Banker - Credit Union 1

Credit Union 1 is Recognized as a Chicago Tribune and Las Vegas Review-Journal Top Workplace 2024

We are excited to announce that Credit Union 1 has been recognized as a Chicago Tribune and Las Vegas Review-Journal Top Place to work for the fourth year in a row! The Top Workplaces explore how organizations create and sustain a positive and productive work culture. A great culture is important to Credit Union 1 and our culture is made up of more than great benefits and time off.

Join the Credit Union 1 Team

If you are highly motivated, friendly, and looking for a great place to work, join the Credit Union 1 team. As an employee of Credit Union 1, you will be part of a well-established and respected credit union that offers you amazing benefits, along with both stability and the opportunity for a great career path.

Top reasons to begin a career at Credit Union 1:

• Get paid for NOT working 13 holidays each year!
• Paid Time Off (PTO) begins accruing day one of employment
• Tuition reimbursement for approved courses (after 1 year)
• Free Employee Assistance Program (EAP)
• Livongo Diabetes Management Program
• Career growth opportunities it's our philosophy to promote from within whenever possible. Credit Union 1 is committed to your success and professional development.
• Excellent benefits packages including:
  • Medical PPO insurance
  • High Deductible Health Plan (HDHP) and Health Savings Account (HSA)
  • Dental & vision insurance (employee dental coverage 100% company paid)
  • Life, AD&D, short and long-term disability insurance (100% company paid)
  • 401(k) retirement and profit-sharing plan
• Being part of a team providing services with the goal of improving the ongoing economic well-being of our members.
• Exclusive interest rate reduction for qualifying loan products.

The Job at a Glance

The Relationship Banker provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service. Assertively executes cross selling with members and potential members to increase growth. This position requires accurately handling member requests, such as but not limited to, deposits, withdrawals, loan payments, new account opening, member interviews, and/or any other request from members. Accommodates staffing needs throughout the branch platform as required.

A Typical Day

• Take responsibility and accountability in following all service standards set forth by the credit union; provide informed, professional, and accurate service and support to all members and associates
• Performs teller duties: process member transactions accurately and efficiently while maintaining a balanced cash drawer
• Assists members with opening and closing accounts, and addresses and resolves member problems, inquiries or complaints
• Assist applicants with consumer and mortgage loan applications and questions. Explain loan programs, options, and requirements. NMLS is required.
• Promote the credit union's products and services based on member need and identifying opportunities. Actively participate in developing new business for the credit union
• Represent the credit union in a courteous and professional manner; provide prompt, efficient, and accurate service in all areas
• Stays abreast of emerging financial trends to better meet members' needs.
• Accountable for achieving or exceeding individual sales goals and participating in team sales and referral goals
• Maintains knowledge of all Credit Union 1 products, services, procedures while staying informed of all policy and procedural changes
• Maintains member confidence and protects credit union operations by keeping information confidential
• Performs other duties as necessary or directed
• Uphold Credit Union 1 Core Values: Be Great, Be Open, Be Engaged, Be Nice

What We Look For

• High school diploma or equivalent
• Good figure aptitude
• Attention to detail
• Professional manner and appearance
• Experience with the public
• Good communication and member service skills
• Proven Sales Experience or abilities

Location: 15850 West Bluemound Road, Brookfield, WI

Branch Hours: Mon, Tues, Thurs: 9:00am - 5:00pm | Wed: 10:00am - 5:00pm | Fri: 9:00am - 5:00pm | Sat: 9:00am - 12:00pm

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