Relationship Banker III

Overview

About Us At USALLIANCE, we pride ourselves on innovation, teamwork, training and development, and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.

About This Role USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker III is responsible for delivering exceptional member experiences and implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position. You will have teller-like responsibilities and personal banker-like responsibilities, acting as a universal banker.

Represent USALLIANCE in the community and form lasting relationships with our members and partners.

• Promptly and accurately perform member transactions and requests, in person and by phone, including balance inquiries, deposits, withdrawals, funds transfers, loan payments, online and mobile banking setup, and submitting new membership and loan applications.
• Maintain a proficient knowledge of Credit Union products, services, policies, and procedures, including promotions and special offers, during member and employee interactions.
• Coach team to provide sales and service excellence, provide supportive training and timely progress reviews.
• Offer additional support to the Call Center when needed.
• Demonstrate working knowledge of the Credit Union’s sales and service standards and cross-sell Credit Union products and services during every eligible member interaction.
• Maintain privacy and confidentiality of member and employee information; identify and communicate areas for continual improvement of business processes to support efficiency.
• Act as an ambassador of USALLIANCE by conducting business outreach and participating in branch, community, network and SEG events to explore new business opportunities and enhance partnerships.
• Ensure CRM tool is utilized appropriately and consistently.
• Maintain and manage the team to ensure the branch is consistent in daily, weekly, and monthly functions.
• Assist Branch Leaders with operational tasks as assigned, including vault & ATM custodian, peer mentoring and training of new employees.
• Identify and communicate areas for continual improvement of business processes to support efficiency.
• Obtain Notary within the first year in position.
• Travel to other locations as needed.
• Other duties as assigned.

• 4+ years of financial service industry experience required
• 1+ year of head banker/supervisor/management experience preferred, but not required
• Proven leadership abilities
• Able to manage multiple priorities and possess a strong understanding of branch processes, policies, and procedures
• Strong sales background
• Positive 1can-do attitude and high energy level
• High attention to detail
• Strong customer service orientation
• Excellent communications skills
• Aptitude to comprehend numbers and calculations
• Must obtain Notary within 6-12 months in position
• Associate or bachelor’s degree preferred
• Bilingual (English/Spanish) is a plus

• Competitive salary and benefits package
• Opportunities for professional development and career growth
• A collaborative and inclusive work environment
• Paid Time Off, Wellness Time & Paid Federal holidays
• 401K with 6% match
• High Performance Culture

Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.

EQUAL OPPORTUNITY EMPLOYER USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.

This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management.

At this time, US Alliance Federal Credit Union will not sponsor a new…