Relationship Banker

Job Description

Relationship Banker | SECU

The Tone:
This is a full-time role at SECU, Maryland’s largest Credit Union, where you will be a pivotal part of a mission-driven organization. SECU is dedicated to being relevant and significant in the lives of its members, employees, and communities, operating with a strong commitment to ethical conduct and fiscal responsibility. As a Relationship Banker, you will embody the SECU brand by delivering comprehensive financial education and services, focusing on building deep, lasting relationships. This role promotes financial well-being within the community and offers the unique opportunity to make a positive difference every day, bringing purpose, meaning, and heart to your work, which are key differentiators at SECU.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Maryland
• Pay: $21.35–$39.42 hourly
• Mission: This role builds deep, lasting relationships with members and the wider community, providing comprehensive financial education and tailored solutions to promote overall financial well-being.

What You’ll Actually Do
• Member Consultation: Engage deeply with members to comprehensively understand their banking needs, review their current financial relationships, and provide proactive, tailored solutions that support their financial well-being and foster loyalty.
• Financial Planning: Strategize collaboratively with members to guide them towards achieving significant personal and business life milestones, such as saving for college, purchasing a home, planning a wedding, or securing essential business loans.
• Community Engagement: Actively represent SECU at various local businesses and community events, delivering valuable financial literacy education and effectively communicating SECU’s diverse range of products and services to participants.
• Relationship Building: Utilize an engaging and authentic personality to cultivate strong emotional connections and nurture diverse, inclusive relationships and professional networks both within SECU and across the communities it proudly serves.
• Financial Advocacy: Actively promote the crucial importance of financial literacy, champion the cooperative credit union movement, and enhance the visibility and positive perception of SECU’s talent brand.

The Must-Haves
• Background: Possess proven professional experience within the financial or banking industry, demonstrating a solid foundation in retail banking operations and a track record of successful consultative client interactions.
• Experience: Exhibit a strong and consistent track record in consultative sales within a financial services setting, coupled with success in building genuine customer loyalty and significantly enhancing clients’ financial literacy and overall well-being.
• Skills: Expertise across a wide range of retail banking products and services, a demonstrated ability to achieve defined productivity goals, and a strong aptitude for building meaningful and lasting customer relationships.