave)
• 401(k) retirement plan with up to a 10% match of base gross compensation
• Tuition reimbursement and professional development opportunities
• Volunteer opportunities (earn additional PTO hours)

• Uncover members’ financial goals and needs through consultative conversations
• Advise members on GECU products and services that help achieve desired financial outcomes
• Manage a book of business that meets sales and service goals through virtual consultative conversations with current and prospective members
• Answer inbound calls regarding new consumer loan accounts, new depository accounts, and inquiries about existing IRAs and HSAs
• Facilitate the consumer loan application process: product recommendation, loan interview, credit evaluation, and document collection for underwriting
• Facilitate electronic loan closings via Docu Sign or schedule in‑person closings at a branch
• Maintain loan pipeline by following up via email or phone and reviewing documentation to advance the lending process timely
• Perform basic account maintenance, open and close various depository accounts, and support internal teams with deposit and loan account creation
• Review accounts for quality control and perform other duties to support Virtual Branch Services as needed

• 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 or related industry (required)
• Basic understanding of financial institution products and services
• Fundamental experience in consultative conversations
• Experience analyzing financial data including credit reports

• Proficient written and verbal communication; ability to explain products effectively
• Active listening and comprehension of members’ financial concerns
• Empathy and emotional intelligence to deliver loan status updates
• Adaptability to a fast‑paced call‑center environment
• Strong organizational skills and attention to detail
• Strong computer skills; proficiency with Microsoft Office and credit‑union systems

• Entry level

• Full‑time

• Finance and sales

General Electric Credit Union is an Equal Opportunity Employer.