Relationship Banker - Carrollwood branch at DFCU Financial

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

0.0

Posted On

18 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Sales, Financial product knowledge, Cash handling, Transaction processing, Account opening, Loan closings, Notary services, Multitasking, Communication, Interpersonal skills, Microsoft Windows, Problem solving, Attention to detail, Teamwork

Industry

Banking

Description

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. Are you passionate about building relationships and helping members achieve their financial goals? As a Relationship Banker, you’ll be the face of our credit union—providing exceptional service, offering tailored financial solutions, and handling transactions with accuracy and efficiency. You'll engage with members, identify their needs, and proactively recommend products and services that support their financial well-being. If you're a motivated team player with a sales mindset and a commitment to outstanding service, we want you on our team! The Opportunity: Our Carrollwood branch in FL is seeking a full time Relationship Banker to join their team! 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 (13 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 Adoption assistance for qualified expenses maximum $10,000 per child 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 Employee loan discounts (closed-end loans) 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

Responsibilities

The Relationship Banker is responsible for providing exceptional service to credit union members, identifying their financial needs, and proactively recommending products. They will also handle daily teller transactions, process new accounts, and conduct loan closings while maintaining branch security and compliance.