Relationship Banker - Brandon branch

DFCU Financial
life insurance, vision insurance, paid time off, paid holidays, tuition reimbursement, 401(k)
United States, Florida, Brandon
1314 Oakfield Drive (Show on map)
Nov 16, 2024
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. The Opportunity: Our Brandon, FL branch is seeking a full time Relationship Banker to join their team. In this role, the Relationship Banker will build member relationships by identifying and providing services in a courteous, friendly, enthusiastic and professional manner. Under minimum supervision, following standard policies and procedures, use computer applications to input, interpret and relay financial information to members on an individual basis in the branch environment, including running cash transactions. 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. 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 (~10 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 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 Discounts with local and national companies through DFCU Perks 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